TAP launches AI agents to automate adviser workflows

The Adviser Platform (TAP) has launched two AI-powered tools designed to automate administrative tasks for advisers, with plans to expand the technology across a wider range of advice workflows.

Wednesday, June 10th 2026, 9:10AM

Picture: TAP Managing Director Ryan Edwards/Supplied

The new products, called the Anniversary Agent and Arrears Agent, operate within TAP’s CRM platform and are aimed at reducing the amount of manual processing required for client servicing and record keeping.

The Anniversary Agent automates anniversary reviews by processing communications, extracting key information, updating client and policy records, and linking supporting documentation within the CRM. The Arrears Agent automates missed-payment workflows by processing arrears notifications, contacting clients, creating follow-up activities and updating policy records.

TAP says both tools are designed to help advisers maintain more accurate client records, improve visibility of activity within the CRM and reduce operational workloads that can grow as businesses add more clients.

Managing director Ryan Edwards says the new AI capabilities are focused on addressing the administrative burden that surrounds advice delivery.

“For most advice businesses, the constraint is not giving the advice. It is the volume of operational work required around it,” Edwards says.

He says the platform is evolving from simply recording activity to helping firms complete operational tasks within the CRM.

“With TAP’s AI Agents, our platform moves beyond recording activity to helping execute it. Firms are no longer relying solely on people to maintain processes manually.”

The launch marks the first stage of a broader AI development programme for the company. TAP says future AI agents are planned for new business processing, underwriting status tracking and application checking. It is also developing meeting transcription and summarisation tools for insurance, lending and other advice sectors.

Chief technology and operations officer Mike Taylor says the company is building AI tools around specific adviser workflows.

“This is the starting point. We’re building AI Agents across the advice workflow to help firms scale with better data, more consistency, and less operational friction.”

TAP says its platform is used by more than 550 advisers across New Zealand.

Tags: TAP