An AI team for insurance brokers operates the business functions: it qualifies leads, manages client follow ups, and processes invoices without needing technical staff on site. Renewal tracking is workflow automation for small business that protects revenue: every policy date watched, every quote chased, nobody tracking dates in a spreadsheet.See [the service page for this trade](/services/workflow-automation).\n\n## Insurance Brokers
The AI team that operates your insurance brokerage.
Missed renewals and slow quote requests.
Processes policy documents and tracks renewals. Flags expiring coverage.
Collects data for quote requests. Validates risk information before review.
Executes renewal outreach and cross sell campaigns. Grows the book of business.
From the policy documents and management tools you already have. Schedules are parsed into structured data; anything unreadable is flagged, not guessed.
No. It tracks dates, structures documents and moves requests through the pipeline. Advice, comparison judgment and binding stay with your brokers.
On the lead-time rules you set, typically 60 to 90 days for commercial lines, and it escalates anything approaching a lapse date.
Renewals due, contacted, quoted and bound; lapse risk count; quote turnaround times; retention rate against last year.
It is priced as one monthly retainer per AI team, not an enterprise project. That is the model frontier labs use with large clients, sized for a 10-80 person business , and the first month carries a proof guarantee.
About 10 days from signed contract. The engineer embeds in your team, builds against a written spec, and ships daily with your review at every step.
No, we build host and run it. You need someone who can tell us what good looks like and answer questions about your business, but no technical staff.
Maxpertise is an AI-native engineering company. We embed native AI engineers inside your team, live in about 10 days. Please enable JavaScript to view the site, or email contact@maxpertise.net.