Smarter AI for Adviser Businesses

AI Built to Back You, So You Can Focus on What Matters Most

We’ll take care of the admin so you can spend more time helping your clients.

PlutoAI team collaborating

Welcome to Pluto AI

We help advisers work smarter. Our AI agents handle the everyday jobs so you can focus on what matters most — your clients.

01

Make the calls

For renewals, missed premiums, and client follow‑ups.

02

Keep your CRM in orbit

Automatic updates and tracked activity.

03

Send instant signals

Email or text alerts to keep advisers and clients connected.

Built on trusted platforms with custom workflows when you need them — from quick automations to deeper systems.

Smarter support. Less admin. More time to grow.

Why Businesses Choose Pluto

Less Admin, More Client Time

Pluto takes care of repetitive tasks like emails, reminders and follow-ups so your team can spend more time where it counts.

Instant Support for Your Clients

No more long delays. Our AI Agents handle routine enquiries straight away so your clients feel looked after while your staff focus on bigger conversations.

Compliance Made Simple

Built for New Zealand’s regulations, Pluto helps you stay on track with record keeping and requirements without the extra paperwork.

Get Started in 3 Simple Steps

01

Connect Your Channels

Plug Pluto into your existing phone, SMS, or email systems in just minutes—no big setup required.

02

Train Your AI Mates

Upload your policies, FAQs, and procedures. Pluto learns your way of working and gets the tone just right.

03

Go Live & Grow

Switch it on and let Pluto handle the day-to-day while you focus on growing relationships.

Seamlessly Integrates With Your Tech Stack

Connect with the tools you already use and love

Vapi logo
Monday.com logo
Twilio logo
Aircall logo
SMS Global logo
Retell AI logo
Hugging Face logo
OpenAI logo
n8n logo
Make logo
Vapi logo
Monday.com logo
Twilio logo
Aircall logo
SMS Global logo
Retell AI logo
Hugging Face logo
OpenAI logo
n8n logo
Make logo

Plus many more integrations available

Ready to Power Your Practice with Smart AI Support?

Join leading insurers who are already delivering exceptional customer experiences with AI

No stress — we’ll help you plug in and get cracking straight away.