AI and automation for insurance brokerages.
Renewals started early, claims reported without friction and brokers free to advise instead of re-keying.
built for
personal lines brokerages
commercial brokerages
managing general agents
agencies and broker networks
→ a priced roadmap in 10 business days, first results in weeks
> 01 / what we hear
Brokers spend too much time on data entry
The renewal crunch
Renewals start late and retention suffers.
Re-keying everywhere
The same client data typed into multiple carrier portals.
Claims calls stall
Clients wait while details and documents are gathered.
Thin relationships
Clients hold one policy when they could hold three.
> 02 / the client journey
Where time and money leak, stage by stage
Pick a stage. Each saffron square is a leak we commonly find.
01
Quote
what happens
Risk details gathered and quotes requested from markets.
where it leaks
Re-keying for every market
✓ the fix
Details captured once and prefilled into submissions.
ops/document-processing
moves: quote turnaround
02
Bind
what happens
Coverage chosen, documents signed.
where it leaks
Missing signatures and documents
✓ the fix
Checklists, e-signature and automatic filing.
risk/compliance-checks
moves: files complete at bind
03
Service
what happens
Policy changes and questions.
where it leaks
Requests lost in shared inboxes
✓ the fix
Requests triaged and routed with the policy attached.
service/request-triage
moves: service turnaround
04
Claim
what happens
A loss is reported.
where it leaks
Details gathered over several calls
✓ the fix
Structured first notice of loss with documents and status updates.
insurance/claims-intake
moves: claim reported same day
05
Renew
what happens
Policy comes up for renewal.
where it leaks
Renewals started late
No comparison prepared
✓ the fix
Renewals started early with comparisons ready for the broker.
insurance/renewals
moves: retention rate
> 03 / the numbers we move
KPIs you already track
Retention rate
Quote turnaround
Policies per client
Renewals started on time
Claims reported same day
Premium per broker
Errors and omissions incidents
Client satisfaction
> 04 / built for the rules you work under
Compliance designed in
RIBOClient records and disclosure kept to the Ontario broker regulator's standards.
FSRAFair treatment of customers built into communications.
CASLConsent tracked for renewal and cross-sell messages.
PIPEDAClient information handled to federal privacy rules.
> 05 / where to start
Workflows for brokerages
insurance/renewalsRenewal remarketingRenewals started early with quote comparisons prepared.
insurance/claims-intakeClaims intakeFirst notice of loss, documents and routing, client kept informed.
service/request-triageRequest triageRequests sorted by topic and urgency and routed.
ops/document-processingDocument processingForms and documents read into your systems.
> 06 / questions
Brokerage owners ask us
Does it work with our broker management system?+
We connect to common broker management systems and confirm yours on the first call.
Who gives the advice?+
Your licensed brokers. Automation prepares the work and handles the follow-up.
What happens to the time we save?+
That's your call. Most teams put it into customers, growth and the projects they keep postponing.
How fast can we start?+
A free 30-minute call, then your strategy and priced roadmap in 10 business days. First results are usually live in weeks 3 to 6.
book --discovery-call
Start every renewal early, without the crunch.
You'll leave the call with three things worth fixing, whether or not we work together.