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AI for insurance brokers that chases the renewals, not the advice

Not another AI tool. Your AI consultancy and development team for faster responses to new enquiries, renewals that get followed up before clients drift to aggregators, and quote information chased without the back-and-forth.

Start with one practical AI workflow opportunity. No system access or credit card required.

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Jemima

Hi, I’m Jemima. Tell me about your brokerage — your mix of commercial and personal lines, and where enquiries or follow-up could be faster and more consistent. I’ll suggest the first process to automate.
Live workflow examples

Practical AI workflows for insurance brokers

Live, interactive demos built for insurance brokers. Try them with sample data.

Why it matters

Where a faster, more organised broker wins and keeps clients

Enquiries go to several brokers

Clients shop around, so a slow or inconsistent reply loses the enquiry to whoever responded first.

Renewals are the business

Missed or late renewal follow-up is where clients quietly drift off to aggregators, and chasing every one by hand is hard to keep up.

Endless information chasing

Quotes stall waiting on claims history, schedules and details from clients who go quiet.

Quote follow-up forgotten

New-business quotes slip when advisers are heads-down on renewals and claims.

Simple and complex mixed together

Personal-lines and complex commercial enquiries land in the same inbox and need routing differently.

Out-of-hours enquiries

Enquiries arrive outside hours and sit unanswered until someone reaches the inbox.

Worked example

See how one enquiry is handled

An enquiry comes in

Our commercial combined policy is up for renewal next month and we’d like to review it — can someone go through our cover and quote? We’ve also taken on a new unit since last year.

Jemima hands your team

Triage

commercial renewal with changed risk, time-sensitive

Services

commercial combined, renewal review, mid-term changes

Next action

book a renewal review and request the updated details

Plus

a drafted reply and the information to gather first

Every recommendation and statement about cover is made by your brokers — Jemima organises the enquiry and chases the information, it doesn’t advise or recommend cover.

Your stack

Built around the tools you already use

Acturis Open GI SSP Applied Epic HubSpot Email & inboxes SMS Calendars
How it works

Four simple steps for your brokerage

1

Review

We look at your enquiry, follow-up and admin processes.

2

Roadmap

We pick the one workflow that makes the biggest difference first.

3

Build

We build and test it around your real tools, with review points for your team.

4

Launch

It goes live, then we maintain and improve it over time.

FAQ

Questions insurance brokers ask

Yes. When an enquiry comes in, Jemima can reply straight away, capture the type of cover and the client’s situation, and offer a call — so you win more from the leads you already get instead of losing them to the broker who replied first. Your advisers handle all the advice.

Yes, and it’s one of the highest-value workflows here. Jemima can follow up renewals consistently and in good time, so policies don’t lapse and clients don’t quietly move to a comparison site. You decide who is chased and when, and the broker always handles the review itself.

Yes. Jemima can chase the claims history, schedules and details you need to quote, politely and repeatedly until they’re in, so quotes don’t stall on a client who has gone quiet. Completed information comes straight back to your team.

Yes. Jemima can flag and route enquiries — keeping straightforward personal lines moving while sending complex commercial work to the right person — so adviser time goes where it’s needed. You always make the final call.

No. Jemima captures information, organises it and chases what’s outstanding, but it never gives regulated advice or recommends a policy — that always stays with the broker. It removes the admin around an enquiry, not the advice.

In most cases, yes. We aim to work around the broking platform you already use, such as Acturis, Open GI or SSP, along with your inbox and SMS, rather than asking you to change systems. We confirm what’s possible during the review.

Yes. Information is handled with controlled access and clear limits, sensitive cases can stay under human review, and every workflow has approval points, activity logs and human handovers, so you can see exactly what it has done and pause or adjust it at any time. We design around your confidentiality and GDPR obligations.

Step 1 of 2

Request your free workflow review

We’ll find the one AI workflow that would make the biggest difference to your business.

  • We’ll pinpoint one practical AI workflow opportunity for your business.
  • No system access or technical setup needed to get started.
  • No credit card required.

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