Imagine getting 5–10 hours back every week. Tell us what your AI Employee should
do first.
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Challenge Accepted — What Is It?
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Build Your
AI Employee
A simple initiative
to shape the
next generation
of AI Agents
at Effi.
We're asking
brokers to tell
us the Top 3 admin tasks
they'd love to
hand off to an
AI Employee.
Brokers tell
us what they'd
delegate to an
AI Employee —
and Effi builds
the best ideas
into real AI
Agents.
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6
Quick Questions
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< 3 MIN
Time on the Clock
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5–10
Hours Back / Week
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Your Ideas. Your AI Agent. Your
Future Workflow.
We'll review all responses, identify
common opportunities across the
broker network and select a small
number of brokers to partner
with.
For selected brokers, Effi will
build a custom AI Agent at no cost
to solve a real business use
case.
The outcomes, efficiencies and
learnings will then be showcased
in a future newsletter and video
demonstration.
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Our objective:
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Gather real broker feedback
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Build practical AI solutions based on real-world needs
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Showcase the value AI can deliver
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Position Effi
as an innovation
partner, not
just a software
provider
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You'll also have the opportunity
to be featured in a future edition
showcasing real-world outcomes
and a live video demonstration.
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The 3-Minute Challenge
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Prioritise what you'd most like to automate
What would make the biggest difference to your day?
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Tell us what we missed
Is there something not on the list? Tell us.
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Show us where time is currently being invested
Help us understand the opportunity.
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Who currently manages these activities?
Broker, admin, VA, loan processor or a combination.
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How many hours each week does this consume?
Imagine getting that time back.
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Would
you
like
to
be
considered
for
a
complimentary
AI
Agent
build?
Selected
brokers
will
become
our
featured
innovation
partners.
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Why Get Involved
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This is more than a survey. This is an opportunity to:
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Influence the future of broking
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Gain early access to AI innovation
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Receive a custom AI Agent at no cost
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Be featured as a success story
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Help shape solutions
that benefit
the entire broker
community
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