Lumimory — Agile Labs case study

SectorInsurance distribution and advisory

PlatformWeb application, private AI deployment

ServicesProduct design, AI engineering, hosting and operation

StatusPre-launch. Founding Design Partner programme open

The challenge

Policy servicing, claims, beneficiary updates and product enquiries keep advisers busy but not productive. Every request starts another search: carrier portals, product PDFs, email threads, old product decks, meeting notes, somebody’s memory. The more time an adviser spends servicing, the less time they spend selling.

The answers already exist inside the organisation. They are scattered, undated and held in people’s heads, so a new joiner starts from nothing and a handover loses what the last adviser knew.

What we built

Lumimory connects the organisation’s existing sources, carrier documents, product decks, client records and email, and builds from them a memory in which every product, policy and client is traceable to where it came from. Advisers ask in the place they already work and get the answer, its source, and the ready-to-send form.

Ask Lumimory: the question, the carrier steps in reply, and the model running on the firm’s own server — Ask Lumimory. The carrier steps, the form and the source, answered on the firm’s own server.

Lumimory product library with dated editions per product — The product library. Every product carries dated editions, so an old case reads as it was sold.

The morning brief

What matters today, ranked, with a reason for each.

Ask Lumimory

A cited answer and the carrier steps, in one panel.

Servicing, guided

Request, client, insurer, then the form and the message.

The client record

Household, cover, gaps and history on one page.

Product memory

Products with dated editions, so an old case reads as it was sold.

The organisation console

Coverage gaps, retention risk and consent, organisation wide.

Built for client data

Client data stays under the organisation’s control: role-based access, an audit log for every AI interaction, a source citation for every answer, and private deployment options. Data is hosted in Singapore or Malaysia with Exabytes and is never used to train public AI models. Lumimory is built and operated by Agile Labs Pte Ltd, certified to ISO/IEC 27001:2022 and holder of the CSA Cyber Trust Mark (Performer).

Lumimory firm console: coverage gaps, knowledge at risk and compliance across the organisation — The organisation console. Coverage gaps, retention risk and consent, organisation wide.

Lumimory AI audit log — The AI audit log. Every question, answer and source, recorded.

Lumimory form filler — The form filler. Client and policy data placed into the carrier form.