I can't see "AI Assistant" in my menu. Why?
Either your organisation doesn't have the AI Assistant enabled, or your admin hasn't given you a seat. Ask your Organisation Admin to check Settings → AI Assistant → Access Management.
Does the Assistant replace my advice?
No. It's a drafting and research tool. You're responsible for reviewing everything it produces before it goes to a client or insurer.
Can the Assistant see my clients in WinBEAT / INSIGHT / my broking system?
No. It only knows what you type, what you attach and what's in your organisation's Knowledge Base.
Can the Assistant search the internet?
Yes. It can look up current information online and link to the pages it used. Always check the linked source.
Does it work on my phone or tablet?
Yes. The AI Assistant works in a mobile browser. Routines and file uploads work on mobile too.
Does it know Australian insurance terms and law?
It has broad general knowledge of insurance and Australian terminology, but it can be wrong or out of date. For anything specific, give it the actual PDS or ask for sources.
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