Advisor Copilot
AI-guided recommendations and sales intelligence for every meeting
Konstantinos P.
CEO · Senior Advisor
Know what to recommend, how to position it, and what to do next.
Select a client below and the Copilot generates real-time guidance for your meeting — talking points, objection handling, and next best actions.
Andreas Christodoulou
42 yrs · Business Owner · €8,500/mo
Goal
Family Protection
Risk Profile
Moderate
Current Cover
Basic Health
Coverage Gaps Detected
Family Shield Premium
€380/mo
match
Covers all identified gaps with family and business protection built in.
Standard Family Plan
€240/mo
More affordable entry with upgrade path.
Business Continuity Add-on
€120/mo
Business owner with no key-person cover.
Presenting to
Andreas Christodoulou
Your family depends on your income — what happens if you're unable to work for 6 months?
Your business has no continuity plan. A single health event could put everything at risk.
At €8,500/mo income, your current basic health plan covers less than 8% of your real exposure.
Family Shield Premium covers you, your spouse, and both children under one policy.