AI Workforce & Automation Solutions

End-to-end AI automation services built to scale operations and drive measurable efficiency.

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Our AI Automation Services.

Comprehensive AI automation services crafted to scale your business and boost efficiency.

AI Voice Agents

24/7 intelligent voice agents that handle customer calls, qualify leads, and book appointments automatically across all channels.

AI Chatbot Agents

Smart chatbots for WhatsApp, Gmail, Outlook, TikTok, Facebook, Instagram, and all social media platforms that convert conversations to sales.

Custom AI Automations

Tailored AI-powered workflows that automate repetitive tasks, streamline operations, and boost productivity across your organization.

AI Inbox & Calendar Management

Intelligent inbox and calendar management that helps business and executives buy back their time and focus on what matters most.

Meet the next evolution of AI Workforce: Agents that work for you.

An AI workforce is a team of intelligent digital workers—AI agents, chatbots, and automation systems—that handle finance, insurance, real-estate business tasks traditionally performed by humans, freeing your brokerage to focus on revenue.

These 'AI employees' never get tired, don’t take breaks or holidays, and work 24/7—tackling repetitive, data-driven, and communication-based tasks.

Agents are deployed across support, sales, admin, and operations. Benefits of our AI workforce:

  • Leverage data – turn organisational data into action.
  • Reduce costs – automate the busywork at scale.
  • Augment your team – multiply output without burnout.
  • Increase revenue – follow up faster, win more deals.
  • Extend your workforce – scale instantly, no new hires needed.

How It Works?

A proven 5-steps process to transform your business with AI automation.

STEP1: Audit & Discovery

We analyse the bottlenecks in your operations and deliver a personalized audit based on your Automation Scorecard.

STEP 2: Strategy & Design

Our roadmap uncovers manual tasks pain-points and AI automation opportunities, driving efficiency and aligning with your business vision.

STEP 3: Build & Configuration

Our team develops, configures, data preparation, and fine-tuned custom AI automations and workflow solutions tailored to your exact needs.

STEP 4: Integration & Orchestration

Seamlessly integrate & deploy AI solutions across all your platforms and channels for maximum reach and efficiency.

STEP 5: Optimize & Scale

Continuously monitor, optimize, and scale your AI systems to deliver measurable ROI and business growth.

Imagine: 80% Reduction in Admin Time, 25% Increase in Client Retention.

Answer 22 questions and receive a personalized audit Scorecard results. Tailored to your needs, it’s quick, free, and takes just 3 minutes.

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Why Choose Our AI Solutions?

We're not just building AI tools—we're creating intelligent financial, Insurance, and real-estate systems that transform how you do business.

Our Unique Value Proposition:

  • Finance, Insurance & real-estate focused —Deep expertise in the broker ecosystem (CRM, compliance and policy).
  • 3X Results-Driven —We focus on business growth through intelligent custom automations.
  • ROI Driven — Our goal is a verifiable ROI within the first 90 days.
  • 14 Days Fast Implementation —Deploy AI solutions quickly without disrupting your current operations.
  • Freeing your brokerage to focus on revenue, not repetitive admin, reclaimed 15 hours per broker per week.
  • We build automation around your existing systems, not generic software. A personalised audit based on your automation Scorecard.

Meet your AI-powered Insurance Agents — they never
sleep, never forget, and always deliver.

AI Contact Centre Customer Support Agent

They provide instant, human-like assistance across multiple channels such as website chat, email, SMS, and WhatsApp. These agents reduce call-centre workload.

AI Contact Centre Underwriting & Risk Assessment Agent

AI underwriting agents help insurers evaluate risk with greater accuracy and speed. They analyse customer information.

AI Contact Centre Policy Management Agent

Handle the administrative tasks involved in maintaining active insurance policies. They help customers make changes such as updating addresses, & coverage.

AI Contact Centre Compliance & Regulatory Agent

AI compliance agents monitor policies, documents, and operational processes.They verify customer identities for example (KYC/AML).

AI Contact Centre Sales & Distribution Agent

AI sales agents support brokers, agents, and internal sales teams by identifying high-value leads, predicting customer needs, and recommending relevant insurance products.

AI Contact Centre Claims Processing Agent

AI contact centre claims support agents guide a claim from the moment it is reported to the final settlement decision. They can review the information provided by the policyholder.

POWERED BY AIOS

Your AI Work Agents Runs on CXPORTAL Knowlwdge OS.

The AI Operating System that powers digital workers to transform
your business from reactive to proactive operations.

Let's discuss how CXPORTAL Knowledge OS Platform can help you scale and grow.​

WORK WITH US

We'll do everything we can to make our next best project!

Rapidly Optimise your Customer Experience with CXPORTAL bespoke eCommerce and data science solutions

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