Software for insurance brokers, built around renewal season.

A broking business is a sequence of renewal dates, each requiring documents, comparison and a conversation. Miss the window and the client is with somebody else, often without ever having been unhappy.

Most brokers manage this with reminders in a diary and the memory of whoever owns the account. It works until volume grows.

The document that explains why one quote is better than another is what justifies the fee and wins the renewal. It is also usually written from scratch each time, by somebody senior, under time pressure. Generating the structure automatically leaves the judgement to the broker and removes the typing.

Will this integrate with our software house system?

In most cases yes, at least for reading data. Where a direct integration is not available we work from exports, which is still enough to automate chasing, summaries and client communication.

Is automated client communication compliant?

Communication that is factual, timely and records what was sent supports compliance rather than threatening it. The audit trail is often better than the manual alternative.

What is the single biggest win?

Starting renewals earlier and consistently. Most lost renewals are not lost on price, they are lost because the conversation happened too late to be a conversation.