for UK insurance brokers
AI workflow assessment for UK insurance brokers - cut the renewals and quote admin.
We sit down with your brokerage for 60 minutes, diagnose where the hours actually go - renewals, quote comparison and market presentation, policy documentation, mid-term adjustments and claims - and hand back a report built around how you place cover: named tools, step-by-step recipes, and a prioritised plan to reclaim the time. Not a template.
The renewals and policy admin that never lets up.
You earn on the cover you place and retain. Then the week fills with the work around it: the renewals that come round relentlessly, comparing quotes and presenting the market to the client, issuing and documenting policies, processing mid-term adjustments, and handling the claims that land when a client needs you most.
None of it is winning new business, but all of it has to happen - and it is the reason renewal season buries the team, the reason an account handler can only carry so many clients, and the reason growing the book means growing the admin. You know AI could take some of it. You just need someone to show you exactly where, and in what order, for a brokerage that runs the way yours does.
That is what the assessment is for. Not another broking-system upsell, not a generic tool list - a 60-minute diagnostic of your brokerage and a plan built around what will genuinely give you the hours back.
The renewals and documentation admin behind every policy - and what it is worth fixing.
We don't put a single headline figure on broking admin here, because your book decides it - a commercial brokerage on complex mid-market risks loses time differently to a personal-lines or scheme desk. What we can say from assessing UK service businesses is that the biggest drains are consistent: renewals, quote comparison and market presentation, policy documentation, and claims handling.
The assessment measures your actual week rather than a benchmark. In the 60-minute session we map where the hours really go across account handlers, brokers and back office, then work backwards to the drains worth fixing first - so the number in your report is yours, not an average.
Run your own numbers in the admin cost calculator, or read the full breakdown in the CRM and workflow gaps that cost UK service businesses.
The assessment is £799 - and we work the numbers out from your actual week, not a sector average.
Your six biggest time sinks - and what we do about each one.
We map your whole brokerage in the 60-minute session, then work backwards to the drains worth fixing first. Here is how that lands on the specific admin insurance brokers feel.
Renewals processing
The renewal that comes round for every client, every year - re-broking, re-quoting, checking the cover still fits, and getting it over the line before the deadline. We map how renewals run in your brokerage and show where AI drafting and a reminder workflow take the repetition off your handlers, so renewal season stops burying the team.
Quote comparison and market presentation
Gathering quotes, comparing cover and price, and presenting the market to the client in a way they can actually weigh up. We show which parts AI can structure and draft - the comparison summary, the client-facing write-up - so your brokers spend their time on the recommendation, which stays theirs to make.
Policy documentation and issuing
Producing schedules, statements of fact, demands-and-needs and the documentation trail behind each policy. We look at where AI and a tighter integration remove the repetitive form-filling and double-keying that eats the back office.
Mid-term adjustments
The change of vehicle, the added employee, the increased sum insured - each an MTA that has to be quoted, endorsed and documented. We show where AI drafting and a wired-up flow shrink the admin on the changes that come in all week.
Claims handling
The first notification, the paperwork, the chasing between client and insurer at the moment the client cares most. We show which parts AI can summarise and draft, and which still need a person to guide the client through.
Client chasing and correspondence
The documents you need back, the renewal decision you are waiting on, the routine updates. We give you a prompt library for the messages you send most, so keeping clients moving takes a minute instead of ten.
What this is - and what it isn’t.
The assessment is a diagnostic and a plan. Within two working days of your call you get a passcode-protected report: the AI and automation opportunities we have found for your brokerage, named tools with costs and setup time, step-by-step recipes, a prompt library, an impact-versus-effort ranking, and ROI worked out on your real numbers. It is written in plain English so you can act on it - no technical background needed.
It is guidance, not us doing the work for you. If the report flags something worth building - a renewals-preparation agent, say - the Custom AI Agent Build is a separate product from £2,500, scoped case by case. If you would rather implement the report’s quick wins yourself with someone beside you, the Implementation Kickstart (£349, 90 minutes) is there for that. The assessment always comes first.
Questions insurance brokers ask us.
Is client data safe, and does this fit our FCA obligations?
Can AI compare quotes and present the market reliably?
We already run a broking system. Does this replace it?
Is £799 worth it for a smaller brokerage?
One payment. A written plan,
a video walkthrough, and someone
checking in to make sure it happens.
A diagnostic session, personalised report, video walkthrough, and follow-up support. One payment, no ongoing costs.
Find out where your brokerage's hours actually go.
Book a 60-minute diagnostic. Get a report built around your brokerage within two working days, a video walkthrough, and follow-up support. Money back if it doesn't show at least 5 hours a week worth reclaiming.
Book your assessment →Not ready to book? Take the free 2-minute AI readiness quiz to see where your brokerage stands.