The busywork we take off your team
- The same client details re-keyed for every carrier quote.
- Renewals chased by hand.
- Certificates issued one at a time.
- Submissions copied from email into the broker management system.
What stays with your people
Coverage advice, binding and anything that touches money or a client. A system prepares the submission or the certificate; a broker approves it.
How it works
We map where your team’s time goes and put a dollar figure on it. We connect the software you already run, so data is entered once. Then we build the system, show it working on sample data before you pay, and keep it running after launch. How we work and handle your data
Questions
What can AI take off an insurance brokerage?
The re-keying. The same client details entered into every carrier’s portal, renewals chased by hand, certificates issued one at a time, and submissions copied from email into your management system. Brokers keep the advice and the client relationship.
Do we have to change our broker management system?
No. We build around the systems you already run and connect them, so client details are entered once.
What does it cost?
It depends on what we build, because every system is built for one business. You pay nothing until you’ve seen a working demo on sample data and what it would save you. After launch, a monthly service fee covers running, fixing and improving it.
Start with a 30-minute call.
Tell us where your team’s week goes. If there’s work worth taking off their plate, we’ll show you it working before you pay anything.