Disclosure verification Before Your Team Opens The Email

No. For UK motor insurance brokers, BrokerOS connects to the existing inbox and reads documents from it. Microsoft 365, Gmail, and any SMTP mailbox are supported. The broker management system stays in place and is not replaced, migrated, or used as the system of record for this check.

No. It connects to the existing inbox — Microsoft 365, Gmail, or any SMTP mailbox — and reads from it. The current broker management system is untouched.

BrokerOS connects UK motor insurance brokers to Microsoft 365, Gmail, and any SMTP mailbox. In a live deployment, V5Cs, licences, no-claims certificates, and proofs of address are processed as they arrive. A manual sync remains available when the team wants an on-demand pull.

Microsoft 365, Gmail, and any SMTP mailbox. In a live deployment, documents are processed as they arrive. A manual sync is there for an on-demand pull.

At launch, BrokerOS checks four document types for UK motor insurance brokers: the V5C, the driving licence, the no-claims certificate, and proof of address. Each document is compared field by field with the declared policy record. Further document types are added per deployment, not assumed at launch.

At launch: V5C (registration, make and model, keeper, postcode), driving licence (name, date of birth, address), no-claims certificate (name, years accrued, policy reference), and proof of address (address, town, postcode). Further types are added per deployment.

When a mismatch is found, BrokerOS creates a high-priority review task for UK motor insurance brokers. The task shows the field that differs, with the document value and the declared policy value side by side. No client message is sent until a broker reviews that task.

A high-priority review task is created in the task queue. The summary states which fields differ, with the document value and the declared policy value side by side. No client contact is sent without broker review.

Reply Now opens a pre-addressed draft from inside the mismatch task for UK motor insurance brokers. The draft names the specific discrepancy on the V5C, licence, no-claims certificate, or proof of address. The broker reviews it, edits if needed, and sends. The reply is logged against the task and the client file.

From inside the mismatch task, Reply Now opens a pre-addressed draft that names the discrepancy. The broker reviews it, edits if needed, and sends. The reply is logged against the task and the client file.

BrokerOS gives UK motor insurance brokers an evidence trail for disclosure checks, not a compliance sign-off. BureauGovern™ logs each AI action with a timestamp, the data it acted on, and the broker who reviewed it. No client message leaves without that review. This is policy administration with human oversight, not regulatory or legal advice.

BrokerOS keeps an evidence trail. BureauGovern™ logs every AI action with a timestamp, the data it acted on, and the broker who reviewed it. No client message leaves without that review. That supports a disclosure-check file. It is policy administration with human oversight, not regulatory or legal advice, and it does not replace the broker’s compliance officer.

Always. For UK motor insurance brokers, BrokerOS does not contact the client until a broker has reviewed and approved the task. That applies to every mismatch on a V5C, driving licence, no-claims certificate, or proof of address. Human review is the last step before any message is sent.

Always. No message leaves until a broker has reviewed and approved the task.

For UK motor insurance brokers, a managed BrokerOS deployment against an existing mailbox typically takes 3 to 5 working days from the onboarding call to live processing of V5Cs, licences, no-claims certificates, and proofs of address. Client and policy import timing depends on the source system.

A managed deployment against an existing mailbox is typically 3–5 working days from the onboarding call to live processing. Client and policy import timing depends on the source system.

The Agent Bureau manages BrokerOS for UK motor insurance brokers: monitoring, maintenance, model updates, and additions to the V5C, licence, no-claims, and proof-of-address checks. The broking team uses the portal and keeps the decisions. TAB runs the infrastructure. The monthly managed service fee covers that operation.

TAB manages the platform: monitoring, maintenance, model updates, and document-type additions. The broker team uses the portal. TAB runs the infrastructure. The monthly managed service fee covers that.

Yes. Client data for UK motor insurance brokers is processed and stored on UK-sovereign infrastructure. BrokerOS does not route V5Cs, licences, no-claims certificates, proofs of address, or the policy records they are checked against through US cloud providers. TAB runs that infrastructure.

Yes. Data is processed and stored on UK-sovereign infrastructure. TAB does not route client data through US cloud providers.