Who Hulii Is Built For
Hulii is purpose-built for regulated industries—supporting organizations that need to simplify complexity and accelerate growth without compromising safety, security, or compliance. Whether you operate a small team or lead enterprise-scale operations, Hulii adapts to your environment by streamlining workflows, strengthening compliant decision-making, and uncovering revenue opportunities across your customer base—all within a secure, compliance-grade platform.
What Sets Hulii Apart
Hulii isn't just another tool, it's a generative AI natural language interface powered by Claude AI and Citytwig's proprietary contributory data. Designed to understand and respond in plain conversational language, Hulii transforms complex workflows into simple, intelligent actions. From automating routine tasks to uncovering deep insights within your book of business, Hulii delivers unmatched speed, accuracy, and efficiency that traditional tools can't replicate.
Hulii's Features
Upload and Store Documents
Securely upload, organize, manage, and store all your important files in one centralized location.
Compensation Tool
Track commissions, bonuses, and overrides with complete transparency.
Document Processing
Extracts, validates, & organizes data from documents to streamline workflows & reduce manual entry.
Renewal Radar
Monitors upcoming renewals and flags accounts at risk of churn or eligible for upsell.
Opportunity Finder
Identifies cross-sell, upsell, and new business opportunities using client and market data.
Inactive Account
Identifies inactive accounts and re-engages them with targeted outreach or retention campaigns.
Sales Campaign Assistant
Drafts and personalizes sales outreach emails and text messages using prospect data, product context, and intent to improve engagement and response rates.
Policy Comparison Tool
Quickly compare multiple insurance policies side by side to identify key differences in coverage, premiums, and exclusions.
Graphs and Illustrations
Transform complex data into clear, actionable visuals.
Global Searches
Powered by Claude AI, Hulii's Global Search allows you to ask questions and explore insights on virtually anything.
Hulii's AI Agents
Hulii's AI agents act as a digital workforce for regulated industries—acquiring and validating leads, generating compliant communications, managing operational workflows, and surfacing actionable opportunities across the organization.
Validates, scores, and prioritizes your leads automatically—so you focus only on high-intent prospects. It filters out bad data, ranks opportunities by likelihood to convert, and helps you close faster with less wasted effort.
Automates and manages routine tasks, documentation, and follow-ups behind the scenes—keeping workflows organized, records accurate, and actions on track. Reduces manual work and errors, saving you time.
Guides agents through plan options, eligibility, and coverage in real time—delivering instant answers, accurate comparisons, and compliant recommendations so you can serve clients faster with confidence.
The Support Agent delivers instant, accurate answers to common questions—24/7. It reduces support load, improves response times, and ensures consistent, reliable information for agents and clients alike.
A marketplace for high-quality leads sourced from Citytwig's proprietary database. Leads are validated and scored so you can focus on real opportunities, reduce wasted effort, and grow faster with confidence.
Automates lead outreach through AI-powered calls and texts, no cold calling required. Upload your leads, track every interaction in a personalized dashboard, and follow up only with warm, pre-qualified prospects.