Keep enquiries, renewals
and claims organised.
Help brokers and insurance teams manage routine information requests and follow ups without losing track of the next action.
Discuss your workflow →How we can help insurance
These are examples of workflows we can assess and build. We confirm the scope, available integrations and responsibilities before implementation.
New enquiry routing
Capture the type of cover requested and assign the enquiry to the right team.
Renewal reminders
Create review tasks and send approved reminders using recorded policy dates.
Document collection
Track requested information and notify staff when an item is missing or received.
Claims intake support
Collect basic claim details and route them to a person for assessment.
Client status updates
Send approved administrative updates when a case stage changes.
Service dashboards
Bring together outstanding requests, upcoming reviews and follow up activity.
An example workflow
- A client asks about cover
- Their enquiry is recorded and assigned
- The team requests the relevant information
- A qualified person reviews the request and responds
The exact triggers, messages and review steps are agreed around your team and systems.
Built with the right boundaries
Cover recommendations, underwriting, claims assessment and policy decisions stay with authorised people. We define limits for AI responses and sensitive information.
From opportunity to a working setup
Understand the work
We review the current process, time consuming steps and the systems your team uses. Together we choose a manageable starting point.
Build and test
We map triggers, actions and exceptions, connect supported tools and test realistic scenarios before launch.
Hand over clearly
We document ownership, error notifications and operating instructions. Ongoing support can be scoped where needed.
Questions about insurance automation
Can you connect our existing systems?
We check the tools involved, supported connectors, API access and permissions during scoping. Where a connection is not available, we explain the limitation before confirming the project.
Which workflow should we start with?
A useful starting point is often new enquiry routing. We compare it with the other manual tasks in your business and prioritise a process with clear inputs, an owner and a measurable outcome.
How are pricing and timelines agreed?
We provide a scoped proposal after reviewing the workflow and dependencies. Required third party subscriptions, usage charges and ongoing support are clarified separately.
Start with one workflow.
Tell us where manual work slows your insurance team down.