Managed AI agents for Insurance businesses
Brokers lose placement time to renewal chase and inbound spikes. AI agents work the admin layer; authorised staff keep advice, placement, and Consumer Duty judgements.
- Typical admin returned on renewal and file work
- 15–25 hrs/week
- Renewal pipelines worked with staged chasing
- 90-day
- Managed agent incl. setup and UK hosting
- From £299/mo
AI product · BrokerOS
Disclosure checks Before your team opens the email
Motor disclosure documents checked on arrival — mismatches routed to your team before client contact.
Explore BrokerOS
Capacity when handlers are Placing Risk
Repeatable comms with an evidence trail.
Fewer lapses and faster reconstruction of client journeys.
How it works End To End
- 01
Onboarding maps your book
- 02
Agents connect to queues
- 03
Pilot on one segment
- 04
Weekly performance reviews
- 05
Authorised staff retain placement
- 06
Human oversight on regulated touchpoints
Spreadsheet chasing versus Governed Broker AI
Compliance risk avoidance value
Industry risk profile
High: Construction, waste, healthcare. Medium: Professional services, property. Low: Office-based, minimal regulatory.
Estimated avoided breach cost
£2,325
Expected value of avoided HSE fines, GDPR breaches, and licensing penalties.
- Minor breach risk (annual)
- £5,000
- Major breach risk (annual)
- £35,000
- Consultant callouts avoided
- £3,000
Breach probability
15%
Deadline costs
£2,400
Total benefit / yr
£7,725
Five ways AI is
supporting UK Brokers
04 / 04
Log & verify
- Consumer Duty trail
- Motor doc checks
- BrokerOS option
- Exportable logs
Fig. 05-A — Five ways brokers use AIAuto-rotating / click to pin
The cost of Unworked renewal admin
15–25 hrs
Weekly admin returned to brokers
90-day
Renewal horizon worked systematically
Logged
Consumer Duty touchpoints
Live in 5 To 10 Working Days
- Day 1–2
Broker AI audit
- Day 3–5
Templates and tone
- Day 6–8
Integrations and sandbox
- Day 10
Go live with oversight
The 14-Day Performance Probation.
Routine chasing, capture, and drafting run automatically; advice, suitability, complaints, and client commitments escalate to authorised staff before anything is sent in your name.

