Digital Insurance

Digital Insurance Review Assistant

Adviser Insurance Review Assistant

Gauteng, South Africa

Z Brokerage


DIRA helps financial advisers manage annual short-term insurance reviews by engaging clients, reviewing current cover, identifying changes, collecting and recording information, and following up where necessary. DIRA prepares a structured report and notifies the adviser when the client is ready for professional review and advice.

Welcome. I'm DIRA. Your financial adviser has asked me to help with your insurance review. I'll take you through what you currently have insured and ask a few questions about what may have changed since your last review. I'll record your answers and prepare everything for your adviser. I won't give you financial advice — that's your adviser's role. Let's get your review underway.

How do I know you are legitimate and not a fraud?

Will the information I share be safe?