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AI Automation / Insurance Brokers

AI automation for
insurance brokers.

AI automation for insurance brokers: quote preparation, renewals, policy document checks and claims intake, with a broker reviewing before anything reaches the client.

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In short

AI automation for insurance brokers speeds up the paperwork around each policy: gathering client information, preparing submissions, comparing quotes, managing renewals and logging claims. Brokers keep the advice and the relationship.

Why the work piles up

Where the hours
actually go.

The pattern we see in insurance brokers and agencies.

  • The same client information is re-entered for every insurer.
  • Renewals arrive in waves and are easy to miss.
  • Policy documents are long and have to be checked line by line.
Where to automate

Four places it
pays off.

We start with one, prove it, then move to the next.

  • 01

    New business

    • Collecting client information once
    • Preparing insurer submissions
    • Comparing quotes side by side
  • 02

    Renewals

    • Tracking renewal dates
    • Requesting updated details
    • Drafting renewal summaries
  • 03

    Documents

    • Checking policies against what was requested
    • Flagging exclusions and changes
    • Issuing certificates
  • 04

    Claims

    • Taking first notification
    • Gathering supporting documents
    • Updating the client on progress
Example workflow

Renewal preparation,
automated.

An illustration of how one process changes. Every build is designed around your own systems.

Before

An account handler notices a renewal is due, emails the client for updates and manually compares last year's terms with the new quote.

After

  1. 01

    Upcoming renewals are listed well ahead of their dates.

  2. 02

    The client is asked to confirm or update their details.

  3. 03

    The new terms are compared with last year's, clause by clause.

  4. 04

    A summary highlights changes in cover, exclusions and premium.

The person in the loop: The broker reviews the comparison and advises the client.
Questions

AI automation for insurance brokers,
answered.

Does this fit with regulatory requirements?

Workflows are designed with your compliance requirements in view, and advice always stays with a qualified person.

Can it read policy wordings accurately?

It is good at finding and comparing clauses, and it shows where each point came from so a broker can verify it quickly.

Which system does it work with?

We check what your broking platform supports before designing anything.

Other sectors

AI automation for
other businesses.

Have a problem worth solving?

Send us a note or an email. We will keep the first conversation practical.

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