Insurance brokers · Surrey, BC
AI automation for Surrey insurance brokers.
A Surrey brokerage often runs two businesses under one roof. The front counter handles a steady line of Autoplan and personal lines clients, and the back office services commercial accounts for trucking, construction, and the trades. Both sides compete for the same few people. We build systems that take the repetitive work off both. Your licensed people get back to advising clients.
The counter and the commercial desk share one team.
When the counter gets busy, commercial work waits. When a fleet renewal is due, the counter line gets longer. The result is a familiar week: licensed staff answering the same questions on the phone, chasing the same missing documents, and keying the same client details into more than one system. The licence is needed for the advice, not for the retyping. Separating the two is the first job, and it usually frees more time than a new hire would.
Fleet schedules that change every week.
A trucking or contracting client adds a unit, sells one, hires a driver, lets one go. Each change arrives as a text, an email, or a phone call, and each one has to be logged, checked, and passed to the right market. We build intake that captures those changes from wherever they arrive, checks them against the current schedule, and stages the update for an account manager to approve. Nothing gets lost in someone's inbox. At renewal, the schedule is already current, so the account manager starts from a clean file instead of reconciling a year of scattered messages.
Follow-up in the language your client reads.
Many Surrey brokerages serve clients in English, Punjabi, Hindi, and other languages. Renewal reminders and document requests can go out in the client's preferred language, drafted from your own approved wording, with a person reviewing anything that is not routine. Your bilingual staff stop translating the same reminder fifty times a month. They spend that time on the conversations where their language skills actually matter, like explaining a coverage change to a long-time client.
Common questions.
Can you help with the volume at our front counter?
Yes, on the office side. We automate the reminders, the document requests, and the follow-up that generate repeat calls, so the counter handles fewer of them. Licensed staff then spend the counter time they have on advice and sales.
Our commercial clients send changes by text. Can a system work with that?
Yes. We build intake around how clients actually reach you, then log and route the change so an account manager approves it before anything goes to a market. Every change is logged with the date and the source message, so the file tells the full story.
We have several branches. Do you build one system or one per office?
One system, set up so each branch works the same way. That is usually where the biggest gain is, because each branch currently has its own habits. We document one way of working first, agree it with your branch managers, and then build the system around it.
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 Surrey.