
Saifr, an AI technology company incubated by Fidelity Labs, announced a new AI agent designed to enhance compliance and risk management for insurance companies’ life insurance and annuity advertising. The agent, integrated into Saifr’s portfolio, aligns with National Association of Insurance Commissioners (NAIC) model laws and will expand to cover U.S. state-level regulations, streamlining processes for marketing and compliance teams.
Saifr launches AI agent for insurance compliance on June 30, 2025, in Boston.
Aligns with NAIC model laws, with plans to include state regulations.
Flags noncompliant content, explains risks, and suggests mitigations.
Available via API, add-ins, and SaifrReview® workflow tool.
Reduces review time by up to 10x, enhancing team collaboration.
Complements Saifr’s existing solutions for broker-dealers and advisors.
Saifr’s AI agent processes full document context, identifying potential issues in phrasing, misrepresentations, disclosures, industry practices, and performance reporting. It alerts users to noncompliant content, provides reasoning, and offers recommendations while maintaining human-in-the-loop oversight. “Currently, insurers often manually review each document without tools that can enhance precision,” said Vall Herard, CEO of Saifr. “Saifr’s expanded AI capabilities promote consistency throughout compliance reviews, empowering teams to focus on higher-value projects.”
The agent enables marketing teams to conduct first-pass reviews, refining content before compliance checks, while compliance teams benefit from an extra layer of scrutiny, reducing low-level risks. Available through API, add-ins, and SaifrReview®, it fosters smoother collaboration, fewer review cycles, and reduced regulatory risk.
The global AI in insurance market is projected to grow from $8.13 billion in 2024 to $141.44 billion by 2034, with a 33.06% CAGR, driven by demand for efficient compliance and risk management. Saifr’s agent addresses manual review inefficiencies, flagging 90% of issues a human would, potentially speeding up content creation by 10x. Its integration with platforms like ServiceNow and Microsoft Azure, announced in 2025, enhances its reach, embedding AI-driven compliance into existing workflows.
Saifr’s focus on human-in-the-loop AI aligns with regulatory trends, such as the NAIC’s 2023 Model Bulletin on AI use, which emphasizes balancing innovation with consumer protection. Posts on X, like @FinTech_Series, reflect positive sentiment, highlighting Saifr’s role in advancing fintech compliance.
Incubated by Fidelity Labs since 2005, Saifr leverages 20+ years of expert-validated data to power its AI models, including NLP and deep learning, for precise risk detection. Its 2024 acquisition of GOST from Giant Oak expanded its adverse media screening capabilities, strengthening its RegTech portfolio. Awards like A-Team Group’s 2024 Most Innovative AI in Regulatory Compliance and FinTech Global’s 2024 RegTech 100 underscore Saifr’s leadership.
Saifr’s AI agent positions it to transform insurance compliance, reducing costs, enhancing accuracy, and enabling marketing and compliance teams to navigate complex regulations efficiently.