Trust is reviewable.
You work with your clients’ most sensitive data. So this page answers the control questions concretely — no marketing guarantees, with clear boundaries.
Money amounts and pension values come from reproducible calculation runs — never from a language model.
Every extracted value carries a source link and a confidence score. Uncertain fields require your confirmation.
Nothing reaches the client without your review: values, rationales, reports and dossiers all pass through your approval.
Versioned dossiers and traceable changes — who reviewed, changed and approved what, and when.
AI with a clearly bounded remit.
AI reads documents, summarizes and prepares drafts. It does not decide, does not recommend automatically and does not invent figures. Every AI suggestion is labelled as such.
- MAYread documents, extract, summarize, prepare drafts
- NEVERcalculate money amounts, recommend products, send to a client without approval
- YOUkeep review, correction and approval — on every single case
Software for brokers. Not an intermediary, not a shadow adviser.
No policy sale, no contract conclusion, no premium collection, no insurer commission by PreviAI. Advice, disclosure, product choice and client delivery stay with you — the workflow supports your documentation, it does not replace your judgement.
Ask us the hard questions.
In the demo we show the source trail, approvals and audit trail live.