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Stop losing time to renewal tracking, claims follow-ups, and compliance admin. Let AI handle the repetitive work so you can focus on selling and servicing clients.
01
Start with one renewal, quote, or claims follow-up queue that the team can see
Human
Keep approval and exception handling visible while routine follow-up becomes easier to manage
The Problem
Insurance brokers lose hours every week to admin that should be automated. Here is where the time goes.
Renewals slip through the cracks when you are managing hundreds of policies across multiple insurers. One missed renewal can cost you a client and the commission.
Clients call asking for updates. You chase the insurer. Nobody has a clear status. Hours wasted on back-and-forth that should be automated.
New client onboarding means collecting IDs, proof of address, mandates, needs analyses, and policy schedules. Most of it is manual and slow.
FAIS compliance, record of advice, FICA documents. You know what is required but the admin burden of collecting and filing it all is relentless.
Your clients live on WhatsApp. But managing quotes, claims updates, and renewal reminders across dozens of chats is chaotic and untrackable.
The Solution
A complete AI automation layer designed specifically for insurance brokers. Built around WhatsApp because that is where your clients are.
Investment
Start with a once-off assessment or build, then scale into a monthly retainer. No lock-in contracts. Cancel anytime.
Start Here
30-minute call to map your current workflows, identify the biggest time drains, and show you exactly what automation can save you. No obligation.
2-week workflow audit for your brokerage: top automation opportunities with ROI estimates, no commitment to build.
One high-impact automation built and deployed in 2 weeks.
Common starting point
Full automation suite for growing brokerages ready to scale without adding headcount.
Enterprise-grade automation for established brokerages managing large books of business.
FAQ
Yes. We integrate with most broker management systems including iSure, Mobikyte, and others. If your system has an API or export capability, we can connect to it.
Absolutely. All data is processed in compliance with POPIA. Client consent is built into the onboarding flow, and data handling follows best practices for financial services.
Most brokerages are live within 2 to 3 weeks. Week 1 is discovery and integration mapping. Week 2 is build and testing. Week 3 is go-live with your team.
The AI assistant handles routine queries on WhatsApp so your team can focus their phone time on complex cases and relationship building. It augments your team, it does not replace them.
The first step is a free discovery call. We will map one follow-up workflow, define the baseline, and identify the smallest useful Quick Win.