Table of contents

Newsletter #1 – August 2025

The Calm Before Q4

August may look quiet, but the industry is already shifting. Here's what you need to know now.

How AI Can Help Brokers Survive (and Thrive) During the August Crunch

August might feel like the slowest month of the year, but for commercial brokers, it's often the calm before the Q4 storm. Unfortunately, too much of that burden still falls on producers and account managers chasing down paperwork, manually emailing clients, or organizing fragmented renewal pipelines. This is exactly where AI and automation are starting to make a real difference.

Newsletter-Exclusive Early Access

The past few months have been busy!

We've rolled out major updates designed to streamline operations, save your team time, and make Olivo even more intuitive.

OlivoPortal is now desktop-ready

Faster access, fewer distractions, and better performance, especially for high-volume teams.

Meet OlivoPhone: Your New Voice Solution

Stop losing business after hours. Your AI phone line keeps your pipeline active.

New Summary Table for Aftersales

No more digging through threads or toggling between screens with one centralized after-sales interactions view.

Commercial Bots Are Now Live

Your teams can now automate intake, triage, and common questions for Auto, Cybersecurity, and Technology commercial lines, 24/7, without lifting a finger.

Chatbots to Super Brokers: Jeff Roy on The Rise of Agentic AI in Insurance

Charles Dugas, VP of Koïos Intelligence, sat down with Jeff Roy, CEO Excalibur Insurance Group, to discuss the new generation of AI in the insurance world.

Discover why getting ahead now could be the difference between leading the market or falling behind.

Newsletter-Exclusive Early Access

Upcoming Events

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  • Sep 23 | IBABC Trade Show @ Hyatt Regency in Vancouver, BC
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  • Oct 22-23 | IBAOCon @ Niagara Falls, ON

 "Since integrating the virtual assistant, our team spends much less time on repetitive tasks – such as policy changes or quotation requests – allowing us to concentrate on customer support and manage a considerably higher volume of cases. Our customers now benefit from instant assistance, 24 hours a day, whether online or […]"

Bruno Fortin, President, J Gérard Fortin & Associés

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About Koïos Intelligence

Founded in 2017, Koïos Intelligence's mission is to empower the insurance and financial industry with the next generation of intelligent and customized systems that are supported by Artificial Intelligence, statistics and operational research. Combining the knowledge of our lead experts in Insurance, Finance and Artificial Intelligence, Koïos is developing new technologies that redefine the interactions between insurers, brokers and customers.