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Insurance brokers
AI Automation for Insurance Brokers
Your brokers didn’t get licensed to chase declarations. An AI employee runs the renewal and claims chase inside your inbox and broking workflow, and hands over complete files.
RA
Renewals Assistant
AI employee · commercial broking
Working
- ›T-60: 38 policies due, requests sent
- ✓14 declarations back and filed
- ›Second reminder to 12 non-responders
- !Client mentioned new premises: flagged to broker
- ✓T-30: 31 of 38 files complete
Illustrative renewal cycle.
Agent jobs
What an AI employee can own
T-60 to T-0
The renewal chase
Requests, reminders, declarations and a complete file for every renewal, on schedule.
Claims
Claims follow-ups
Chases clients, repairers and assessors for what each claim needs.
Service
Client service inbox
Certificates of currency, change requests and simple queries sorted and drafted.
Growth
New business follow-up
Chases quote requests and proposal responses so opportunities don’t go cold.
Before and after
The same workflow, with an AI employee
Today
- Account manager exports the renewals due
- Sends the same email 40 times
- Chases non-responders between client calls
- Declarations arrive in five formats
- Files go to underwriters late
With an AI employee
- Agent starts the chase 60 days out
- Tailors each request to the client and policy
- Follows up until the file is complete
- Flags changes in risk to the broker
- Complete files, earlier, every cycle
Who we work with
Brokerages of every size
From growing brokerages to multi-office networks, the renewal chase looks the same, and so does the fix.
- Account managers carrying large renewal books
- Claims staff juggling client and repairer follow-ups
- Principals who want growth without another hire
Guardrails for your industry
- No advice, no pricing, no binding: people only
- Client-facing messages approved during the pilot
- Every touch logged against the client
- Works through your existing inbox and systems
Frequently asked questions
Will clients know they’re dealing with an AI?
You choose. Most brokers send from a named team mailbox with clear sign-off, and anything beyond a routine request goes to a person.
How much can it save?
It depends on the size of your renewal book. Discovery sizes it on your own numbers before you commit to a build.
Do we need new software?
No. The AI employee works inside the inbox and systems you already use.
Find your first AI employee in 45 minutes
Bring one workflow your team spends too long chasing. We’ll tell you honestly whether an AI employee can own it, what it would take and what it could return.