AI Discovery Intelligence
Insurance buying now starts with a question to an AI.
Benefits managers, brokers, and business owners ask ChatGPT, Perplexity, Gemini, and Claude who to trust — and the assistants answer with a shortlist. AI discovery intelligence is knowing, with evidence, whether you're on it.
The five operational questions
Most insurance organizations cannot reliably answer these today. An audit exists to answer all five — with stored evidence, not opinions:
On which real buyer questions are we named, omitted, or described incorrectly?
Which competitors are selected instead — and how consistently?
Which sources and signals appear to support those selections?
Which changes are within our control and worth implementing first?
Did the implemented work produce a durable change, or a one-off model response?
The loop, not a report
Monitoring tools chart mentions. SEO agencies produce content. PR agencies chase coverage. The insurance-specific loop connects them: a market benchmark that shows where you stand, a diagnosis of why competitors win the answer, implementation of the highest-confidence changes, and a comparable re-measurement that proves — honestly — whether the work moved the result.
The market context is public: 65% of the 88 measured organizations appear in no Perplexity buyer answer, and 49% in no ChatGPT answer (US Insurance AI Discovery Index — Edition 1 · June 2026 · 88 organizations · methodology 2026.1).
Who this is for
Brokerages & MGAs
Buyers research you online, marketing can ship changes, and one new account pays for the work many times over.
TPAs & specialist providers
B2B journeys with identifiable commercial-intent questions, competing against better-known national brands.
Regional carriers
Benchmark coverage already shows where you stand; the audit turns it into an account-specific decision.
National carriers
Strategic, multi-stakeholder engagements — start with an executive briefing rather than a form.