01
Reads the request.
Understands what cover is being asked about, the size and sector of the company, and what is missing.
Employee benefits & pension advisory
Every advice request, answered in five minutes. Any hour.
Quardafy reads each inbound request, asks the missing intake questions, checks it against your appetite, and routes it to the right advisor with a reason. Built for employee-benefits and pension advisory firms.
01 / The problem
The inbox is open. The advisor is not.
A company emails your firm, or fills in your form, asking about collective pension or income and absence cover. At most advisory firms that request waits hours, sometimes until the next day, while an advisor triages it by hand.
The requests that sit are usually the ones a competitor quotes first.
- Inbound arrives at every hour. Advisors work business hours.
- Triage is manual, so it is inconsistent and it is nobody’s actual job.
- The first firm to respond wins a disproportionate share of the ones worth having.
- Nothing is logged, so nothing about the intake is defensible after the fact.
02 / The solution
Read. Ask. Route.
The spine of the product is deliberately simple: understand the request, collect what is missing, then hand the qualified work to the right human.
Landed to qualified, routed and drafted in under five minutes, at any hour.
02
Asks the intake questions.
Automatically requests the details a human would have had to chase: current scheme and renewal date, contract type, decision timeline.
03
Classifies and routes.
Checks the request against your own appetite rules, sends it to the right advisor with a one-line reason, and drafts the reply.
03 / The boundary
Nothing else in your process changes.
Most firms try to fix this by hiring, or by adding another form, or by asking advisors to check the inbox more often. None of that survives a busy week.
Quardafy does not replace your advisors, your CRM or your quoting stack. It sits on top of the inbox you already have and removes the wait between a request landing and a human knowing it is worth their time.
The boundary is the reassurance.
AdvisorsStay in place
CRMStays in place
Quoting stackStays in place
Inbox intakeQuardafy sits on top
04 / How to get started
We prove it on your data before you pay for the build.
This is the first test, not a promise. We use your own recent inbound to establish whether the system clears the bar you set.
The validation risk sits with us, not with you.
If it clears: live in 60 days.
Measured in your own CRM.
01
You give us your last 90 days of real inbound requests.
02
We run the system across them and show you two things: how accurately it qualified each one, and how fast each would have been answered.
03
We agree the accuracy and speed bar before we start. If the validation does not clear that bar, you do not pay the build fee.