Kyra is the agentic AI woven through every Pulse Point workflow — with life & annuity domain expertise and your institutional knowledge built in. She watches your book, diagnoses root cause, and drafts the next move, always with human approval before anything sends.
Flags SLA breaches and stalled cases before they cost you placement.
Pattern-matches against your own history with a confidence score.
Prepares 3-prong outreach — carrier, agent, insured — ready to send.
Case manager, underwriter, commissions, BGA principal, sales — each their view.
Decades of life & annuity knowledge plus your institutional history, built in.
Kyra acts, but a person approves every outbound message. By design.
Kyra drafts the day’s follow-ups, ranks the calls that matter, triages the inbox, and writes replies in your voice — every action waiting for one human approval.
Hey Steven,
Wanted to follow up on Margaret’s case and see if you have an update, or if you need anything else from my end.
Happy to re-run illustrations if helpful — let me know.
Thanks,
David
Every producer and case manager gets an insurance & annuities expert on call — grounded in your carriers’ guidelines, with smart citations back to the source document.
Built for everyone across distribution — from the case desk to the corner office.
Walk it through your book, your carriers, and your hierarchy on one platform.