For insurance brokerages
AI automation for insurance brokers.
A brokerage does not lose money on big decisions. It loses money re-keying the same client into three carrier portals, chasing renewal documents nobody sent back, and issuing certificates at 4:55 on a Friday. We build systems that carry that work, built around your book and your markets.
The work that eats a brokerage's week.
Submission intake that starts as an email and gets typed out again for every market. Renewal lists worked from a spreadsheet, where the follow-up depends on whoever remembered. Certificate requests that interrupt producers mid-quote. None of this needs a licensed broker's judgment, and all of it currently gets one.
What a custom system does instead.
Intake documents get read, structured, and staged for the carrier portals. Renewals get chased on a schedule with your wording, and the file shows what came back and what is still missing. Certificate requests get drafted from the policy data and queued for a one-click review. Your team keeps the judgment calls; the system keeps the typing.
Built for how Canadian brokerages run.
We work with the systems you already have, whether that is an established BMS or a set of shared drives and inboxes. Nothing goes out without the controls you set, and every automated touch is logged so the file tells the whole story, the way your regulator and your E&O carrier expect.
Common questions.
We are not technical. Who runs this after you build it?
Your team uses it the way they use email, and we manage the system itself. If something needs adjusting, that is on us, not on your CSRs.
Our processes are different from other brokerages.
Good. We map your actual workflow before building anything. The system is built around your markets, your wordings, and your renewal cadence, not a template.
What does an engagement look like?
Three steps: we analyze the operation and find where the money leaks, we document and fix the process, then we automate it. Only the last step is AI.
What if it does not work?
The guarantee is simple: we replace the work of one full-time employee within 90 days, or we keep working for free until we do.
Find out what this looks like in your business.
One call. We talk through the operation and tell you honestly whether there is enough money on the table to be worth it. Read about how we work or see where we work, including surrey and abbotsford.