Automated reporting for insurance brokers and brokerage firms
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.
In your day-to-day
- 01
Morning brief: yesterday’s new business, quotes awaiting a response, open claims with no movement for more than ten days.
- 02
Monthly reconciliation of commission statements with the portfolio, gaps flagged insurer by insurer.
- 03
Quote conversion rate tracked per product and per introducer, drifts flagged before quarter-end.
How it works
- 1
Connected to your sources
Accounting, CRM, bank, e-commerce, spreadsheets: the agent reads your existing tools, read-only. Your numbers stay with you.
- 2
Automatic perspective
A number alone says nothing. The agent compares to yesterday, to the same period last year, to your target — and qualifies the gap: normal, watch, act.
- 3
Brief where you actually read
Email, WhatsApp, Slack: the brief lands every morning where you really read. Three lines when all is well, a deep-dive when something drifts.
Typical results
2 min
to read the morning brief, full picture included
1 d → 0
human time per reporting cycle
D-30 → D-1
drift detection: as it happens, not at close
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Can the agent reconcile our commissions with insurer statements?+
Yes, it is one of its most direct contributions: it crosses the portfolio with received statements and flags the gaps — uncommissioned policies, wrong rates, unapplied adjustments. Done by hand, this reconciliation is the first thing dropped.
Our data is scattered across several insurer extranets — is that blocking?+
No, it is the general case in brokerage. The agent works first with your management tool and the statements received; extranets are integrated progressively, starting with the insurers that weigh most in your portfolio.
How is this different from a dashboard?+
A dashboard waits for you to come and read it; the agent comes to you, and it prioritises. It does not show 40 charts: it says “everything normal except these two points” — the triage is what saves time, not the display.
Do my numbers leave for a third party?+
No: the agent runs inside your systems, reads your tools read-only, and your data is never used to train third-party models. For stricter requirements, on-prem hosting is available.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
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