Insurance brokers · Vancouver, BC
AI automation for Vancouver insurance brokers.
An independent brokerage in Vancouver competes with national consolidators on one side and direct writers on the other. The way it wins is service and expertise on harder risks. That only holds up if the office is not buried in paperwork, and in a commercial book the paperwork never stops. We build the systems that carry it, so your best people spend their time on the risks that need them.
Staying independent costs office hours.
The large brokers have back offices and service centres. An independent has a handful of account managers who know every client by name. That is the advantage, and it erodes the moment those people spend their week on data entry instead of the client. When a producer retires or a senior CSR leaves, the knowledge of how each account gets marketed often walks out with them. A system that carries the routine servicing keeps the people focused on the relationships the consolidators cannot copy, and it keeps the way your office works written down instead of remembered.
Commercial submissions with too many forms.
A downtown restaurant group, a tech company asking about cyber, a contractor with a growing fleet. Each submission means an application, a stack of supplementals, loss runs, and financials, often sent in pieces over two weeks. We build systems that read what the client sends, track what is still missing, chase it in your wording, and assemble a clean submission package ready for each market. Your account manager reviews it and sends it. The file shows what was received, when, and from whom, so a new account manager can pick up the account midway without a phone call to the person who started it.
Documented first, then automated.
Before anything gets built, we map how your office actually markets an account: who decides which markets get it, what a complete file looks like, and where it stalls. That map becomes a written process with an owner. Only then do we automate the parts that do not need a licensed broker. The documentation alone usually makes the next hire easier to train. It also shows you, often for the first time, how many hours each account type really costs to service, which is useful when you decide which business to grow.
Common questions.
We are thinking about selling the brokerage someday. Does this help or hurt?
It helps. A brokerage whose processes are written down and run on systems is easier to value and easier to hand over than one that depends on a few long-serving staff.
Can a system handle the variety in a commercial book?
Yes, because it does not make the underwriting calls. It handles the collecting, chasing, and assembling, which looks much the same whether the risk is a restaurant or a contractor.
Will you meet us at our office downtown?
Yes. Discovery works best on site where we can watch an account move through the office. The build itself runs remotely against the systems you already use.
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 Vancouver.