The Adviser Platform is launching new AI Agents which it says introduce new AI capabilities designed to automate some of the most operationally intensive workflows in advice businesses.
The company says TAP’s AI Agents, including the Anniversary and Arrears Agents, work across the TAP CRM to automate key workflows, maintain consistent client data and free up time for advisers to deliver advice and grow their business.
“Many advisers struggle to regularly reach out to all clients during anniversary cycles or when payments are missed. Even in businesses where these workflows are managed effectively, the sheer volume of operational work creates a significant burden, and activity is not always consistently captured within the CRM, limiting visibility, reporting and auditability,” the company says.
It notes TAP’s AI Agents are designed to streamline these workflows directly within the platform “…helping strengthen client engagement and every action is automatically logged, tracked and visible.
“The first TAP AI Agents available are the Anniversary Agent and Arrears Agent, which automate workflows that are traditionally manual, repetitive and difficult to scale as client volumes grow.”
TAP says the Anniversary Agent automates anniversary processing directly within the CRM by processing communications, extracting key data, updating client and policy records and linking supporting documentation automatically.
“This reduces manual admin and ensures the CRM reflects the work being done across the business.”
The Arrears Agent automates missed payment workflows within the CRM by processing arrears notifications, notifying clients, creating follow-up activities and maintaining accurate policy records.
“This improves visibility into arrears activity, reduces manual handling and helps firms’ better protect client cover.”
…For most advice businesses, the constraint is not giving the advice. It is the volume of operational work required around it…
Managing Director at TAP, Ryan Edwards, says the focus is on removing the repeated, time-consuming operational work that sits around advice.
“For most advice businesses, the constraint is not giving the advice. It is the volume of operational work required around it,” he says.
“The firms that scale successfully over the next decade will be the ones that can maintain high-quality servicing, accurate data and consistent client engagement without continually increasing administration.”
“With TAP’s AI Agents, our platform moves beyond recording activity to helping execute it. Firms are no longer relying solely on people to maintain processes manually. The platform itself becomes part of how work gets completed,” Edwards says.
The Anniversary Agent and Arrears Agent are the first of a series of AI Agents that TAP is developing across the client lifecycle.
“This isn’t about replacing advisers. It’s about changing how work gets done so advisers can focus on judgment, relationships and delivering great advice,” Edwards says.
Mike Taylor, Chief Technology and Operations Officer, says this is just the beginning.
“We’re building AI Agents that help firms scale by turning practice data into intelligent action, improving consistency, reducing operational friction, and supporting real advice workflows.”
The Anniversary Agent and Arrears Agent are available exclusively to TAP customers.