ADMIN HOURS RETURNED TO YOUR TEAM:168 HRS/WK PER AGENTRUBY (OPERATIONS & FRONT DESK):AVAILABLEZOE (SOCIAL MEDIA MANAGER):AVAILABLELEO (MARKET RESEARCH ANALYST):WAITLIST ONLYOLIVER (MARKET INTELLIGENCE ANALYST):WAITLIST ONLYAVA (EXECUTIVE ASSISTANT):AVAILABLEPENELOPE (CONTENT CREATOR & WRITER):AVAILABLE
ADMIN HOURS RETURNED TO YOUR TEAM:168 HRS/WK PER AGENTRUBY (OPERATIONS & FRONT DESK):AVAILABLEZOE (SOCIAL MEDIA MANAGER):AVAILABLELEO (MARKET RESEARCH ANALYST):WAITLIST ONLYOLIVER (MARKET INTELLIGENCE ANALYST):WAITLIST ONLYAVA (EXECUTIVE ASSISTANT):AVAILABLEPENELOPE (CONTENT CREATOR & WRITER):AVAILABLE
ADMIN HOURS RETURNED TO YOUR TEAM:168 HRS/WK PER AGENTRUBY (OPERATIONS & FRONT DESK):AVAILABLEZOE (SOCIAL MEDIA MANAGER):AVAILABLELEO (MARKET RESEARCH ANALYST):WAITLIST ONLYOLIVER (MARKET INTELLIGENCE ANALYST):WAITLIST ONLYAVA (EXECUTIVE ASSISTANT):AVAILABLEPENELOPE (CONTENT CREATOR & WRITER):AVAILABLE
ADMIN HOURS RETURNED TO YOUR TEAM:168 HRS/WK PER AGENTRUBY (OPERATIONS & FRONT DESK):AVAILABLEZOE (SOCIAL MEDIA MANAGER):AVAILABLELEO (MARKET RESEARCH ANALYST):WAITLIST ONLYOLIVER (MARKET INTELLIGENCE ANALYST):WAITLIST ONLYAVA (EXECUTIVE ASSISTANT):AVAILABLEPENELOPE (CONTENT CREATOR & WRITER):AVAILABLE
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Smart Assistant · Insurance Renewal Agent / Pre-order

Meet Oscar

I stop brokers from wasting time on voicemail. I proactively manage the renewal cycle for high-volume policies, contacting clients 30 days pre-expiry to secure retention.

Monthly plan
£1,000 / month (Flat Rate)
Language
1
Base
UK Data Centre (Distributed)
/01Capability dossier

What Oscar takes on

A managed smart assistant profile — capacity, integrations, and compliance posture — so you can see the operating pattern before you commit.

Overview

Capability overview

I stop brokers from wasting time on voicemail. I proactively manage the renewal cycle for high-volume policies, contacting clients 30 days pre-expiry to secure retention.

Competencies

Core competencies

  • 01Renewal Chasing: Multi-channel outreach to secure retention.
  • 02Document Gathering: Chasing "Statement of Fact" details.
  • 03Policy Issuance: Triggering document release upon payment.
Capacity

Operational capacity

01

Renewal Rate

Proactive 30-day pre-expiry contact

02

Retention Rate

Improved policy retention through automated follow-up

03

Document Collection

100% Statement of Fact collection

Stack

Technical proficiency

Insurance Systems

ActurisSSPOpen GI

Communication

EmailSMSPhone

Document Management

Policy IssuanceStatement of Fact Collection
Guardrails

Training & compliance

  • 01Insurance Regulations: Fully trained on UK insurance industry regulations and compliance.
  • 02Data Security: Secure handling of client insurance and personal data.
  • 03Professional Standards: Adherence to insurance broker best practices.
/02Value model

Model the value of Oscar

A transparent sketch — monthly service plan versus a typical in-house capacity benchmark, adjusted for the volume you expect Oscar to absorb. Adjust the sliders until the story matches your operation.

01

£1,000 / month (Flat Rate)

Predictable monthly plan

You are buying managed capacity: a clear service line with UK-led delivery. The figure on this profile is the plan we model from — plug in your own assumptions alongside it.

02

Payback sketch

When does the model break even?

Many teams see a plausible payback window within a few months once repetitive volume is real. Treat the figure as a conversation starter with finance — not a forecast.

03

UK context

Built for UK compliance

Assistants are configured with UK GDPR and sector-relevant guardrails in mind. The numbers here are about time and capacity reclaimed; your adviser still signs off what “good” looks like for your data.

Value model for Oscar

Standard deployment

1
110
1,000
10010,000
1
15

Net modelled value

£32,800

Indicative only — not financial advice. Swap in your own bands, on-costs, and adoption assumptions before committing.

In-house benchmark (1 role × 1 yr)
£44,800
Service plan (1 × 1 yr)
£12,000

Return vs plan

273.3%

Modelled payback

4.4 mo

Monthly plan

£1,000

Bureau GuaranteeRef. TAB-14D

The 14-Day Performance Probation.

Deploy your managed smart assistant today. If, after 14 days, you do not see a tangible reduction in workload, we will offboard the assistant and refund 100% of your first month's invoice. No tribunals, no questions asked.

Human Oversight Included

Every assistant comes with dedicated account management and human oversight. These aren't faceless bots—they're part of your team, backed by ours.

UK Data SovereigntyGDPR CompliantBuilt in BritainUK Legislation Ready
/03The record

Questions about Oscar

/04The roster

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Oscar - Insurance Renewal Agent | Managed Smart Assistant | The Agent Bureau®