AI that tracks your claims and premiums while you advise

Invoice follow-up

In brokerage, an unpaid premium is not just a cash-flow issue: past the statutory period, it means suspended cover and a policyholder exposed without knowing it. The agent chases every premium before the formal-notice machinery starts, and alerts the firm on at-risk policies.

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AI support desk

A brokerage firm’s calls are massively repetitive: send a certificate, where is my claim, change a vehicle on the policy. The agent handles the recurring by reading your management tool, and passes to handlers what genuinely requires advice.

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WhatsApp sales agent

A prospect asking for an insurance quote often contacts three brokers at once — and signs with the one who answers fast with a clear comparison. The agent qualifies the risk at any hour and prepares the cover comparison for the broker.

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Regulatory watch

IDD, supervisory recommendations, duty to advise, continuous-training obligations, distribution rules: a brokerage firm’s compliance is a permanent building site, often carried by one person on top of their real job.

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Automated reporting

New business, quote conversion rates, portfolio per insurer, commissions to reconcile with statements: a firm’s numbers live between the management tool, insurer extranets and spreadsheets. The agent consolidates and delivers the picture every morning.

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Email triage

A brokerage firm’s inbox mixes claim declarations, certificate requests, insurer letters, endorsements and prospecting. A claim declaration sleeping two days in the pile means a furious policyholder and a contractual deadline already running.

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Operations watchdog

A firm’s silent risk is files with no movement: a claim the insurer is not processing, a renewal approaching without a review, a premium sliding towards suspension. The watchdog monitors the portfolio continuously.

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Client portal

Your policyholders call for certificates, claim progress or renewal notices — requests an online space handles without mobilising a handler. The portal exposes to each policyholder their policies and files, and nothing else.

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