Saifr, an AI technology firm incubated within Fidelity Labs, has unveiled a new AI-powered product aimed at streamlining compliance for insurance advertising.
The company, known for its focus on enhancing regulatory workflows with artificial intelligence, continues to build out its portfolio of RegTech solutions for the financial services sector.
The latest release comes in response to the complex and often manual processes insurers face when ensuring advertisements for life insurance and annuities comply with evolving regulations. Saifr identified a growing need for smarter, more efficient tools to reduce compliance review burdens while enhancing accuracy.
Saifr develops artificial intelligence solutions that assist financial institutions with regulatory compliance, risk mitigation, and communication oversight. Backed by Fidelity Labs, the company leverages advanced machine learning to transform how firms manage regulatory and marketing risk.
The newly launched AI agent is specifically tailored for life insurance and annuity product advertising. It analyses full documents, intelligently identifying potentially noncompliant content based on model laws established by the National Association of Insurance Commissioners (NAIC). The tool offers alerts, explanations, and recommendations, helping teams adjust materials before regulatory issues arise.
The AI agent is engineered to flag issues around misrepresentations, disclosures, performance reporting, and phrasing. It integrates human-in-the-loop feedback, ensuring subject matter experts maintain control over the final output. By doing so, Saifr promotes both efficiency and regulatory precision in compliance workflows.
Available through API, add-ins, and Saifr’s proprietary intelligent workflow platform, SaifrReview®, the agent provides flexibility across different user needs. It allows marketing teams to conduct initial reviews and helps compliance professionals validate materials more thoroughly. This dual-utility function aims to improve collaboration and reduce review cycles.
This addition enhances Saifr’s existing suite of AI-driven compliance tools, which already serve broker-dealers and registered investment advisors. The company is steadily expanding its RegTech footprint by targeting different segments within the financial services industry.
Saifr CEO Vall Herard said, “Currently, insurers often manually review each document without tools that can enhance precision, which is time consuming and can contribute to variance across materials. 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.”
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