Broker-Centric AI Agents
to facilitate your placements
Broker-Centric AI Agents to facilitate your placements
Broker-Centric AI Agents
to facilitate your placements
With these powerful tools, you can easily visualize complex data and
make informed choices that drive success.
With these powerful tools, you can easily visualize complex data and make informed choices that drive success.
With these powerful tools, you can easily visualize complex data
and make informed choices that drive success.
With these powerful tools, you can easily visualize complex data
and make informed choices that drive success.
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Elevate Client Experience
Make operational risk profile ingestion easy with drag and drop file zones, automatic ingestion of client data, and allow your clients to invite employees to fill certain sections for their insurance applications.
No longer must clients fill multiple underwriter applications, with Parasol Digital Applications, client provided data can fill Underwriter specific applicatiosn for them.
Provide a higher level of data understanding with automatic benchmarking across your portfolio, giving your client peace of mind and a better understanding of their risks
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/04
Elevate Client Experience
Make operational risk profile ingestion easy with drag and drop file zones, automatic ingestion of client data, and allow your clients to invite employees to fill certain sections for their insurance applications.
No longer must clients fill multiple underwriter applications, with Parasol Digital Applications, client provided data can fill Underwriter specific applicatiosn for them.
Provide a higher level of data understanding with automatic benchmarking across your portfolio, giving your client peace of mind and a better understanding of their risks
0
1
2
3
4
/04
Elevate Client Experience
Make operational risk profile ingestion easy with drag and drop file zones, automatic ingestion of client data, and allow your clients to invite employees to fill certain sections for their insurance applications.
No longer must clients fill multiple underwriter applications, with Parasol Digital Applications, client provided data can fill Underwriter specific applicatiosn for them.
Provide a higher level of data understanding with automatic benchmarking across your portfolio, giving your client peace of mind and a better understanding of their risks
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/04
Data Capture in Insurance Broking
Collect portfolio data and operational data seamlessly. With minimal manual entry, client placements can get data collected from your strategy meetings, your submissions, quotes, underwriter meetings and correspondance and much, much more.
With Parasol's OCR system, sleep soundly by knowing all variables from Quotes, Policies and Insurer documents are properly extracted and matched with localized variables, ensuring that your brokers are properly equipped to tackle placements at scale.
Interact with collected data through Parasol's Agentic Chat bot, providing sources, references and insights across documents ingested. Allowing for Brokers to trust but verify along the way
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/04
Data Capture in Insurance Broking
Collect portfolio data and operational data seamlessly. With minimal manual entry, client placements can get data collected from your strategy meetings, your submissions, quotes, underwriter meetings and correspondance and much, much more.
With Parasol's OCR system, sleep soundly by knowing all variables from Quotes, Policies and Insurer documents are properly extracted and matched with localized variables, ensuring that your brokers are properly equipped to tackle placements at scale.
Interact with collected data through Parasol's Agentic Chat bot, providing sources, references and insights across documents ingested. Allowing for Brokers to trust but verify along the way
0
1
2
3
4
/04
Data Capture in Insurance Broking
Collect portfolio data and operational data seamlessly. With minimal manual entry, client placements can get data collected from your strategy meetings, your submissions, quotes, underwriter meetings and correspondance and much, much more.
With Parasol's OCR system, sleep soundly by knowing all variables from Quotes, Policies and Insurer documents are properly extracted and matched with localized variables, ensuring that your brokers are properly equipped to tackle placements at scale.
Interact with collected data through Parasol's Agentic Chat bot, providing sources, references and insights across documents ingested. Allowing for Brokers to trust but verify along the way
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1
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3
4
/04
Fast & Easy Implementation
With Parasol's API network & Microsoft Suite Integration, we have ensured that parasol can seamlessly connect to all your existing tools, while ensuring we do not reinvent the wheel.
Brokers are able to send emails, meetings and create documents the way they know how. While being sure each step is tracked and recorded.
With Parasol's Next Renewal transition, Brokers are able to learn and leverage the platform at a pace that suits their needs and workload. No risky portfolio transfers, nothing falling between the cracks, and no drops in invoicing.
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/04
Errors & Omissions Solutions
With collected data and placements on rails, ensure that you have the necessary information and trust in your system to be able to retell the placement story.
Ensure that every file and interaction is properly logged and leveraged, ensuring that while your brokers get your clients the best coverage, Parasol will ensure the story gets told properly.
0
1
2
3
4
/04
Fast & Easy Implementation
With Parasol's API network & Microsoft Suite Integration, we have ensured that parasol can seamlessly connect to all your existing tools, while ensuring we do not reinvent the wheel.
Brokers are able to send emails, meetings and create documents the way they know how. While being sure each step is tracked and recorded.
With Parasol's Next Renewal transition, Brokers are able to learn and leverage the platform at a pace that suits their needs and workload. No risky portfolio transfers, nothing falling between the cracks, and no drops in invoicing.
0
1
2
3
4
/04
Errors & Omissions Solutions
With collected data and placements on rails, ensure that you have the necessary information and trust in your system to be able to retell the placement story.
Ensure that every file and interaction is properly logged and leveraged, ensuring that while your brokers get your clients the best coverage, Parasol will ensure the story gets told properly.
0
1
2
3
4
/04
Fast & Easy Implementation
With Parasol's API network & Microsoft Suite Integration, we have ensured that parasol can seamlessly connect to all your existing tools, while ensuring we do not reinvent the wheel.
Brokers are able to send emails, meetings and create documents the way they know how. While being sure each step is tracked and recorded.
With Parasol's Next Renewal transition, Brokers are able to learn and leverage the platform at a pace that suits their needs and workload. No risky portfolio transfers, nothing falling between the cracks, and no drops in invoicing.
0
1
2
3
4
/04
Errors & Omissions Solutions
With collected data and placements on rails, ensure that you have the necessary information and trust in your system to be able to retell the placement story.
Ensure that every file and interaction is properly logged and leveraged, ensuring that while your brokers get your clients the best coverage, Parasol will ensure the story gets told properly.
Ready to transform your brokerage?
Ready to transform your brokerage?
Ready to transform your brokerage?
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© 2025 Parasol. All rights reserved.
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© 2025 Parasol. All rights reserved.
Follow Us
© 2025 Parasol. All rights reserved.