for UK insurance brokers
AI workflow assessment for UK insurance brokers - cut the renewals and quote admin.
Renewals set the rhythm of your year, so the hour starts there and works outwards - quote comparison and market presentation, policy documentation, mid-term adjustments and claims. You get a written plan your account handlers can follow, put in the order that makes the next renewal season lighter.
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. A renewal that goes out late has already given the client time to shop around.
A broking system is bought on the demo and lived with on the Monday. The 60-minute session is about the Monday, and what comes out is ranked by the hours each fix returns to your handlers.
The renewals and documentation admin behind every policy - and what it is worth fixing.
Quoting a figure for broking admin would mean quoting a book that is not yours. A commercial brokerage on complex mid-market risks carries a different week to a personal-lines or scheme desk, and how much the insurer does for you moves it again. The list of drains stays put: renewals, quote comparison and market presentation, policy documentation, and claims handling.
So the 60 minutes goes to a renewal you have just finished. We walk it with the handler who ran it, from the diary note to the client's yes, marking every step that came out the same as the one before.
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 what it finds is sitting in your own renewal diary.
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 ask a handler to run us through their last renewal in real time, and note every point where they were re-typing something the system already knew.
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 look at how a market presentation gets built and where the structuring ends and the recommendation begins, because only the first of those can be drafted - the recommendation stays the broker's.
Policy documentation and issuing
Producing schedules, statements of fact, demands-and-needs and the documentation trail behind each policy. We follow one policy from bound to documented and find every point where the same details are typed again.
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 take a week of MTAs and weigh the admin behind each one - the quoting, the endorsement, the documentation - to see which changes repeat often enough to be worth automating.
Claims handling
The first notification, the paperwork, the chasing between client and insurer at the moment the client cares most. We walk one recent claim from first notification to settlement and separate the paperwork from the moments the client actually needed a person.
Client chasing and correspondence
The documents you need back, the renewal decision you are waiting on, the routine updates. We check what your handlers are chasing on any given day, and how many of those chases had already gone out once.
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 £949, 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.
The kind of result we publish.
Real clients, in their own words - the full story, what we found, and the measurable change in their week.
“Knowing something and doing something are completely different things.”
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 →