Client risk questionnaire assistant
Helps clients answer accurately without inventing or inferring exposures.
- For
- Commercial brokers onboarding small businesses
- Solves
- Clients misunderstand questions and leave questionnaires incomplete.
- Delivers
- Client-confirmed questionnaire and supporting evidence
- Built in
- about 5 weeks of creation time, MVP in 6 days
- Investment
- $10,500 for the MVP, $41,500 for the full product
- Run it
- Inside your business, or as part of your offer to clients
What it does
For commercial brokers onboarding small businesses, turn approved questionnaires and client-provided business records into client-confirmed questionnaire and supporting evidence.
- Explain question terminology.
- Collect declared facts.
- Suggest supporting records.
- Detect inconsistencies.
- Flag unanswered items.
- Preserve client confirmation.
What goes in, what comes out
- Approved questionnaires
- Client-provided business records
AI drafts, people review. Client intake portal and staff exception queue.
- Client-confirmed questionnaire
- Supporting evidence
How it works
The workflow
- InStart with
Approved questionnaires and client-provided business records
- 1
Choose the request type
- 2
Collect declared facts and required documents
- 3
Extract relevant fields
- 4
Show missing or inconsistent information
- 5
Let the submitter correct it
- 6
Route the complete package to an authorized reviewer
- OutFinish with
Client-confirmed questionnaire and supporting evidence
AI does the heavy lifting, people stay in charge
Classify submitted material, extract candidate fields and draft clarification questions. Deterministic rules test required fields and formats. Keep uncertain extraction visible and preserve the original statement. Do not infer missing material facts.
What your team sees
Key screens: Questionnaire wizard, explanation panel, broker review. Give submitters a mobile-friendly step-by-step form with document uploads and a visible completeness checklist. Staff see a queue with missing items and extracted fields. Place the original document beside each uncertain value. Show submitted, clarification required and ready-for-review states. In this product, the first view is questionnaire wizard, followed by explanation panel and broker review.
Accounts and administration
Secure uploads, configurable checklists, progress saving, duplicate handling, reviewer assignments, clarification threads, deadlines and submission history.
Integrations and data access
Broker-approved policy documents, case records and carrier requirements. Case management, customer records, document storage and notification systems. Begin with an exportable review pack before automating destination writes. These are candidate integration categories, not verified supported connectors.
How we build it
We build with our own AI software development factory, so most implementations take days to a few weeks of creation time, not months. You see working software at every step, and exact timing depends on availability.
- 1
Scoping call
Day 1Thirty minutes on your process, your data and how you want to run it: for your own team, or for your clients. You get a fixed scope and price for the MVP.
- 2
MVP
6 daysOne buyer segment, one recurring use case; first modules: explain question terminology; collect declared facts. Manual review in the loop. Built by our AI software factory.
- 3
Paid pilot
7 daysAccounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.
- 4
Full product
3 weeksRemaining modules: detect inconsistencies; flag unanswered items; preserve client confirmation. Self-serve onboarding, billing, monitoring and the wider integration set.
- 5
Run and improve
MonthlyWe host, monitor and improve it for a fixed monthly fee, or hand it over to your team. How the retainer works.
Why we start with an MVP
An MVP, or minimum viable product, is the smallest version that your users can actually work with. It is not a cheap version of the full solution. It is a test, built to answer the questions that decide whether the rest is worth building.
- Pick the riskiest assumption. Here: will commercial brokers onboarding small businesses use it to solve "clients misunderstand questions and leave questionnaires incomplete"?
- Build only what tests it. One team, one use case, a few core modules. People do the rest by hand for now.
- Run a paid pilot. Process a bounded set of historical and new submissions.
- Measure, then decide. Track complete answers and broker clarification time. Then expand, change course or stop, with evidence instead of opinions.
MVP scope for this solution. Begin with commercial brokers onboarding small businesses and one recurring use case. Build the first two modules: explain question terminology; collect declared facts. Provide operator assistance for the third module: suggest supporting records. Deliver client-confirmed questionnaire and supporting evidence through a manual review queue. Perform other necessary full-scope functions manually during the pilot. Include all applicable access, accuracy and professional-review controls from the start.
After the MVP. After paid pilots establish value, automate the remaining modules: detect inconsistencies; flag unanswered items; preserve client confirmation. Add one validated source integration, reusable customer configuration and recurring delivery. Expand to additional teams, document formats or languages only after testing the new scope.
