Compi brings applied AI to insurance inside the Colendi ecosystem — where choosing the right coverage and saying yes to it are often the same moment.
The challenge
Generic offers converted poorly, and coverage recommendations were disconnected from the customer’s real context. Personalization existed in silos: the agency knew the product shelf, finance knew the customer, and neither system talked to the other in real time.
Building it
A journey agent now follows the customer across the funnel: it personalizes coverage recommendations using ecosystem-wide signals, surfaces the right offer at the point of decision, and continues the conversation after purchase for policy service and renewals.
What changed
- Conversion uplift in double digits — on personalized journeys
- Policy attach rate up by half — when the offer meets the moment
- One conversation from quote to renewal — no channel resets
“The best recommendation isn't a policy — it's coverage the customer can say yes to, right now.”
Product, Compi