All industries

For independent brokerages and MGAs

Enter client data once. Quotes, renewals and claims packs follow.

Your team types the same risk details into the AMS and every insurer portal, tracks renewals in a spreadsheet, and builds claims packs by hand. We capture the data once, collect and line up insurer quotes, start renewal reminders on your cadence ahead of each policy date, and assemble packs, logging every step for compliance.
Map our renewal and quote workflowSee insurance case studies

  • 58+ hrs

    saved per month at a P&C brokerage

    Third-party resultPublished case

  • 12% → 100%

    inbound call answer rate at a broker

    Third-party resultPublished case

Why now

Why manual renewals are a compliance risk, not just admin

Regulators increasingly expect firms to show how client-facing decisions were made; in the US, the NAIC model bulletin sets expectations for how insurers govern their use of AI. Spreadsheet renewals leave no trail. Our workflows log every reminder, quote and change.

A missed renewal is lost commission and an unhappy client. Automated reminders and document requests start on time whether or not anyone remembers.

What we fix

The manual work, and what we build for each one

  • You do this by hand: Policy data typed into several systems

    We build this: One intake form or email parse that pre-fills the AMS and insurer portals

    Result: Entered once

  • You do this by hand: Quotes copied from each portal

    We build this: Quote collection and a normalised comparison table

    Result: Faster comparison, with the rationale logged

  • You do this by hand: Renewals tracked in spreadsheets

    We build this: Reminder and document-request sequence driven by the policy date

    Result: No renewal starts late

  • You do this by hand: Claims packs assembled by hand

    We build this: An evidence checklist that collects receipts, forms and approvals

    Result: A complete pack on first submission

  • You do this by hand: Compliance reports pulled from many systems

    We build this: Scheduled report build with a QA step

    Result: Filed on time

Enter once, pre-fill everywhere

Enter-once intake:. One intake form (Or a parsed email) feed into Validated client and risk record, which updates AMS (Pre-filled ✓), Insurer portal A (Pre-filled ✓), Insurer portal B (Pre-filled ✓), Insurer portal C (Pre-filled ✓).

What we build

The workflows, step by step

01

Carrier quote hub

Quotes are collected from insurer portals or raters, the details are normalised, and the recommendation is logged for compliance reviews.

Expected impact

One comparison table per risk: which insurer, premium, excess and key exclusions, and the reason you recommended it, all logged.

One comparison per risk

InsurerPremiumExcessKey exclusionsPick
Insurer A2,340500Flood
Insurer B (recommended)Reason logged: lower excess, same cover2,410250None notable★
Insurer C2,520250Theft from vehicles
Insurer D2,690100Flood, subsidence
IllustrativeYour insurers and covers.

02

Renewal communication

Reminders, document requests and follow-ups are sequenced from each policy’s status and date.

Expected impact

No renewal starts late: reminders, document requests and follow-ups run from the policy date.

Renewal countdown

  1. −90: Review

    Automatic

  2. −60: Documents requested

    Automatic

  3. −30: Quotes out

    Automatic

  4. −14: Client reminder

    Automatic

  5. −7: Escalated to broker

    If no reply

  6. ✓: Renewed

IllustrativeExample cadence. You set the days.

03

Compliance reporting builder

Data from your management systems is formatted to the reporting template and routed through QA before filing.

Expected impact

Compliance reports are built from the AMS on schedule and QA-checked before filing, so nobody rebuilds them at quarter-end.

How it goes live

From first workshop to a running workflow

≈ 6 weeks to first workflow live

  1. Audit log

    Record which data, rules and approvals produced each quote recommendation or renewal message, so you can show exactly how it happened.

  2. Portal integration standards

    Document the authentication, frequency and error handling for each insurer portal before automation writes back.

  3. Client messaging guardrails

    Messages are pre-approved to meet your compliance requirements while keeping a personal tone.

  4. Claims evidence staging

    Evidence is collected automatically so every claim submission includes the receipts, forms and approvals it needs.

Sample audit log

  1. 09:02Renewal reminder sentSystemPolicy date in 30 days
  2. 09:15Documents receivedClientUpdated asset list
  3. 10:40Quotes collectedSystem4 insurers
  4. 11:05Quote selectedJ. BrokerReason: lower excess, same cover
  5. 11:06Client notifiedSystemComparison attached
IllustrativeSample log. Fictional data.

Claims pack checklist

  • Claim form (done)
  • Photos (done)
  • Receipts (done)
  • Incident reference (pending)Requested again automatically
  • Approval (done)

Submitted once the pending item arrives

Illustrative

What we measure

The numbers we track from week one

We baseline each metric before go-live, so the change is measured on your data, not estimated.
  • Baseline in week 1higher is better

    Renewal response within 48h

  • Baseline in week 1higher is better

    Quotes per broker per week

  • Baseline in week 1higher is better

    Compliance hours avoided per cycle

  • Baseline in week 1higher is better

    Policyholder satisfaction on renewals

Industry signals

What the sources say

FAQ

Questions we hear from teams like yours

Can you pull quotes from insurer portals?
Where an insurer offers an API or rater we use it; where it doesn’t, we agree the approach with you in the first review. Either way you get one table to compare and choose from.
Is compliance reporting automated?
Yes. We pull data from the systems of record, apply the right filters, and route the report through a QA step before it is filed on a regular cadence.

Next step

Show us your renewal spreadsheet. We’ll show you what runs without it.

In a 30-minute call we walk through your renewal, quoting and claims steps and tell you which one to automate first.
Insurance case studies (third-party)Book a broker workflow review