An AI team for an insurance brokerage reads policy schedules into structured records, watches every expiry date and starts the renewal conversation on the lead times you set. It collects the risk information a quote needs, so the broker opens a complete file. Advice and binding stay with your brokers. Watching dates and starting the renewal on time is workflow automation on the part of the book that quietly leaks: nobody has to keep the spreadsheet now.See [the service page for this trade](/services/workflow-automation).\n\n## Insurance Brokers
Watches every policy date and starts the renewal before it lapses.
A renewal date passes in a spreadsheet nobody opened, and the client is now somebody else's client.
Reads policy schedules into structured records, tracks every expiry date, and flags what is close to lapsing instead of leaving it in a spreadsheet.
Collects the risk information a quote needs, checks nothing obvious is missing, and hands the broker a complete file instead of a half-filled form.
Starts renewal conversations on your lead times and flags the client with one policy who should probably have two.
From the policy documents and management tools you already have. Schedules are read into structured records, and anything unreadable is flagged rather than guessed at.
No. It tracks dates, structures documents and moves requests along. Advice, comparison and binding stay with your brokers.
On the lead times you set, usually 60 to 90 days for commercial lines, and it escalates anything getting close to a lapse date.
Renewals due, contacted, quoted and bound, the count at lapse risk, quote turnaround time, and retention against the same month last year.
It is one monthly retainer for the AI team, not an enterprise project and not a charge per policy. Three month minimum, first month risk-reduced, and a 30-day proof window.
About ten days from signed contract. Date tracking and alerts go live first, then the outreach once you have agreed the lead times and the wording.
No. We build it, host it and run it on our own cloud. You need a broker who can tell us when a renewal conversation should start. No technical staff.
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