AI for insurance brokers. Less messenger work. More advisory time.
Most of the week goes on relaying information rather than the advice you are paid for. We take the messenger work off, so the week goes back to advice.
You're not advising. You're forwarding emails.
Insurance broking gets eaten by messenger work. The value you create is in the advice: the right cover for the actual risk, the right structure for the client's situation, the right play at claim time. The work that fills the week is the layer between the carrier, the client and the back office. Quote chase. Renewal reminder. Claim status update. Policy comparison. Coverage clarification. Each a thirty-second job, done seventy times a week.
Standalone insurance tech (PolicyCheck, Quandri, the carrier portals) handles individual pieces. None of it takes the messenger work off your plate end to end. If that leaves you brassed off, busy all week without much to show for it, the gap is the layer between the tools.
Quote chase. Renewal prep. Claim status. Handled in your voice.
A broker install runs three workforce automations.
Quote chase
Every quote that is out and unsigned gets a personalised follow-up sequence in your voice. It knows the carrier, the cover type, the client's situation and the usual sales cycle for that product, chases on the right cadence, escalates when it should, and brings back the signed paperwork without the broker doing the chasing.
Renewal prep
Every policy has a renewal date. Sixty days out, the brain prepares the renewal package: current cover, market alternatives, recommendations, client-specific context. The broker reviews and sends. Renewals convert better because the work was prepared properly, not rushed in the last week.
Claim status
When a client lodges a claim, the workforce runs the client communication through the lifecycle: acknowledgement, status updates, document requests, settlement confirmation. The broker steps in when the claim escalates or needs judgement. The client feels supported; the broker stops fielding forty status calls a week.
Brokers report half their week back.
Across our installs in broker shops the pattern is consistent. The reclaimed time goes into the work that grows the book: new clients, network development, complex cases.
Insurance tech handles one step. The Foundation runs the broker's whole week.
PolicyCheck does policy comparison. Quandri handles renewal automation. Carrier portals handle quote pulls. The Foundation runs across all of them, plus your CRM and your client communication. The broker stops switching tabs and runs the book from a single brief.
See how the Foundation works.
The AI brain, the data layer, the workforce. Three-week install. Yours from handover.
Or start with the AI Strategy Intensive, a two-hour paid plan credited to the build.
What gets installed for brokers first.
Spend the week advising, not relaying.
Thirty minutes with Titus. We look at where the work that needs you is stacking up, and whether a Foundation install fits.
Book a discovery callNot ready for a call? Take the three-minute Business Stress Test.