Insurance brokers · Burnaby, BC
AI automation for Burnaby insurance brokers.
Burnaby's skyline around Metrotown, Brentwood, and Lougheed is a wall of strata towers, and every one of them generates insurance paperwork. A brokerage with a strata and condo book fields a constant stream of small requests from property managers, unit owners, and lenders. Each one is quick. Together they swallow the week. We build systems that answer the routine ones quickly, so your brokers can get back to the accounts that need them.
A thousand small requests from one tower.
A unit owner needs proof of the strata policy to give a lender. A property manager needs the current certificate for a move-in. An owner wants to know the strata deductible before buying unit owner coverage. None of these need a broker's judgment, and all of them land in a broker's inbox. We build systems that recognise the request, pull the right document or figure from the policy file, and draft the reply for a quick review. Your team approves it in seconds instead of hunting through the file for ten minutes.
Unit owner renewals that follow the strata policy.
When a strata corporation's deductibles change at renewal, every unit owner in the building may need to review their own coverage. That is a natural moment to reach your clients in that tower, and it usually gets missed because nobody has time to match the list. A system can flag which of your clients live in that building and queue an outreach in your wording for your team to send. Done well, a strata renewal becomes a reason to call instead of a pile of questions from worried owners.
Property managers want answers the same day.
Strata managers juggle many buildings and they remember which brokerage answers fast. Response time is how a strata book grows. We help you write down how each request type should be handled, who owns it, and how fast, then automate the parts that are pure retrieval. Your people handle the judgment calls and the relationships. The same written process also means a request handled on a Monday looks the same as one handled on a Friday afternoon, whoever is at the desk.
Common questions.
Will a system send strata documents to anyone who asks?
No. Requests are checked against who is entitled to the document, and anything outside the rules you set goes to a person before it is sent. Every reply is logged in the file, so you can always see who received what and when.
Can it tell us which of our clients live in the same building?
Yes. Matching addresses across your book is simple for a system and tedious for a person, and it is useful every time a strata policy renews.
We also write commercial lines. Is this only for strata work?
No. Strata requests are often the first fix because the volume is high and the work is repetitive. The same approach then extends to the rest of the book. Once one request type runs well, the next is faster to build because the process work is already done.
What if it does not work?
The guarantee is simple: we add one full-time role of capacity within 90 days, or we keep working until we do.
Insurance brokers in other cities.
The next step
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 insurance brokers and businesses in Burnaby.