AI Automation · Insurance
AI Automation for Insurance
Deploy AI assistants trained on your own documents, SOPs, and pricing — answering staff questions and reducing manual knowledge work.
Why insurance businesses choose this
AI Automation built for insurance
Insurance brokerages and agencies lose revenue when renewal reminders go out late, claims intake is manually triaged, and compliance documentation is scattered across shared drives. During busy periods, new claims queue up while staff categorise and assign them by hand, delaying resolution and frustrating policyholders. Automating claims routing, renewal sequences, and AFSL compliance tracking on Microsoft 365 improves both broker productivity and client retention.
Increase policy renewal rates by 15-20% with automated reminder sequences
Cut claims intake and assignment time from hours to minutes with auto-triage
Maintain audit-ready AFSL compliance files with automated document collection
How it works
What we actually build and deliver
We index your existing documents — SOPs, pricing files, policies, email templates — into a secure knowledge base inside your Microsoft 365 tenant. Then we deploy an AI assistant (via Teams, SharePoint, or a custom interface) that your team can ask questions in plain English. The assistant reads your documents, finds the relevant answer, and cites the source. No data leaves your environment. We handle the prompt engineering, testing, and deployment. Your team gets a working tool, not a prototype.
The problem
What is slowing insurance businesses down
Claims intake and routing still partly manual
New claims arrive by email, phone, and online form. Someone has to read them, categorise them, and assign them — a slow, error-prone process during busy periods.
Renewal follow-up happening too late or not at all
Policy renewal reminders sent from a spreadsheet mean some clients lapse without realising, and brokers lose renewal income silently.
Broker compliance documentation is manual and fragmented
File notes, disclosure documents, and needs analysis forms are saved inconsistently across shared drives. Audit readiness requires hours of manual assembly.
What we build
AI Automation use cases for insurance
Policy terms Q&A assistant for brokers and client-facing staff
Claims summary drafting from adjuster notes
Client needs analysis and recommendation document drafting
FAQ
Common questions
What documents can the AI read?
PDFs, Word documents, Excel files, SharePoint pages, and email templates. We can also connect to data in Lists or CRM systems via API.
How accurate are the answers?
The AI cites sources for every answer, so your team can verify. We tune the prompts during setup to minimise hallucination and test against real scenarios before launch.
Can we control what the AI can and cannot answer?
Yes. We configure topic boundaries and response guardrails during setup. You can update these at any time via an admin panel.
Can this connect to our policy management or broking system (WinBEAT, Insight, Applied)?
Power Automate connects via API, email triggers, or CSV exports depending on your system. We confirm compatibility during scoping.
Can automation help with AFSL compliance documentation?
Yes. Power Apps can capture, version, and store all required compliance documents, with automated alerts when documents are due for review.
Is this suitable for a mid-size brokerage of 10–30 staff?
Yes. We deliver focused projects for brokerages this size and scope only what delivers clear ROI.
Explore more
Related solutions
Other services for insurance
AI Automation in other industries
Automation guides for insurance
Ready to automate your insurance business?
We will scope the work, provide a fixed price, and you decide. No obligation.