AI app for insurance · no coding needed
Client risk questionnaire assistant
Helps clients answer accurately without inventing or inferring exposures.
Made for: Commercial brokers onboarding small businesses
What it does for you
The problem
Clients misunderstand questions and leave questionnaires incomplete.
What it gives you
Client-confirmed questionnaire and supporting evidence
What you give it
Approved questionnairesclient-provided business records
How it works, step by step
- Explain question terminology
- Collect declared facts
- Suggest supporting records
- Detect inconsistencies
- Flag unanswered items
- Preserve client confirmation
What you see on screen
- Questionnaire wizard
- explanation panel
- broker review
Build it yourself with your AI system
Build this app yourself, no coding needed
Start with a quick version you can try in a few minutes. Like it? Then build the full app by copying and pasting our step-by-step instructions: everything is prepared for you.
Sign in to see how to build it yourself
Build a quick version to try, or get the full app pack for Client risk questionnaire assistant with the step-by-step building instructions. You don't need any technical skills: you copy, paste and answer a few questions. Both are included in the membership.
4 Have it built for you days to a few weeks
Rather not do it yourself, or want it fully tailored to your data, your way of working and your brand? Nexibeo builds Client risk questionnaire assistant with you.
What's in the app pack
Included in the Complete AI Training membership.
- The building instructions your AI follows, step by step
- The questions your AI will ask you about your business before it starts
- A clickable demo you can open in your browser, to see how it should work
- A detailed blueprint of the screens, the information it keeps and the checks it runs
Become a member to get the app packAlready a member? Sign in
The files, for the technically curious
- START-HERE.mdHow to build it with your own AI (read first)3 KB
- README.mdOverview and links1 KB
- questions.mdQuestions to answer before you build2 KB
- prompt-cloudflare.mdThe full build prompt, hosted on Cloudflare22 KB
- prompt-vps.mdThe same build on your own server (Docker)22 KB
- spec.jsonData model, API, AI pipeline, acceptance criteria12 KB
- demo/index.htmlThe working demo on sample data201 KB
Questions
Do I need to know how to code?
No. You copy and paste the prompts on this page into ChatGPT or Claude, and the AI does the building. When it asks you something, you answer in your own words.
What does it cost?
The quick version, the app pack and the step-by-step instructions are for members: you pay the membership price, not a price per app (see the plans). Building the full app uses your own ChatGPT or Claude subscription. Putting it online is often cheap or no cost at the start, and your AI tells you before anything costs money.
How long does it take?
The quick version: about two minutes. The real app: an afternoon for a first version you can use, longer if you want every feature.
Can I change it to fit my business?
Yes. Tell your AI what to change in plain words, like “add a column for the price” or “use our logo and colours”. Or have Nexibeo build and customise it for you.
More detailsHow the AI works, safeguards and what to build first
For commercial brokers onboarding small businesses, turn approved questionnaires and client-provided business records into client-confirmed questionnaire and supporting evidence. Address the recurring problem: clients misunderstand questions and leave questionnaires incomplete. The pilot measures complete answers and broker clarification time against the buyer's current method, before the larger build.
Choose the request type, collect declared facts and required documents, extract relevant fields, show missing or inconsistent information, let the submitter correct it, and route the complete package to an authorized reviewer. Start with approved questionnaires and client-provided business records and finish with client-confirmed questionnaire and supporting evidence.
How the AI works
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.
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.
What to build first
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.
What it can connect to
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.
The screens in detail
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.
