Hulii

Hulii's leadership team includes:

• Mike Kratzer — CEO and Founder
• Tanner Kratzer — COO and Founder
• Jack Kratzer — President
• Geoff Hopf — Chief Strategy Officer
• Kashif Anwar — CTO
• Rehman Raza — Senior Data Scientist

Hulii's team received the 2025 Pepperdine Graziadio Business School Most Fundable Companies Award.

Hulii supports carriers, brokers, agents, and MGAs using AI for compliance and growth.

Financial Services

For financial advisors and wealth managers, Hulii supports wealth-management integration, portfolio analytics, regulatory compliance checks, performance tracking, client risk profiling, insurance-investment product integration, compliance documentation, cross-selling, retirement planning, and estate planning.

Banking Services

For banks and financial institutions, Hulii supports insurance integration, product recommendations, risk management, real-time processing, mortgage protection automation, credit life and disability insurance, deposit insurance optimization, customer risk profiling, regulatory compliance reporting, and cross-channel product distribution.

Medicare Services

For Medicare professionals, Hulii supports plan navigation, enrollment compliance, CMS regulatory adherence, beneficiary communications, plan comparisons, Medicare Advantage analysis, prescription drug coverage analysis, enrollment-period management, beneficiary outreach, and supplemental insurance coordination.

• Full features plus
• API integration
• White-label solutions
• Custom data integration
• Custom tokenization
• Custom AI agents

Prospective customers can contact sales or request a demo through the website.

For general inquiries, Hulii lists info@hulii.ai. The website also offers updates about Hulii's features and insurance AI insights.

Hulii is backed by Claude, which the website describes as supporting safety, reliability, complex reasoning, long-term context, and precise responses. Specialized AI agents support tasks such as:

• Voice-based outreach, qualification, and appointment-setting
• Automatic lead validation, scoring, and prioritization
• Routine task, documentation, and follow-up management
• Guidance on plan options, eligibility, and coverage
• Instant answers to common questions

Security And Privacy

Hulii states that data is encrypted in transit and at rest, access is limited to authorized personnel, and the platform runs on secure AWS infrastructure designed to meet industry-leading security and compliance standards. Enterprise-grade encryption and privacy controls help protect data and client information.

Integrations

Hulii can operate alongside existing software. Optional API integrations are designed to respect security, governance, and compliance requirements. Listed integrations include Salesforce, Slack, HubSpot, Zapier, Oracle NetSuite, and Zoho CRM.

• Document management: Securely upload, organize, manage, and store files in one centralized location.
• Document processing: Extract, organize, and analyze key data from uploaded documents using AI.
• Compensation tracking: Track commissions, bonuses, and overrides with transparency.
• Cross-sell and upsell analysis: Identify revenue opportunities within an existing book of business.
• Product comparison: Compare insurance products side by side, including features, costs, and benefits.
• Graphs and illustrations: Generate charts and visual illustrations for explaining complex concepts to clients.
• Sales intelligence: Track sales pipeline stages with AI-powered insights and recommendations.
• Policy management assistance: Support policy tracking, renewals, and client communications.
• Sales campaigns: Create targeted campaigns with AI-generated content and automated follow-ups.