QualiFI AI is a South African–based automation consultant and services firm supporting insurance brokers across Africa, the United Kingdom, and North America. We specialize in voice and workflow automation and system integrations using Zapier and complementary enterprise tools.Â
We work exclusively with brokerages that need reliable, well-governed operations across onboarding, document collection, renewals, internal routing, and client servicing. Our services range from Zapier onboarding and training to complex workflow design, multi-Zap remediation, API integrations, and ongoing optimization of mission-critical processes.
Our approach is service-led and vendor-agnostic. We focus on understanding brokerage workflows, integrating existing systems such as CRMs, finance platforms, forms, and communication tools, and delivering automation that reduces administrative burden, improves data accuracy, and supports operational growth. Engagements typically begin with a structured discovery process, move into implementation, and continue with Ongoing Service (Included and required for reliability) for monitoring, updates, optimization, and support.