Bili offers straightforward methods for brokers to engage with its features:

Client Research

Begin by asking Bili to research a specific client. The platform will then request any relevant information—such as background details, existing coverage, or key concerns.

After gathering the provided data, Bili compiles a brief research report summarizing essential insights, including potential risks, recommended coverage options, and strategic considerations.

Brokers can export this report as a PDF or email it directly to themselves, allowing for seamless record-keeping or client presentation.

Risk and Insurance Advice

Bili is designed to handle a wide range of queries related to insurance and risk management. Brokers can ask about emerging trends, industry best practices, or recommendations on potential coverage gaps.

These interactive, conversational features allow brokers to delve into deeper analysis without the need for extensive technical knowledge.