- 1Record per client: requests, quotes, policies and renewals
- Side by sideInsurers’ offers compared on cover and price
- On timeEvery renewal flagged before it lapses
- AR / ENForms, letters and summaries in both languages
What is AI Insurance Operations?
AI Insurance Operations runs the daily work of an insurance broker or insurer in one system: client records, requests, insurance forms, quotes from different insurers, policies and renewals.
AI fills in forms from the documents clients send, compares insurers’ offers side by side and drafts the summary for the client, while renewals and follow-ups are tracked so nothing lapses. Your team checks and approves every step.
- Quotes from insurers compared side by side
- Renewals tracked before they lapse
- AI fills forms from client documents
Everything an insurance office runs on
Clients & requests
- Client recordsContacts, documents, policies and history for every client.
- RequestsNew cover, changes and renewals captured once and followed to the end.
- Smart formsInsurance forms filled by AI from the documents clients send.
- DocumentsIDs, registrations, schedules and certificates kept with the client.
Quotes & policies
- Quote requestsOne request sent to several insurers at once.
- ComparisonPremium, cover, excess and exclusions side by side, with a summary for the client.
- Policies & endorsementsEvery policy, change and document in one record.
- Premiums & commissionsPremiums due and collected, and commissions earned, posted to SBC ERP.
Renewals & admin
- Renewal trackingPolicies due for renewal flagged in time, with quotes requested early.
- Follow-upsTasks and reminders for every open request.
- AI assistantLetters, emails and client summaries drafted for your team to check.
- ReportsPortfolio, renewals due, conversion and revenue by insurer.