Automate CRM, policy administration, commissions, and compliance from a unified cloud platform. Reduce administrative overhead by 65% and scale operations without adding headcount.
Join Waiting listCovers CRM data entry, quote management, policy validation, commission calculations, credit control, claims processing, and staff training through dedicated task-specific agents
Automates new business processing, policy renewals, mid-term adjustments, cancellations, and document management across all insurance lines from a single platform
Deep bi-directional integration automates billing, commission accounting, premium receivables, insurer payables, VAT calculations, and financial reporting without manual data transfer
Calculates, tracks, and reconciles broker commissions across all policies and insurers, flagging overdue receivables and generating automated credit control workflows
Provides management with live visibility into sales pipeline performance, policy renewal rates, earned commissions, claims activity, and individual team performance metrics
Automates regulatory compliance documentation, maintains client file completeness, and generates audit-ready reports for broker regulatory compliance obligations
Reduces manual data entry, commission tracking, and finance reconciliation effort across all brokerage operations
Eliminates manual journal entries, commission postings, and reconciliation between the brokerage management platform and accounting system
AI agents handle routine policy processing tasks enabling the brokerage to scale transaction volumes without proportional headcount increases
Automates regulatory documentation and audit trail maintenance reducing compliance preparation effort and risk for broker regulatory audits
Turn operational complexity into measurable performance gains.
