TAP launches AI agents to automate adviser workflows

Picture: TAP Managing Director Ryan Edwards/Supplied

The new products, called the Anniversary Agent and Arrears Agent, operate within TAP’s CRM platform and are aimed at reducing the amount of manual processing required for client servicing and record keeping.

The Anniversary Agent automates anniversary reviews by processing communications, extracting key information, updating client and policy records, and linking supporting documentation within the CRM. The Arrears Agent automates missed-payment workflows by processing arrears notifications, contacting clients, creating follow-up activities and updating policy records.

TAP says both tools are designed to help advisers maintain more accurate client records, improve visibility of activity within the CRM and reduce operational workloads that can grow as businesses add more clients.