Insurance Brokers & Agencies
AI that keeps the book moving.
Quote intake that captures once. Renewals that never slip. Policy documents assembled on demand. Claims and carrier submissions that follow up themselves.
We do not have a roster of agency logos to show you. What we have is a model: start with one workflow, project the time savings before we build anything, deliver in a fixed sprint, and stay accountable after launch.
Based in Canada? Government programs may be able to offset the cost — see Grant-Backed AI →
Where we focus
The workflows costing agencies the most time
Each of these is a documented, solvable problem. The question is which one to address first.
Quote intake is a copy-paste bottleneck
Submissions arrive by email, web form, and phone, then get re-typed into the rater and the management system. We build intake workflows that capture the request once, structure the data, and route it — so producers quote faster instead of transcribing.
Renewals and lapses depend on someone remembering
A missed renewal is lost revenue and an exposed client. We build cadence tracking that surfaces upcoming renewals and at-risk policies, triggers the outreach automatically, and logs the touchpoint — so the book retains itself.
Policy document assembly is manual every time
Binders, certificates, and policy packages get assembled by hand from templates and carrier outputs. We automate the assembly so the document is generated, populated, and queued for review — consistent, fast, and ready to send.
Claims follow-up and carrier submissions slip
Following up on open claims and chasing carrier submissions is reactive work that competes with new business. We build tracking that flags what's outstanding, drafts the follow-up, and keeps the status visible — so nothing stalls in someone's inbox.
Illustrative scenario
What this looks like for a mid-size brokerage
A representative scenario, not a specific client. It shows how the engagement model applies to a common pain point.
Illustrative · Representative, not a specific client
A commercial-lines brokerage with eight staff manages roughly 1,200 policies. Renewal outreach lives on a shared spreadsheet that someone has to check every morning. When the morning gets busy, renewals get missed — and a missed renewal is a lost account.
We start with the renewal workflow. Map it. Identify where the data already lives in the management system. Estimate the hours spent tracking renewals by hand and the retention risk of misses. If the math holds, we build: an automated renewal queue that surfaces what's due, drafts the client outreach, and logs each touchpoint back to the policy record.
The engagement runs 6 weeks at a fixed price. After launch, the service team works a clean queue instead of a spreadsheet, and renewals stop falling through the cracks.
Brokerage workflow
The workflow we automate for you
From quote intake to claims follow-up — the four pipeline stages we map and automate.
How we work
The ReadyIQ model for insurance agencies
Four commitments that apply to every engagement. Operational, not aspirational.
One workflow first
We start with the process costing your agency the most time — often quote intake or renewal outreach. Map it, estimate the savings, get your sign-off before we build anything.
ROI before you pay
Before the sprint begins, you see a documented estimate: producer and CSR hours per month, at your blended rate. If the numbers do not add up, we say so.
Fixed sprint, known cost
The engagement runs 4–8 weeks at a fixed price. No open-ended retainers. You know the cost before we start.
Post-build monitoring
After launch, we monitor for drift and exceptions. Automations break when carrier portals or source systems change. We stay on it so your team does not have to.
Deliverables
What every engagement includes
Fixed scope means a defined list. Here is what you receive.
- Process map with time-per-step and automation opportunity scoring
- Built and tested automations deployed to your environment
- Exception-handling logic and alerting for edge cases
- Runbook: what each automation does, how to monitor it, what to do when it flags
- Training session for your producers and service team
- 30-day post-launch monitoring window
Canadian grant angle
Federal, provincial, and regional programs may offset part of the cost of an engagement like this for a Canadian agency. Eligibility, amounts, and timing are determined by the program administrator — not by us, and we will never promise an approval. What we do: scope the work first, and if a program plausibly fits, structure the deliverables so the paperwork is clean.
See how Grant-Backed AI worksStart here
See what AI is worth to your agency
The free scorecard takes 5 minutes. It identifies which workflows in your agency have the highest automation potential — and gives you a concrete starting point.
No commitment. The discovery call is 30 minutes. If the ROI math does not work, we will say so.