Reassured is using Adviser.AI’s platform to automate, personalise, and streamline processes such as marketing, servicing enquiries, policy outreach, cross-selling, and customer retention.
The firm added it is aiming to reduce these admin-heavy tasks for agents, allowing them to focus on delivering the highest quality service for customers in support of the firm’s ongoing digital transformation strategy to deliver a more personalised, proactive and supportive experience.
Adviser.AI is a protection-specific, cloud-based customer engagement and automation platform designed to enhance the way protection companies interact with customers, the firm said.
Digital strategy
As part of its digital strategy Reassured revealed earlier this month that it has placed more than 30,000 customer policies into trust using its digital universal trust form.
In February, it announced it is working with specialist FOIL AI to use AI data analytics to improve customer experience.
This all followed on from its collaboration with Voyc which bids to improve customer outcomes by monitoring all customer calls.
September trial
Reassured began trialling Adviser.AI in September 2025, using three core products – retention, benefit reminders, and post‑sale checks.
The trial highlighted a vulnerability in 13% of customers and requested additional support, enabling Reassured to proactively intervene, provide tailored support and ensure customers fully understood their cover before continuing
It also meant more than 17% of customers got in touch about policy documents, enabling the firm to educate and help them understand their documentation, while 5% of customers used the review process to update or confirm their application details, improving accuracy for future communication.
Furthermore, 19% expressed interest in placing their plan in trust, enabling the firm to guide them through its universal digital trust process.
The firm added these insights have enabled faster follow‑up, earlier intervention, and more personalised support, driving better outcomes for customers and advisers.
‘Key enhancement’
Laura McGraw, chief customer officer at Reassured, (pictured) said: “Our mission is to deliver the best customer experience, with our new lifetime customer engagement programme recently implemented.
“Partnering with Adviser.AI has been a key enhancement through bespoke interactive digital communications that keeps customers informed, tests customer understanding as well as giving us unique customer insight.”
Luke Ashworth, founder and CEO of Adviser.AI, said customers would be ”better informed, better supported, and ultimately receive greater long-term value throughout the policy lifecycle.”
“Our partnership reflects a step-change in customer engagement, combining technology and psychology to move from transactional interactions to proactive, personalised support,” he added.
