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Insurance brokers · workflow automation

Workflow software for insurance brokers - quotes in, renewals never missed

Quote intake and renewal follow-up, rebuilt as software you own.

Two things quietly cost a brokerage money: slow quote turnaround and missed renewals. Both are mostly deterministic - capture the submission, check it against requirements, track the renewal date, follow up on a cadence. AI reads the unstructured submissions; the placement decision stays with you. By our read, most of this is rules, not broker hours.

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The deterministic teardown

Quote intake + renewal follow-up broken down

71%

of quote intake + renewal follow-up runs on deterministic rules
5/7 steps at $0 runtime · 1 use AI

  1. Capture the quote requestRule · $0
  2. Check the requirement checklistRule · $0
  3. Read unstructured submissionsAI
  4. Track renewal and expiry datesRule · $0
  5. Run the renewal follow-up cadenceRule · $0
  6. Update the CRM and policy recordRule · $0
  7. Decide on placement and marketsHuman

Deterministic steps run as rules / templates / lookups - no model call, near-zero cost. This teardown is our estimate, not measured client data.

Where it breaks today

Where the workflow breaks today

  • Renewals slipping past their date because follow-up depends on memory
  • Re-typing details from PDF and email submissions into the quoting system
  • Incomplete submissions bouncing back and forth before a quote can start
  • No consistent follow-up cadence, so warm renewals go cold
What you get

What you get

  • Renewal dates are tracked automatically and surfaced before they lapse
  • Submissions are read and structured, so quoting starts with complete data
  • A consistent follow-up cadence runs on its own, not on sticky notes
  • The CRM stays current, freeing you for the placement decisions that matter

Common questions

Frequently asked questions

Does this decide which policy to place?

No. It handles intake, requirement checks, and renewal follow-up - the repeatable admin. The placement decision and market selection stay with you, the licensed broker. The software organizes the work; it does not advise the client.

Can it handle our specific submission formats?

Yes - that is what the AI step is for. It reads the unstructured submissions you actually receive and extracts the fields, while the deterministic rules and reminders are scoped to your lines and carriers during the diagnostic.

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