Alpi Technologies
AI assistant for insurance advisors that automates meeting capture, CRM updates, and compliance documentation
Overview
Alpi Technologies is a data capture and workflow automation platform for insurance advisors operating across Life & Annuity and Property & Casualty markets. Founded in 2025 and headquartered in Switzerland, the company provides an AI assistant that records and structures client advisory conversations, feeding the output directly into CRM systems, client files, and compliance archives -- eliminating manual data entry for advisors.
The platform is delivered as SaaS with an emphasis on Swiss data sovereignty: all data is processed on Swiss infrastructure using proprietary AI models developed in-house, with no data transfer to US cloud providers. Capabilities include real-time conversation capture, automated compliance document generation, portfolio gap analysis, and pre-population of insurance company portals for offer preparation.
As of 2026, Alpi serves insurance advisors across Switzerland with approximately USD 880K in annual recurring revenue. The company has received grant support from Venture Kick (CHF 50,000) and the FIT Digital Grant (CHF 20,000), alongside selection into the NVIDIA Inception Program, Google for Startups, and the Insurtech UK Global Rapid Acceleration Program.
Products & Services
AI Advisory Assistant
An AI assistant that captures, transcribes, and structures data from insurance advisor client meetings in real time.
Key Features
- Conversation capture and transcription from client advisory meetings
- Automatic population of CRM records, client files, and correspondence archives
- Detection of client decisions and extraction of follow-up action items
- Automated compliance document and audit trail generation
- Pre-population of insurance company portal fields for offer preparation
Target Users: Independent insurance advisors and agency-based advisors in Life & Annuity and P&C markets
Portfolio Intelligence
An analysis layer that processes structured client data to surface actionable insights for advisors.
Key Features
- Coverage gap identification across client portfolios
- Cross-sell and upsell timing recommendations
- Client growth pattern analysis
- Portfolio optimization suggestions
Target Users: Insurance advisors managing multi-product client relationships
At a Glance
- Founded
- 2025
- Headquarters
- Switzerland
- Employees
- 1-10
- Funding
- Bootstrapped
Category & Focus
- Category
- Data & Analytics
- Subcategories
- AI Workflow Automation CRM Integration Compliance Documentation
- Insurance Verticals
- Life & Annuity P&C Personal P&C Commercial
- Target Customers
- Agents/Agencies
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Last updated: 2026-07-13