In this interview, we catch up with Mandeep Sodhi, CEO of Effi, to learn about their recent developments since our last conversation 12 months ago. During this time, Effi has achieved SOC 2 certification, which means that more aggregators should, in theory, accept them as part of their ecosystem for brokers to utilize. SOC 2 places greater emphasis on how security principles are implemented to address relevant risks, particularly in relation to the services provided to customers.

We also delve into the fascinating topic of chat GPT and its potential to assist brokers. Mandeep, however, is quick to raise the issue of caution when interacting with such technology. After all, feeding it data raises concerns about data security. It is crucial to ensure that your data is protected. Amidst these discussions, we explore the functions of Effi and the partners integrated into their ecosystems. These partnerships not only help brokers promote their own brand but also enhance lead conversion through Effi's Lead Management platform and a range of other tools designed to streamline the process.