AI for Insurance Advisers
You protect families for a living. Let us protect your time.
You've sat across from the widow who didn't have cover. You've seen what happens when families aren't protected. That's why you do this work - because you know that the right insurance policy isn't just a product, it's a promise that someone's family will be okay.
But the conversations you need to have are hard enough without the paperwork that follows.
You spend an hour with a client talking about their health, their family situation, their fears about what might happen. They trust you with details they haven't told anyone else...
Ask Marloo anything.
Instant recall on every disclosure
Did they mention a family history? What health conditions were disclosed? When was their last review? Get instant answers from every client conversation without searching through files.
Ask what was disclosed across any client conversation — health, family, lifestyle.
Get a complete disclosure summary for underwriting in seconds.
Tell Marloo what you need and it gets started straight away.
Client-ready documents.
Needs analysis and file notes in minutes
Marloo draws on everything it knows about a client and generates needs analysis documents, file notes, and compliance records. Every disclosure captured, every detail in the right place.
Generate needs analysis documents and file notes from sensitive client conversations.
Written in your style with every material disclosure captured.
Review and finalise in minutes, not hours.
Every follow-up from every client conversation
The moment your meeting ends, Marloo captures every action — medical reports to request, policies to review, claims to follow up. Nothing falls through the cracks.
Every action captured automatically. Nothing missed.
Every task connected back to the client and the moment it came from.
Set up workflows once. Marloo runs them every time.
Insurance applications,
Filled from your client conversations
Upload your insurer forms once and Marloo handles the rest. Health details, lifestyle factors, cover requirements — every field filled from what you already know about the client.
Any form in your library, filled for any client in seconds.
Every field filled accurately from everything Marloo knows.
Support staff can fill forms on behalf of any adviser, automatically.
Your inbox,
Stay on top of every client and insurer
Every client and insurer email powers Marloo. Draft follow-ups, chase medical reports, and keep clients updated — all informed by your actual conversations.
Every client email in their profile, summarised and ready to scan.
Text, attachments, and images. Nothing missed.
Draft replies, prep for meetings, generate documents. All from your email history.
Every policy, claim, and conversation,
In one place for every client
Every call, email, document, and task for every client in a single timeline. Know their full history before any conversation.
Every client interaction in one timeline. Meetings, documents, emails, tasks.
Instant context before every client interaction.
Search across all client data in seconds.
Insurance advisers love Marloo
“Marloo is the answer I've been waiting for my whole adviser life and I'm sure many others will say the same. The time it is saving me is massive, it almost feels like I'm cheating at my job.”
Kelli Lockett
Adviser, Insurance Supply Co
“Marloo has revolutionised how efficiently post meeting work is managed. Hands down a better experience than using Co-pilot.”
Kirsten Evans
Adviser, Parka Insurance
“Great time saver and excellent for meeting compliance requirements. Also allows more time to listen to the client while Marloo takes all the meeting notes for you. Highly recommend.”
Anna Dunlop-Paaka
Adviser, Dunlop Insurance
“Marloo is seriously impressive. I used to spend over two hours preparing meeting summaries—now it's 20 minutes, with more clarity and the full client history itemised right after the call. That first meeting was 90 minutes and it nailed it. You've got a client for life.”
Aaron D'Souza
Director, LESA Financial
Privacy is paramount
We designed Marloo with privacy and security at its core. From the latest encryption standards to robust compliance measures, your data is always protected.
Advanced data controls
Opt to automatically delete recordings or transcripts whenever you choose, ensuring seamless compliance with your needs.
SOC 2 & GDPR compliant
SOC 2 Type 2 and GDPR compliant, with processes in place to protect your data and your clients' data at every level.
Your data, your choice
Your data stays under your control.
Your calling is advice,
not admin
Set up in minutes. Start with your next meeting, completely free.
Start with your next meetingSee it in actionFrequently asked questions
Financial advisers, paraplanners, and support staff across wealth management, financial planning, insurance, and mortgage advice. We work with all types of advisers, from independent advisers to large multi-adviser firms. Anyone who wants to work at the cutting edge of AI in financial advice and is ready for a true AI partner for their practice.
Marloo is the AI partner for financial advice, not just a notetaker. It does the work that surrounds advice so advisers can focus on clients. Generate advice documents, manage tasks, fill forms, draft emails, and build a complete picture of every client relationship over time. Ask Marloo anything and it gets straight to work. The longer you use it, the more it can do for you.
Marloo is much more than a notetaker. Meetings are just the starting point. Upload client documents, connect your inbox, generate advice documents, manage tasks, and fill forms. Everything flows into one complete picture of every client relationship. The longer you use Marloo, the more it can do for you.
Yes. Ask Marloo anything about any client — previous meetings, documents, emails, and files. Get an answer in seconds, or ask it to act and it gets started straight away.
Yes. Marloo is free to get started. Set up in under 10 minutes and try it on your next meeting. No credit card required. You can also book a demo or talk to our team at any time.
Not at all. Most advisers are fully set up in under 10 minutes.
Financial advice will always be human led. Marloo handles everything around the advice so advisers can focus on what only they can do. The relationships, the judgement, the trust. That is irreplaceable.
Marloo is built for the way compliance actually works in financial advice. It understands regulatory language, identifies required disclosures, and supports firm-wide oversight. Marloo Teams moves you from sample-based compliance to full coverage across every client interaction.
Yes. Marloo Teams lets you manage your whole practice. Add and remove team members, set permissions, manage billing and templates, and oversee compliance across every adviser.
Yes. You can upload existing templates, client files, documents, and data to Marloo at any time. Everything you bring in becomes part of the complete picture Marloo builds for each client.
Marloo integrates with Outlook and Google Calendar, and works across every major meeting platform including Zoom, Google Meet, Microsoft Teams, and Webex. Connect your inbox to bring your emails into Marloo and get the complete picture of every client relationship.
No. We do not sell client data and we do not use it to train AI models. Your data belongs to you and your clients. Our focus is on using it to make Marloo work harder for your practice, nothing else.
Marloo produces a high quality first draft from everything it knows about your client. You retain full responsibility for reviewing, editing, and finalising before anything goes to a client. Treat every output as a strong first draft, not a final document.
We have offices in London and Sydney, we serve advisers across six countries.
It’s a nod to our co-founder Hardy’s childhood. He learned to sail in an Optimist dinghy named Marloo — and the name stuck!
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