Select. Generate. Formalize.
Transform your analysis into a clear, compliant, client-ready recommendation.
Step 01
Select and prepare your recommendation
Choice of scenarios to present
Select the preferred option or build multiple scenarios to share with your client.
Automated conversion from analysis to presentation
Panora transforms your structured comparison into a clear, client-ready presentation.
Decision-focused structure
Key elements are prioritized and organized to support understanding and informed decision-making.
Step 02
Generate a professional customer presentation
Clear & structured communication
Transform complex, technical analysis into a clear and easy-to-understand presentation, even for non-specialist audiences.
Automated formatting
No more manual PowerPoint editing or time-consuming copy and paste.
Panora automatically generates a polished, branded document.
Presentation-ready comparison
Produce a structured, client-ready document suitable for meetings or direct delivery.
Step 03
Formalize a duty to provide compliant advice
Structured demands & needs documentation
The client’s expressed needs and objectives are clearly documented as the basis of your recommendation, in line with regulatory requirements.
Transparent evaluation criteria
The coverage elements considered in your comparison are explained and formally recorded to support your advisory process.
Reasoned & defensible recommendation
The selected option is justified clearly, including documented explanations of coverage gaps or exclusions not retained.
Features
Your recommendation, fully secured.
Client presentation generation
Based on your analysis, Panora automatically generates a clear, structured, client-ready presentation.
Automated firm branding
Your logo, colors, typography, and regulatory disclosures are seamlessly integrated to ensure full brand consistency.
Multi-format export
Export as a premium PDF, share digitally, or generate a document ready for electronic signature.
Security
An AI designed for a regulated environment
Full operational control
AI supports your workflow, it never makes decisions on your behalf. Every action is initiated and validated by you.
EU-Based hosting & GDPR compliance
All data is hosted on certified EU infrastructure and handled in full compliance with GDPR standards. We apply strict data protection policies aligned with European regulatory expectations.
Security & regulatory alignment
All transactions are encrypted, logged and traceable. Panora is built to support regulatory frameworks applicable to insurance distribution, including the Insurance Distribution Directive (IDD).
Strict data confidentiality
Client data is never used to train external AI models. Your documents, communications and workflows remain strictly isolated within your secure environment.
FAQS
Questions frequent
Find answers to the most frequently asked questions about Panora: operation, features and prices. Another question? Write to us at contact@panora.co
Panora transforms technical analysis into clear, structured and educational materials.
The comparisons are organized in a legible manner, highlighting:
- Guarantee differences
- Major exclusions
- budgetary trade-offs
- reasoned recommendations
The result: smoother appointments and faster decisions.
Yes.
Presentations are generated with:
- your logo
- your graphic charter
- your fitness
Panora structures the key elements necessary to formalize the duty to advise:
- collection of needs
- comparison of offers
- rationale for the recommended choice
- traceability of arbitrations
The tool facilitates compliance, but final validation remains the responsibility of the broker.
Absolutely. Each element is editable before sending.
You can enrich, reformulate, or complete the analyses according to your business approach.
Panora offers a structured base; you keep control of the message.
Clarity creates trust.
When the customer immediately understands:
- The differences between offers
- the concrete implications
- The logic of your recommendation
the decision is faster and more secure.
On average, user firms observe a significant improvement in the conversion rate on comparative files.
“Panora automatically generates our client presentations, saving us hours every week.
They’re clearer, more structured, and the difference is immediately visible in meetings.”
94%
of brokers say Panora
strengthens their credibility.
+25%
increase in conversion on side-by-side comparisons.
