Empowering brokers to better guide life’s most important insurance, wealth, and health decisions.
The Deserve platform is focused on delivering an AI-native platform, purpose-built to unlock agent capacity, so they can do more of what they love — serving their clients across all of life’s most important health, wealth, and insurance decisions.
We use AI in everything we do…compliantly.
First class client service is hard to scale.
Our team brings world-class talent together with deep experience in AI technology, finance, insurance, and design to help you unlock the most from your business.
Most successful brokers reach a point where serving and renewing their client base occupies the majority of their time. Even the best agencies struggle to service their renewals while still growing the business.
We built Deserve’s AI to eliminate the tension between client service and scale, allowing brokers to—
Grow faster
Retain more clients
Spend more quality time doing what they do best
How AI Helps
By automating your workload, we can force multiply your impact.
Deserve’s AI assistants take repetitive and time-consuming tasks off your plate to make you more productive, strategic, and meaningfully connected to your clients.
Your Deserve AI assistant will contact clients by SMS, phone, and email to expedite—
Renewals
Client Service
Cross-selling
Onboarding
Quoting and enrollments
Sourcing