Prudential Financial has introduced Just Ask, an AI-powered assistant designed to help financial professionals quickly access information related to Prudential products, underwriting quotes, and new business forms.
The tool is now available to Prudential’s third-party advisors and active distributors, consolidating frequently used information into a single interface. Instead of navigating multiple systems, users can ask questions directly and receive responses specific to Prudential Individual Life products and processes.
One of the platform’s key features is underwriting quote support. Financial professionals can generate certain underwriting rate estimates in minutes by entering basic client details, reducing turnaround times compared with traditional processes that can take several business days.
Beyond underwriting, Just Ask also helps users find product information and locate required new business forms more efficiently.
Prudential said early adoption has been positive, with around 85% of first-time users reporting the tool was helpful during its initial months of use. Form searches represented the most common activity, followed by underwriting quote requests.
The company is also evaluating additional capabilities under governance review, including tools that would help advisors assess books of business and surface sales and service insights across territories.
Simon Berg, technology business leader for Prudential Individual Life Insurance, said the platform was developed in response to requests from sales teams seeking faster and simpler access to information, particularly for underwriting workflows where speed is critical.
