Saifr® Launches New AI Agent for Insurance Companies

Saifr's AI capabilities help compliance and marketing teams streamline regulatory compliance and efficiently manage risk

BOSTON, June 30, 2025 /PRNewswire/ -- Saifr®, a leading AI technology company incubated within Fidelity Labs, today announced new AI capabilities that can help insurance companies efficiently manage compliance with advertising regulations for life insurance and annuity products.

Saifr's latest AI agent alerts are based on model laws developed by the National Association of Insurance Commissioners (NAIC) and will expand to include various US state-level regulations. The AI agent alerts on potentially noncompliant or problematic content, explains the reasoning behind the alert, and generates recommendations to help mitigate the risk, all while prioritizing a human in the loop feedback process. The AI agent is designed to process the context of the full document, enabling it to intelligently surface flags and suggestions for potential concerns such as with phrasing, misrepresentations, disclosures, industry practices, and performance reporting, while the client's human subject matter expert remains in control of model output.

"Currently, insurers often manually review each document without tools that can enhance precision, which is time consuming and can contribute to variance across materials," said Vall Herard, CEO of Saifr. "Saifr's expanded AI capabilities promote consistency throughout compliance reviews of life insurance and annuities advertising, empowering compliance and marketing teams to focus on higher-value, more complex projects while efficiently managing risk."

Marketing teams can use the agent to perform a first-pass review and make changes before submitting for compliance review, while compliance teams can use the agent as an extra pair of intelligent eyes to help catch low-level risks and ensure thoroughness — leading to smoother collaboration, fewer rounds of review, and reduced regulatory risk.

The agent will be available via API, add-ins, and Saifr's intelligent workflow tool, SaifrReview^®.

This announcement expands Saifr's suite of AI agents for regulatory risk management, complementing existing AI-based marketing compliance solutions for broker-dealers and registered investment advisors.

About Saifr
Saifr redefines how compliance operates with advanced AI technology, the right data, and deep industry expertise. Built within Fidelity Investments' innovation incubator, Fidelity Labs, Saifr harnesses the power of AI agents to help address the limitations and inefficiencies within traditional compliance frameworks, helping safeguard organizations from regulatory and reputational risks. Saifr helps clients save time, reduce costs, and improve accuracy while protecting their firms. Our AI-powered risk prevention and management solutions include capabilities for marketing compliance review, adverse media monitoring, and electronic communications surveillance. Learn more at https://saifr.ai.

About Fidelity Labs

Fidelity Labs is Fidelity Investments' in-house software business incubator. Founded in 2005, Fidelity Labs has played a critical role in driving growth and innovation for the firm. The Fidelity Labs organization has a portfolio of internal capabilities and commercial businesses and is actively exploring concepts for future Fidelity businesses to enter new markets and better serve our customers. Learn more at https://labs.fidelity.com.

Saifr's products and services are not intended to replace the user's legal, compliance, business, or other functions, or to satisfy any legal or regulatory obligations.  All compliance responsibilities remain solely those of the user and certain communications may require review and approval by properly licensed individuals.

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SOURCE Saifr