Understanding Pirlo-io: Consultant AI Chatbot
Pirlo-io is designed to simplify and enhance the daily work of financial consultants. Built directly on Telegram, it provides a chatbot interface that’s fast, familiar, and easy to access — no separate app or login needed.
To keep things secure, Pirlo-io uses a whitelisting system. Only approved users can access the tool, ensuring sensitive functions remain protected while maintaining the convenience of instant entry.
In short, Pirlo-io delivers a seamless blend of speed, simplicity, and security — built with consultants in mind.
⚠️ Pirlo-io can be customized to meet specific agency branding and needs for groups with over 30 sign-ups.
📚 Policy Library Powered by AI
One of Pirlo-io’s most powerful features is its built-in library of all insurance policies available in Singapore — updated quarterly to stay current.
With over 800 policies data and growing, this tool offers consultants an instant breakdown of each policy, covering the Introduction, Pros, and Cons.
It’s designed to help consultants understand, compare, and position policies effectively.
🆕 Apr 2025 Updates - Able to responds to queries, handles objections, suggests sales ideas, and simulates roleplays — helping consultants sharpen their skills instantly.
Purpose Behind the Feature: Boosting Efficiency & Expertise
This feature was created with three main goals in mind:
1️⃣ Real-time support during client appointments
It equips consultants to confidently handle policy-related questions on the spot, reducing the need to “get back later” and minimizing unnecessary follow-ups.
2️⃣ Cut down admin time on research
Consultants get a quick overview and direct access to documents.
This frees up time to focus on high-value tasks like meeting clients and growing the business.
3️⃣ Elevate Sales Conversations with AI-Driven Ideas & Objection Handling
With a trained AI providing instant answers and 24/7 practice support — accelerating advisor growth and confidence.
🧑🏻💼👩🏻💼Impressing and building confidence in recruitment candidates with this capability — especially valuable for those starting with zero knowledge.
🌐 Pirlo-io: The Central Hub for All Your Advisory Tools
Pirlo-io serves as the core integrator across all platforms offered — linking seamlessly to the Edge Financial Planning Software, Advisory Resources Library, and the Client Rewards Bot.
More than just a hub, it also acts as a CRM, giving consultants access to client and prospect updates while connecting directly to the rewards system.
And if you ever feel lost? An AI-powered chatbot is built in to guide you — helping you quickly find the resources or support you need.
It's all about making navigation smoother, so you can stay focused on what matters most: your clients.
📊 Data-Driven Agency Planning Made Easy with Pirlo-io (Agency Only)
Pirlo-io also features a powerful data study function designed for agency leaders. It allows seamless collection and updating of consultant activity data, which is then fed into a visual dashboard for clear, actionable insights.
Metrics tracked are fully customisable — in our sample setup, we included key activities such as prospecting, appointments set, appointments completed, and referrals.
This real-time data empowers agencies to monitor individual consultant momentum, spot trends, identify strengths and weaknesses, and design targeted strategies to drive sales performance and team growth — all from one central platform.
Link - Data Analytics with Pirlo-io: Powering Growth for Agencies & Consultants — A-Think Lab
📱 Pirlo’s Customizable Power: Tailor It to Fit Your Agency’s Identity
What sets Pirlo apart is its flexibility for customisation — allowing agencies to shape it to match their unique style and branding. Think of it as your agency’s own internal app, but at a fraction of the cost, with instant, user-friendly access, whitelisting capabilities, and a suite of practical tools and resources all in one place.
Here are a few customisation ideas agencies can consider adding to the bot:
Direct links to agency resources (e.g. training materials via Google Drive)
Calendar access for activities and trainings (e.g. TimeTree or Google Calendar integration)
Individual consultant goal reflections to raise self-awareness and keep them focused (can be supported by Advisory Think Lab)
Custom activity tracking tailored to the agency’s sales process or key metrics
With these enhancements, Pirlo becomes more than just a chatbot — it becomes your agency’s all-in-one support system.
🌟 Overall Purpose and Use Cases
All in all, Pirlo is designed to equip consultants with practical tools and centralised resources for seamless business execution. It streamlines workflows, adds value for experienced consultants, and gives rookies a strong head start to position themselves confidently from day one.
Recruitment
In today’s competitive environment, many agencies present similar value points — high MDRT/COT percentages, structured training programmes, strong culture, and more.
What’s often missing is a unique differentiator that makes candidates choose agency over others. That’s where the Advisory Think Lab system, including Pirlo, comes in — designed to give agencies a distinct edge in recruitment positioning.
To support this, for example, agencies can create a Pirlo demo video or showcase the chatbot live during recruitment appointments. Based on feedback so far, the response is consistent — candidates will be impressed, and it creates a memorable impression that sets agency apart.
