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Kelly Klee launches hybrid robo advisor for HNW clients

Chatbots are quickly gaining popularity in the insurance industry.
Insurance buyers are getting used to making their initial
transactions in cyber space before engaging with human
advisors for more bespoke guidance.

Chatbot technology is a
quick and efficient way to get the insurance process started and a
useful data collection tool for insurance carriers or brokers.
However, not everyone has had the luxury of gaining robo
advice to get their insurance transactions off the ground. High net
worth (HNW) individuals – with significant assets and equally
substantial insurance needs – have been somewhat underserved
in the digital realm… until now.

Kelly Klee, Inc., the digital insurance broker for successful
Americans, announced on Wednesday the release of a first-in-
kind hybrid human-robo advisor for HNW personal insurance.
Consumers who visit the Kelly Klee website will be able to pre-
select an expert human advisor before engaging with the chatbot.

The broker’s hybrid robo advisor will deliver a personal coverage
score and detailed coverage analysis after the consumer answers
14 simple questions about their assets and lifestyle. Users who
want to receive full coverage plans can then continue with their
pre-selected expert human advisor, who will compare offerings
from appropriate insurers.

“Up to this point, online insurance has been about quickly
delivering plain vanilla products to the masses. Many of our
clients spend over $10,000 per year on their policies and have
significant assets to protect. Unfortunately, about 80% come to
us with severe coverage gaps. They need expertise. That’s why
we built the online coverage advisor with a seamless transition to
licensed experts,” said founder and CEO, Jon Kelly.

“A lot of our clients have interesting and bespoke assets which
they’ve collected over time. The robo advisor portion of our
hybrid solution can identify those assets – whether it’s a unique
painting or a valuable wine collection – and quickly tell the client
insurance coverage is available and would be beneficial. The
human advisor can then tailor the coverage and direct the client
to the most suitable carrier.”

Kelly Klee’s hybrid human-robo advisor also benefits the
brokerage in that it provides a detailed framework for the human
advisors to work off. The robo advisor collects the primary data
(assets, insurance needs etc.) and Kelly Klee’s brokers simply
have to tailor coverage based on that framework.

“We’re a digital brokerage, so most of our clients are more tech
savvy than the average consumer. But this hybrid human-robo
advisor is an example of us going above and beyond our
customer demands, and looking to provide the highest possible
value solution before our consumers have to engage with us
one-on-one,” Kelly Said.

Funding for the innovative project came partly from the $4.5
million in seed funding the brokerage has been raising over the
last 18 months. Investors participating in the funding include Gary
Tolman, the former CEO of Esurance; David Fitzgerald, former
head of business development for Google Compare Insurance;
David Wong, former General Partner at Brentwood Associates;
LowerMyBills founder Matt Coffin; Kelly Klee CEO Jon Kelly, and
Langdell Investments.

This funding will also go towards expansion of Kelly Klee’s
human workforce. The brokerage is planning to hire new human
advisors to compliment the hybrid robo system. Kelly added: “If
all goes to plan, we hope to have some very rapid growth this

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