Drive performance. Ensure compliance.
DutyAdvisor is an insurtech company driven by a core belief: professionals deserve purpose-built tools.
Our mission: to simplify client relationship management—so intermediaries like brokers and general agents can focus on what truly matters: delivering quality advice, under the right conditions
Exclusively built for insurance intermediaries, we created DutyAdvisor from the field perspective, with real-world needs in mind.
We built DutyAdvisor specifically for the insurance industry—to help intermediaries centralize client data, personalize communications with AI, and boost revenue through up-sell, add-on, and cross-sell opportunities.
DutyAdvisor empowers intermediaries to deliver structured, high-impact advice, make every interaction smoother, and turn each meeting into a real business opportunity. Its intuitive interface, smart data rules, and client-first logic help you work faster, more confidently, and with consistent excellence
A simple, user-friendly tool that supports intermediaries—so they can bring out their best.
Discover DutyAdvisor#Points of view
#AugmentedAgent
#ClientRelationship
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Your team spends up to 25% of their time digging for information they’ve already collected.
One client walks in asking for a vehicle insurance certificate. Another calls to add a young driver on his insurance contract. A third wants to review their income protection.
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#InsurancePerformance
It’s not your expertise that’s holding you back — it’s your tools.
That’s the pace of your day: Client meetings. Policy updates. Urgent requests. New offers to roll out. The rhythm is fast. The conversations—with clients and prospects alike—are valuable.
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#ClientRelationship
Serving a client goes far beyond policy management.
It’s about getting the full picture—what’s going on in their life, what they’re worried about, and where they’re headed. It’s about asking the right questions and giving answers that are clear, responsible, and made to fit.
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#InsurancePerformance
Dear insurance intermediaries — everything starts with you.
In a local agency, every day is a careful balance of listening, discipline, and responsiveness. A water damage claim, an update to a disability policy, a new company guideline, a follow-up quote, a call to a lead…
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