Everything you need to
serve clients better
Kapiti gives brokers the tools to match every client with the perfect coverage—faster, smarter, and with complete confidence.
Intelligent Client Profiling
Natural language processing understands your client conversations and automatically extracts key risk factors, coverage needs, and budget constraints.
- Reduce data entry time by 70%
- Capture details you might miss
- Consistent risk assessment
Precision Policy Matching
Our AI analyses client profiles against comprehensive policy databases to identify the best matches based on coverage, price, and fit.
- Compare policies in seconds
- Find optimal coverage gaps
- Prioritise by client needs
Explainable Recommendations
Every recommendation comes with clear reasoning so you can confidently explain to clients why each policy is a good fit.
- Build trust with transparency
- Answer client questions easily
- Justify premium differences
Instant Quote Generation
Generate accurate quotes from multiple carriers simultaneously, saving hours of manual research and comparison work.
- Respond to clients faster
- Increase quote volume
- Reduce quote abandonment
Portfolio Analytics
Track your book of business with insights into coverage gaps, renewal patterns, and cross-sell opportunities.
- Identify revenue opportunities
- Proactive renewal management
- Client retention insights
Workflow Automation
Automate routine tasks like follow-ups, renewal reminders, and compliance documentation so you can focus on client relationships.
- Never miss a renewal
- Consistent client communication
- Reduce administrative burden
Client Portal Integration
Give clients self-service access to view policies, request changes, and submit claims—all while you maintain oversight.
- Reduce service requests
- Improve client satisfaction
- 24/7 policy access
Compliance & Security
Built-in compliance tracking and bank-level encryption ensure you meet regulatory requirements and protect client data.
- Automated audit trails
- GDPR & CCPA compliant
- SOC 2 certified infrastructure
Performance Metrics
Real-time dashboards show your key performance indicators: quote-to-close ratios, average policy value, and client lifetime value.
- Data-driven decisions
- Track team performance
- Forecast revenue accurately
Works with your existing tools
Kapiti integrates seamlessly with the systems you already use—no disruption to your workflow.
CRM Systems
Sync client data with Salesforce, HubSpot, and other leading CRMs
Email & Calendar
Connect with Outlook, Gmail, and calendar apps for seamless scheduling
Document Management
Store and retrieve policies from Dropbox, Google Drive, and SharePoint
Ready to transform your practice?
Join the waitlist and be among the first brokers to experience Kapiti.