Ermos AI for advice letter drafting.
Every placement ends in a letter: what we recommend, why it suits your circumstances, what you should know about the cover. Since claims handling and advice sit under the AFSL regime, the letter is compliance as much as service. The unit drafts it from the placement file; the broker owns it.
How it works on the unit
The client's file, the comparison work and the recommended terms are the sources.
Recommendation, basis and key cover points draft into your letter format, in the brokerage's voice.
Exclusions, conditions and duties the client must know are drawn from the actual wording, not remembered.
The broker settles the advice and sends. Nothing reaches a client without that sign-off.
What it changes in the brokerage
Advice letters stop being the bottleneck between decision and cover, their content matches the placement because it came from the file, and the disclosure of what a policy requires of the client is consistent on every letter, not just the careful ones.
Why on-premise matters here
Advice letters restate the client's circumstances and your reasoning. Drafted on the unit, both stay inside the brokerage, consistent with the obligations on our insurance brokers page.
Common questions
Is an AI-drafted advice letter compliant?
Does it pull exclusions from the actual wording?
Will letters be consistent across brokers?
See Dominion answering from your own documents.
A demonstration takes 30 minutes, uses no client data, and comes with no obligation.
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