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Insurance Brokerages

Policy renewal, quoting, and claims follow-through

Brokerages live on relationships but die on paperwork. Agents handle the carrier portals, the renewal chase, and the claims status updates so your producers stay in front of clients.

What's broken today

  • Renewals start 30 days out (not 90) and clients quote online before you get there
  • Producers burn hours jumping between carrier portals to cross-quote
  • Claims status updates to clients are manual, late, and inconsistent
  • COI and endorsement requests pile up in a shared inbox
  • Retention signals (premium increases, service friction) are spotted too late to save the book

What automates

  • Renewal-kickoff agent — 90 days out, pulls the expiring policy, benchmarks against current market, drafts the producer's talking points, schedules the review meeting
  • Cross-carrier quoting agent — queries multiple carrier portals/APIs, presents 3–5 options with premium/coverage tradeoffs spelled out, flags where current policy has gaps
  • Application-completion agent — takes one intake, fills all carrier-specific applications, flags any data the client still needs to provide
  • Claim-advocacy agent — monitors carrier systems for status changes, pushes proactive updates to the client before they ask, escalates when the carrier drags
  • COI-and-endorsement agent — handles the endless certificate-of-insurance and mid-term endorsement requests; produces and delivers within minutes
  • Retention-signal agent — flags clients whose claim experience, premium increases, or communication patterns suggest they're shopping; surfaces them for proactive outreach
  • Loss-control agent — where the carrier requires safety/risk mitigation actions, tracks compliance and nudges the client to close items on time

What you get back

  1. Renewal retention up 5–8 points
  2. Producer capacity up 10–15 hours/week for new business
  3. Claim NPS up — clients hear from you before they ask
  4. COI turnaround from a day to under 10 minutes
  5. Commission lift through cross-sell and higher retention

In practice

A mid-market P&C brokerage lifted renewal retention 6 points and freed up ~12 producer hours per week for new business.

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