Certified Wealth managers

Protect your clients

Alix Intelligence is a solution for you as an insured party.

With Alix ID, you can access your client's insurance portfolio in the form of a DSC (digital insurance certificate) with their permission, allowing you to monitor it and examine active policies and uncovered risks in detail.

Find out if a policy is an asset or a financial loss with just one click.

→ No more purchasing/maintaining unsuitable insurance policies.
→ No more claims refusals due to misunderstood clauses.
→ Prevent the financial risks of an unsuitable contract.

What they don't know could ruin them.

6 scenarios that can be avoided thanks to you.

Civil Liability

Insufficient compensation limit.
Your client's teenager causes an accident:
1 fatality.
Your civil liability insurance covers $1 million.
The family is claiming $5 million.

⚠️ Your personal assets are seized.

Provident

Unknown compensation timeframe.
Cancer detected = long-term sick leave.
No waiting period: 2 years.
Fixed costs are still there.

❌ 24 months without compensation.

Book a demo

Death

Where are your contracts and with whom?
Sudden death: do your loved ones know about ALL your contracts?
Even that Life Insurance you took out 15 years ago?

💔 $7 billions in life insurance claims never claimed per year in the USA.
The odds of being owed money from a lost policy are about 1 in 600 in the US

Mortgage insurance

Exclusion clause not read.
The borrower insurance does not cover the new health problem.
The bank may demand immediate repayment.

🏠 Forced sale = minimum loss of 30%.

Home Insurance

A valuation that went up in smoke.
The residence increased in value by 40% in five years.
Does the contract cover this new value? A fire breaks out, and the house is lost.
So is the 40% increase in value.

Start working with AI now!

Family protection

A simple detail that changes everything.
The client's dog bites a child.
Lifelong consequences.
But it's a Rottweiler...
🚫 Excluded breed = $800,000 payable by the insured.

What they know will protect them.
Add assurance auditing to your services

Our solutions for you.

Free diagnosis

💸 Perceived value: $2,000. Your cost: $0.
For your clients and prospects, quickly and easily audit their insurance situations with Alix Intelligence.
✓ AI analysis of all their policies
✓ Identification of exclusions
✓ Detection of critical gaps
✓ Calculation of over/underinsurance
✓ PDF of each analysis

All this is possible with a simple 6-digit unique identifier called Alix ID.

Budget optimization

🔄 Turn premiums into assets.
✓ Detection of unsuitable policies
✓ Data-driven negotiation
✓ Dynamic risk coverage
✓ Compensation limits and deadlines identified and known.
"Optimized insurance improves financial ratios."

Book a demo

Visibility & Consulting

🛡️ High-value advice.
✓ Protection for executives
✓ Securing assets
✓ Business continuity
✓ Company valuation
✓ Facilitated due diligence
"A well-insured client
is a client who survives."

Swift integration

🎯 Get more, without changing your processes.
1️⃣ Account activation:
Create your account in less than 2 minutes.
30-minute training session available upon request.

2️⃣ Upload contracts in one click:
Instant AI analysis
Automatic backup in PDF format

3️⃣ Request your customers' Alix ID in one click.

Customer loyalty

🤝 Your customers will remember it!
Bring peace of mind and clarity, your customers will not forget it and will recommend you.

Start working with AI now!

Optimisation

⚡ Win on all fronts
✓ $100 off your subscription for each customer you refer.
✓ No limits, so 6 referrals = 1 year free.
✓ Use Alix Intelligence for your policies & risks.

The insurance experience, simplified by Alix Intelligence.

1. Cie Legal ID + 20 seconds

2. Statistics

3. Safety & Serenity

Pro Insurance Professionals

Welcome
Discover Alix Intelligence.

Simplify your lead acquisition & client retention.
Provide a greater service to your clients with AI.

Discover our innovations: DSC, IN, ID & IPAID
Market Maker : We connect you with policyholders
Simple, yet powerful leveraging AI
Discover AI for you