top of page

BAX for Producers

BAX helps insurance producers work faster by making all customer files instantly searchable, enabling faster broker/agent onboarding, easy policy comparisons, and eliminating knowledge gaps in producers.

Improved Onboarding

BAX simplifies onboarding for new insurance producers by reducing the learning curve. Instead of navigating complex software, vast insurance knowledge bases, and unstandardized file storage while trying to decipher company-specific tribal knowledge; new producers can just ask BAX instead.

Policy Comparison

BAX lets producers ask for policy comparisons across selected carriers or their entire portfolio and receive clear, structured results. Its flexible question-and-answer search allows producers to customize comparisons as needed, and as new carrier policies are added to the file base, getting an updated comparison is as simple as asking BAX again.

Enhance Client Interactions

BAX removes the guesswork from client and prospect conversations by enabling producers to ask questions in real time. This helps producers confidently position themselves as trusted advisors, eliminating knowledge gaps and allowing them to focus on closing business.

bottom of page