This page is for insurance brokers and small brokerages that manage many policies, proposals and client requests. A large part of the day goes on collecting documents, reminding clients about renewals and answering quote requests that keep repeating.
AI and automation can take on that administrative work: organising requests, preparing drafts and sending reminders at the right time. Recommendations, the choice of cover and the relationship with each client remain with the broker.
Four common processes, as examples. With each brokerage, we start by understanding how the work is done today.
Today, every proposal or claim report needs document requests by email and phone, and someone checks by hand what has arrived. An automation can send the requests, record what has been received and list what is missing. The decision on what is sufficient stays with the broker.
Renewal dates live in spreadsheets or the management system, and each client must be told in time. From a portfolio reviewed by the brokerage, reminders can be sent automatically. Proposals to change cover are always presented by a person.
Many requests arrive with incomplete information: type of asset, address, history. AI can sort the messages, identify what is missing and prepare a summary for the broker. The quote and the final reply are checked before they go out.
Explaining to a client where their policies stand means bringing together data from several insurers. An assistant can gather that information and draft a first summary in plain language. The broker checks the amounts, cover and exclusions before sending it.
A clear path from the first challenge to everyday use. Taking care of what matters at every step.
We listen, frame the problem and assess whether an in-depth diagnosis would be worthwhile.
We agree priorities, scope and criteria so that each step has a clear purpose.
We test and move in stages, with the right permissions and safeguards.
We share knowledge and help people adopt new ways of working, within the agreed scope.
The plans are the same for every sector. For a brokerage that wants to know where to start, Professional reviews up to two of these processes and sets priorities. To move straight to one or two automations, Advanced includes implementation.
€390 VAT included
For businesses taking their first steps towards using AI professionally.
What you receive: Configured tools, practical session and guide
€940 VAT included
For businesses seeking concrete opportunities to improve their processes.
What you receive: Diagnosis, priorities and action plan
€1,790 VAT included
For businesses ready to move from analysis to implementing automations.
What you receive: Up to two implemented automations
A brokerage handles its clients’ personal and financial data and, sometimes, health data. Before using any tool, we confirm which data is really needed, where it is stored, who can access it and what permissions the automation requires. Recommendations, proposals and messages about cover are checked by a qualified person.
Read more in AI Literacy: Personal data, secrets and internal information.
No. Recommendation and advice belong to the broker. AI can organise information and prepare drafts, which are always checked before they reach the client.
It depends on the tools and integrations available. Compatibility is assessed before implementation, and the tool should fit the problem, not the other way round.
With a free conversation, with no obligation, to understand your context. If it makes sense to go ahead, the Professional plan includes a diagnosis of up to 2 processes and an indicative 30–60-day action plan.
The plans have fixed prices for the scope described: Essential €390, Professional €940, Advanced €1,790, VAT included. We confirm that your request fits the plan before work begins.
Tell us what your business is trying to solve. The first conversation is free and comes with no obligation.
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