Consumer Duty evidence and Renewal Capacity without replacing your BMS

For UK insurance brokers, managed AI can automate renewal chasers, enquiry logging, and comms drafts while logging each action with timestamps for Consumer Duty oversight files. TAB provides governance tooling and human-in-the-loop review; it does not replace your compliance function, FCA responsibilities, or regulatory advice on suitability and placement.

AI agents can automate repeatable admin — renewal chasers, enquiry logging, comms drafts — and log each action with timestamps for oversight files. TAB provides governance tooling and human-in-the-loop review; it does not replace your compliance function or regulatory advice.

No. For UK insurance brokers, agents work alongside Acturis, SSP, Open GI, and similar BMS platforms. Policy records and placements stay in your existing systems; managed AI handles chasing, enquiry capture, and drafting tasks around those records without replacing broker management workflows.

No. Agents work alongside your BMS and mailboxes. Policy records and placements stay in your existing systems; the AI handles chasing, capture, and drafting tasks that sit around those records.

For UK insurance brokers, TAB managed broker agents typically start from £299 per month including setup and UK hosting. Pricing scales with call volume, lines of business, integrations, and specialised workflows such as motor document verification deployments — value is often modelled from chased renewals and faster enquiry response.

TAB's managed broker agents start from £299 per month including setup and UK hosting. Pricing scales with volume, integrations, and specialised workflows such as document verification deployments.

For UK insurance brokers, your configured approval policy applies. Many firms require human sign-off on all client-facing comms; the agent prepares drafts and tasks while authorised staff send. Escalation rules route complaints, cancellations, and advice-led queries immediately without unsupervised regulated commitments.

Your configured policy applies. Many brokers require human approval on all client-facing comms; the agent prepares drafts and tasks, and authorised staff send. Escalation rules catch complaints, cancellations, and advice-led queries immediately.

Yes. For UK insurance brokers, TAB processes and stores broker admin and client communication data on UK-sovereign infrastructure for standard deployments — not routed through US consumer AI clouds for those operational workloads, supporting firms that need UK data residency for oversight files.

Yes. TAB processes and stores broker admin and client communication data on UK-sovereign infrastructure for standard deployments — not routed through US consumer AI clouds for those workloads.

For UK insurance brokers, BrokerOS is a focused deployment for motor disclosure document checks against policy records. Broader broker agents handle renewals, enquiries, and comms across lines of business. Both use managed setup and human review before client contact where your policy requires it.

BrokerOS is a focused deployment for motor disclosure document checks against policy records. Broader broker agents handle renewals, enquiries, and comms across lines. Both operate under managed setup and human review before client contact where required.

For UK insurance brokers, typical onboarding is 5 to 10 working days for a renewal or enquiry agent, including template configuration and test runs. Specialised document workflows may vary depending on mailbox and BMS access — pilot segments often go live before portfolio-wide rollout.

Typical onboarding is 5–10 working days for a renewal or enquiry agent, including template configuration and test runs. Specialised document workflows may be shorter or longer depending on mailbox and BMS access.

No. For UK insurance brokers, TAB provides managed AI for administrative workflows and governance logging only. Insurance advice, suitability assessments, and placement remain with your FCA-authorised personnel — the agent does not conduct regulated activities or replace authorised handlers.

No. TAB provides managed AI for administrative workflows and governance logging. Insurance advice, suitability, and placement remain with your FCA-authorised personnel.