What the build depends on. Secure upload handling, reliable extraction, versioned completeness rules, submitter identity and staff routing. Third-party checklist changes require maintenance.
Investment
A planning range to start the conversation, not a quote. You pay per phase, so you can stop after the MVP.
- Phase 1
MVP
One buyer segment, one recurring use case; first modules: explain question terminology; collect declared facts. Manual review in the loop.
- Phase 2
Paid pilot
Accounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.
- Phase 3
Full product
Remaining modules: detect inconsistencies; flag unanswered items; preserve client confirmation. Self-serve onboarding, billing, monitoring and the wider integration set.
Indicative total, MVP to full product$41,500about 5 weeks of creation time · start with the MVP from $10,500
Running costs per month
A rough indication of monthly hosting and AI model costs once it is live, not tested. Real costs depend on usage, file sizes and the models chosen.
| Stage | Hosting and infrastructure | AI usage | Total per month |
|---|---|---|---|
| MVP and paid pilotabout 3 customers | $50–$100 | $40–$90 | $90–$190 |
| Full productabout 50 customers | $190–$380 | $280–$560 | $470–$940 |
Run it or resell it
For your own team
Commercial brokers onboarding small businesses run it inside the business: approved questionnaires and client-provided business records in, client-confirmed questionnaire and supporting evidence out, reviewed by your people.
As part of your offer
Agencies, consultancies and software companies can offer it to their own clients under their brand. We build and maintain it; you sell and deliver it.
Your brand, or this one
Run it under your own brand, or start from this concept style.
- primary
#278c91 - accent
#c96a54 - surface
#e4f0f1 - ink
#22201e
- Headings
- Space Grotesk
- Text
- Inter
- Voice
- Reassuring, clear, no small print
Selling it to your own clients: the go-to-market playbook
Pricing to test
Test USD 500-2,000 setup plus USD 150-750 monthly for one form family and a capped submission volume. Quote specialist review and unusual document formats separately. Prices are experimental.
Message to test
Client risk questionnaire assistant for commercial brokers onboarding small businesses. Helps clients answer accurately without inventing or inferring exposures. Demonstrate the claim through an assisted questionnaire walkthrough.
Where to find buyers
Broker client onboarding partners
Lead magnet
An assisted questionnaire walkthrough
The first 30 days
- Week 1: interview five prospective buyers in this segment: commercial brokers onboarding small businesses. Ask to see a recent example of the problem and their current process.
- Week 2: prepare this demonstration using authorized or synthetic material: an assisted questionnaire walkthrough.
- Week 3: present it through broker client onboarding partners and seek one narrowly scoped paid pilot.
- Week 4: review complete answers, broker clarification time, total delivery effort and a concrete renewal decision before increasing scope.
Paid pilot
Process a bounded set of historical and new submissions. Include missing, duplicate and unreadable documents. Compare complete submissions and clarification effort with the current intake method. For this solution, use approved questionnaires and client-provided business records and evaluate client-confirmed questionnaire and supporting evidence. Agree success thresholds with the buyer before starting; collect a baseline for complete answers, broker clarification time. A positive signal is payment and repeat use with acceptable quality and delivery cost, not a favorable demo reaction alone.
Success metrics
Complete answers, broker clarification time
Retention and expansion
Review incomplete submissions and simplify recurring friction. Expand to another form or document family after the first workflow reliably produces review-ready cases.
Why clients would pick it
Document-type expertise, tested completeness rules and a low-friction client experience embedded in a repeat administrative process. For this solution, build around helps clients answer accurately without inventing or inferring exposures. This advantage requires execution and accumulated customer trust; the base model alone is not a defensible asset.
Alternatives and positioning
Email collection, generic web forms, spreadsheets and existing case management systems. Differentiate on this specific proposed advantage: helps clients answer accurately without inventing or inferring exposures. Test it against the buyer's current method on the same task. Competitor coverage and uniqueness have not been established.
Main delivery costs
Document processing, storage, exception review, support, checklist maintenance and customer-specific integration work.
Safeguards
Separate document preparation from coverage, underwriting and claims decisions. Authorized professionals review policy meaning and customer commitments. Validate source access and reviewer availability during the pilot. Maintain customer-level access, data deletion controls and a record of final approvals.