As advice businesses grow, so does the operational workload behind them.
Anniversary processing, missed payment follow-up, updating client records, managing documentation, and maintaining accurate CRM data are all essential parts of running an advice business, but they are also repetitive, time-consuming, and difficult to manage consistently at scale.
Over time, these workflows create operational overhead across the business:
Keeping CRM data accurate becomes increasingly difficult as client volumes grow, and when records fall behind, visibility, automation, engagement, and business opportunities are impacted.
TAP AI Agents automate operational workflows directly within the TAP CRM, helping advice businesses maintain more accurate records, improve workflow consistency, and reduce reliance on manual processing.
Operating seamlessly within existing CRM workflows, TAP AI Agents work in the background to process activity, update records, maintain visibility across servicing tasks, and support more structured, efficient operational processes.
The first TAP AI Agents available are the Anniversary Agent and the Arrears Agent.
The Anniversary Agent automates anniversary processing directly within the TAP CRM, removing the repetitive manual work involved in managing anniversary servicing activity while helping businesses maintain more accurate and up-to-date CRM records.
Key capabilities include:
Reduces repetitive admin, improves servicing consistency, and ensures CRM records reflect the work being completed across the business.
The Arrears Agent automates missed payment workflows directly within the TAP CRM, helping businesses manage high-volume arrears activity more consistently while reducing the manual effort involved in client follow-up and record management.
Key capabilities include:
Reduces manual handling, improves follow-up consistency, and helps protect client cover through more structured workflow management.
As client numbers grow, maintaining consistency across servicing workflows becomes increasingly difficult. TAP AI Agents help ensure workflows continue to be actioned reliably across the business while reducing reliance on manual processing.
TAP's AI Agents do not just complete workflows. Activity is automatically structured, logged, and maintained within the CRM, improving workflow visibility, reporting, and operational oversight.
By maintaining structured records and workflow history, TAP AI Agents help businesses improve audit visibility and reduce operational gaps caused by manual handling.
TAP's AI Agents operate directly within existing TAP CRM workflows. No additional systems or major workflow changes are required.
Reliable, structured CRM data changes how advice businesses operate.
With TAP AI Agents in place:
This creates more capacity across the business, allowing admin teams to spend less time on repetitive tasks and more time on higher-value work, while advisers can focus more on delivering great advice.
TAP AI Agents are designed around structured, repeatable workflows already used across advice businesses.
Rather than acting as standalone AI assistants, the Agents automate defined operational tasks directly within the CRM while advisers retain full visibility and oversight.
This helps advice businesses:
The Anniversary Agent and Arrears Agent are the first TAP AI Agents available as part of a broader AI roadmap across the client and policy lifecycle.
Additional AI Agents currently in development include:
In addition, Native AI capabilities such as meeting transcription and summarisation are being developed to support workflows across insurance, lending, and broader advice areas.
This reflects TAP’s focus on AI capabilities purpose-built for advice businesses and designed around real operational workflows.
TAP AI Agents are available now as part of TAP’s AI capabilities. The Anniversary Agent and the Arrears Agent are currently available for existing TAP customers via free beta access and will become a premium TAP feature as additional AI capabilities continue to roll out across the platform.
TAP customers interested in accessing TAP’s AI Agents can contact the TAP team and register their interest here.
