Workflow · Producers
Client Discovery
Turns a company name or URL into a link-backed client discovery brief for a producer preparing a sales call. Runs parallel web research into the business, its operations and exposures, leadership and decision-makers, and recent signals, then synthesizes a snapshot, likely insurance needs, smart discovery questions, and conversation angles.
What goes in
A client or prospect company name or URL (optionally the meeting context or what you want to learn).
What you get
A client discovery brief: snapshot, operations, leadership, recent signals, likely insurance needs, discovery questions, and conversation angles — all source-linked.
How it works
- 1Input: give SoterAI the prospect's company name or URL, and optionally the meeting context.
- 2Parallel research: it researches the business and operations, leadership and decision-makers, recent growth signals, and risk/insurance-relevant exposures at once.
- 3Synthesize: findings are deduplicated and weighted, separating evidence from inference and citing every source.
- 4Brief: a producer-ready discovery brief with a snapshot, likely insurance needs, smart discovery questions, and conversation angles.
Related pages
What this workflow delivers
A client discovery brief: snapshot, operations, leadership, recent signals, likely insurance needs, discovery questions, and conversation angles — all source-linked.
1+ hour
- Guided step by step, no blank page
- Owners and follow-up on every run
- Human review before sign-off