Giving brokers the tools to help guide on life’s most important decisions impacting health and wealth…
The Deserve platform is an AI-native solution purpose-built to unlock administrative and engagement work, so agents can focus on what they do best: serving clients.
First class client service is hard to scale.
Our team brings world-class talent together with deep experience in AI technology, fintech and insurance experience to help you unlock the most from your business.
As brokers become more successful, servicing and renewing their client base often takes up most of their time—making it difficult even for the best agencies to continue growing.
We built Deserve’s AI to offset the opposing tension between high quality service and scale, allowing agents to—
Serve clients better
Maximize retention
Grow their business
How Deserve A.I. Helps
Automate your workload and amplify your impact.
Deserve’s A.I. assistants handle repetitive tasks and engage clients across SMS, phone, and email—freeing you to be more strategic and client-focused while accelerating:
Renewals
Client service
Cross-selling
Onboarding
Quoting and enrollments