Casentra: Insurance Agent AI

Casentra is an AI workspace for licensed insurance agents in Hong Kong. Keep each client's documents, notes and history in one place, understand what the client needs, and walk into every meeting prepared. WHAT YOU CAN DO • Client cases: Create a separate case for every client and keep their files, notes and work history together. • Documents and AI Q&A: Upload PDFs, Word and Excel files, and images. Ask questions and Casentra answers using the information in that case. It helps you find details, organize content and summarize key points. • AI assistant: Pull out key client information and draft working notes for you to review and use. • Planning tools: Calculators for life, critical illness, retirement and education planning help you lay out different scenarios quickly. • Meeting prep: See the client's background, key facts, open questions and the documents you need, all in one view…