AI agents for insurance brokers
Renewals prepared early, with quotes side by side.
Renewals need fresh data from the client and quotes from several insurers, usually in the last week. A fully guarded and controlled AI agent tracks the policies that are about to expire, requests the missing data early and puts the quotes received side by side. The broker recommends, and the client decides.
Citește în română →The routine work that moves to the AI agent.
No policy forgotten
Tracks policies expiring in the next 30–60 days and starts preparation early.
The request, sent on time
Drafts the message to the client with the data and documents missing for the renewal.
Quotes side by side
Puts the quotes from insurers into a comparison table: premiums, cover, exclusions, excesses.
Everything in one place
Keeps each client’s policies, documents and history up to date.
What it looks like in practice
A fleet policy expires in three weeks. Without an assistant, the broker asks for the data five days before, and the quotes arrive at the last minute. With an AI agent, the client gets the data request a month ahead, and the broker has the quote comparison ready a week before expiry.
Step by step
| Step | Who does it today | What the AI agent takes over | What stays with people |
|---|---|---|---|
| Policy expiring | The broker, from memory or a spreadsheet | An alert 30–60 days ahead | — |
| Client data | Requested at the last minute | The request drafted early | Approving the message |
| Quotes | Copied by hand into a table | The comparison prepared | The recommendation to the client |
| Issuing the policy | The broker | — | The client’s decision and issuing |
Frequently asked questions
Does the AI agent make insurance recommendations?
No. Recommendation and advice stay with the broker, in line with insurance distribution rules.
Does it access insurers’ portals?
Only if you give it access, and only for the agreed tasks. Otherwise it works with the quotes you receive by email.
What does “fully guarded and controlled AI agent” mean?
The agent works only in the accounts and programs you give it access to, and only on the tasks agreed together. Every action is visible, and anything that leaves the company is approved by a person first.
How do we start?
We pick one workflow together, set it up in about a month and measure before and after, on your company’s own data. The first 30-minute call is free.
Solutions for other industries.
How many days before expiry do you start preparing a renewal?
KYA Audit sets up fully guarded and controlled AI agents in the programs your company already uses. People keep every decision and every approval.
