Insurance brokers
A poorly monitored claim costs more than a poorly sold contract.
Sorting requests, collecting documents, monitoring renewals and claims, without any file falling asleep.
missing documents per claim
time to complete a case file
renewals to prepare
The short answer
How can an insurance broker automate claims and renewal tracking?
Each incoming request is classified by nature and urgency, missing parts are requested automatically and each renewal deadline triggers its sequence. The broker retains arbitration and advice; he no longer retains the burden of remembering.
The problem
Points of friction · Insurance brokers
A poorly monitored claim costs more than a poorly sold contract.
Today
With the system
Requests arrive by email, by telephone and in agency, without a single queue.
All requests enter a single, qualified queue
A disaster waits for a part for three weeks without anyone noticing.
The documents of a claim are requested and verified
Renewals are prepared urgently, a few days before the deadline.
Renewal deadlines trigger their sequence
The portfolio grows, the team does not, and the quality of monitoring silently declines.
Each file has a readable status, permanently
Live
A request arrives. See what happens next.
Illustrative scenario: approvals and exceptions still need to be defined with your team.
GmailDisaster Shared BoxMeanwhile, in your tools
Gmail
All requests enter a single, qualified queue
The documents of a claim are requested and verified
HubSpot
Renewal deadlines trigger their sequence
Notion
Each file has a readable status, permanently
Tracking · missing documents per claim
What we install
The complete infrastructure for your workflow.
Each step is built, connected to your tools and tested on your real cases before launch.
Step 1 / 4
All requests enter a single, qualified queue
Claim, amendment, pricing question or new business: each message is classified, dated and prioritized, regardless of the arrival channel.
Pilot monitoring
What to monitor during the pilot
missing documents per claim
Scope and indicator defined before the pilot.
time to complete a case file
Checked against authorised data and cases.
renewals to prepare
Comparison with the starting point after launch.
Orders of magnitude observed on typical deployment scenarios, given to situate the extent of the change. These are not measured customer results: yours are quantified during the audit, on your data.
Your safeguards
What stays under your control.
Giving a system access affects your data and processes. These are our default safeguards.
You stay in control
We start with approval for every action. Only what you explicitly authorise, case by case, runs on its own.
Your accounts stay yours
Accounts, domains and hosting remain in your name. You can disconnect whenever you choose.
Approvals before sensitive actions
Sensitive actions use drafts and approval queues instead of direct writes.
Questions
The questions we are asked
Can the agent give insurance advice?
No. It handles administration, status and document collection. Any recommendation for coverage or compensation remains with the broker, it is a regulatory requirement as much as a choice on our part.
Does it work with our brokerage software?
In the majority of cases yes. When no integration exists, we build the bridge. This is precisely the type of project that we take care of rather than asking you to change tools.
And the confidentiality of customer data?
Access is given agent by agent, to the minimum necessary, everything is logged and accommodation can stay with you. This is the point that we first focus on during the audit.
We look at your case before promising anything.
A call to understand what is costing you the most today, and to tell you frankly if we are the right person to talk to.