Trustworthy AI, Powering the Success of your Insurance Sales

At Xcela, we use responsible AI technologies to simplify your life insurance sales and operations processes. Our proprietary AI Native platform brings together the tools that empower you to sell better and faster.

Insurance sales are complex. Your tools should not be. Our mission is to simplify and empower financial professionals with AI-driven, integrated solutions that transform and scale their businesses.

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Trustworthy AI Native Platform

01. Easy Informal Intake of Client Information

Our AI-Powered Smart document analysis gather client information and extracts highlights and risks most relevant to your case.

02. Insurance Data Points

Our AI-Powered Data Extraction extracts relevant data points that are critical for your insurance cases. Our built-in and expanding set of data points will guide you through gathering client information.

03. Field Underwriting

With our Retrieval-Augmented Generation (RAG) and feedback learning, our field underwriting module will read the field underwriting guides and generate an indicative offers across multiple insurance carriers based on your client information in under 5 minutes.

04. One Intelligent Platform

From client information gathering, RxCheck, field underwriting, to indicative insurance offers, we have all the tools on one platform. No more fragmented solutions, no more pieced together apps, no more login to different apps, no more data moving from one system to another.

Transform Your
Sales and Operations Today

If you’re an independent insurance agent or agency processing 15 cases or fewer a year and want to reach 20+ cases or generate $250,000+ in target premiums, let’s talk about how we can help you achieve your goals.

If you’re a Brokerage General Agency (BGA) or Independent Marketing Organization (IMO) looking to help your agents reach 20+ cases a year, we’re here to support you and your team. Let’s discuss how we can make that happen.

Schedule a demo today and see our platform in action.

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