Broker Client Team
Handles quote requests, collects documents, sends renewal reminders and answers policy questions.
Your brokers should spend their time advising clients, not chasing forms. The AI team handles the admin around every quote, renewal and policy question, and hands anything that needs advice to a licensed person.
Captures quote requests with all the details your team needs and sends them to the right brokerOn duty
Requests and chases documents such as ID copies, vehicle or property details and current schedulesOn duty
Sends renewal reminders ahead of the date and books a review call with the brokerOn duty
Answers common policy questions from wording you approveOn duty
Sample team. Roles and tasks are set up around your business.
Meet your AI employees
Each AI employee has one clear job. Together they cover the whole front desk, and hand anything sensitive to your people.
Quote Request Agent
Captures quote requests with all the details your team needs and sends them to the right broker.
Document Collector
Requests and chases documents such as ID copies, vehicle or property details and current schedules.
Renewal Reminder Agent
Sends renewal reminders ahead of the date and books a review call with the broker.
Policy Q&A Assistant
Answers common policy questions from wording you approve. It never gives advice; advice and claims questions go to your licensed staff.
A day with the team
Illustrative example- 08:10
A client asks on WhatsApp for a car insurance quote. The Quote Request Agent collects the vehicle, driver and cover details.
- 08:20
The Document Collector asks for the ID copy and current schedule, and sends a reminder the next day for the missing one.
- 11:00
The Renewal Reminder Agent contacts clients whose policies renew next month and books review calls with the broker.
- 15:30
A client asks what their policy covers for a burst geyser. The Policy Q&A Assistant shares the approved wording and hands the claim to a broker.
An example of how the team could work. Not a real client or real results.
Who it's for
- Short-term insurance brokers
- Financial advisers and brokerages
- Practices with lots of renewals and document chasing
Start here
Start with the Broker Client Team
Tell us about your business on WhatsApp or book a 30-min call. From R8,999/month (excl. VAT. Final price depends on how many AI employees you start with and your setup; confirmed before any work starts.)
Or get the free AI audit first