What TAP’s AI Agents unlock for your business

7mins

Average time saved per workflow

26,000+

Workflows automated each year (estimated)

1,886

Hours saved, equivalent to a full year of work

$188k+

Based on a $100/hr blended rate of time

Everything handled. Inside TAP.

No switching systems. No added risk. No complexity.

Accurate, reliable data at scale

Maintain structured, consistent client and policy data across your CRM without manual updates.

More time for client-facing work

Reduce repetitive admin and free up time to focus on advice, relationships, and higher-value activity.

Greater capacity to grow

Handle more clients, more consistently, without increasing headcount or operational overhead.

The work behind advice. Handled.

Anniversary Agent

Never miss a client's anniversary again. The Anniversary Agent handles anniversary workflows end-to-end. It processes communications, extracts and structures key data, updates client and policy records, links documentation, and logs activity automatically.

Arrears Agent

When missed payments occur, the Arrears Agent automatically steps in to manage the process. It automates the processing of missed payment notifications, keeps CRM records accurate and up to date, notifies clients, and ensures timely follow-up - helping protect client cover while reducing manual handling across your team.

Upcoming Agents

TAP’s AI Agents are just the beginning. Upcoming Agents will expand into additional workflows, including: new business processing, underwriting status tracking and application checking.

TAP AI you can trust

Built for security, control, and transparency.

Data stays within TAP

All client data remains securely within the TAP platform. It is never shared across firms or used to train external models, ensuring complete confidentiality and control.

Full visibility and auditability

Every action performed by TAP AI Agents is logged and fully visible within your CRM, providing a clear, auditable record of all activity.

Designed for compliance

Structured updates and comprehensive audit trails support regulatory requirements, helping your business maintain consistent and compliant record-keeping.

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