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Industries · Insurance · Brokers
Data & AI for insurance brokers
Better submissions, sharper placement and renewals prepared before the client asks — with AI agents that do the gathering, account teams who keep the judgment, and every step auditable inside your own environment.
What brokers tell us
Where the hours go
Broking is a judgment business. Most of the day still goes to gathering, rekeying and chasing.
Submission quality
ACORD forms, SOVs, loss runs and emails arrive in every format, and the account team rekeys them before a market ever sees the risk.
Placement
Matching each risk to the markets with appetite and capacity depends on who remembers which underwriter wrote what last year.
Renewals
Renewal preparation starts weeks too late, with exposure updates, loss history and market feedback collected by hand.
Client & insured intelligence
Ownership changes, financial distress and new exposures happen between renewals and are discovered at them.
Data across many systems
Agency management, CRM, document stores, email and spreadsheets each hold part of the client, and none of them agree.
Claims advocacy
Tracking open claims against carrier responses and chasing the next step takes time account teams don’t have.
How we help
Each problem, mapped to a solution
Products where they exist, and Insurance POD builds on your data where the workflow is specific to your firm.
| Where it helps | What changes | Product |
|---|---|---|
| Submission intake | ACORD forms, SOVs, loss runs and broker emails become validated, structured submission data, with low-confidence fields routed to a person. | InsightXtract |
| Insured intelligence | Signals between renewals: financial distress, ownership and hierarchy changes, coverage gaps against peers. | InsightPulse Insurance 360 |
| Renewal preparation | An agent assembles the renewal pack: exposure changes, loss summary, prior terms and open questions, ready for the account executive to review. | InsightXtract + InsightPulse, built with an Insurance POD |
| Placement support | Match each risk to markets using your appetite guides, placement history and carrier feedback, and explain every suggestion. | Insurance POD build on your data |
| Account-team copilot | Answers from wordings, guidelines, prior submissions and correspondence, with sources cited and permissions respected. | InsightAsk |
| Client data & reporting | Governed client, policy and premium data served as dashboards and APIs to producers, analytics and client portals. | InsightCompose |
| Claims advocacy | Track open claims against carrier responses, surface what is overdue and draft the follow-up for the claims advocate. | Insurance POD build |
| Governance | Every agent action, source and decision recorded, so E&O and compliance questions have a reconstructable answer. | InsightLense |
Example
A renewal, end to end
How an agent-assisted renewal works, from the first signal to the approved pack.
120 days outInsured intelligence flags a change: new location, ownership change, or a financial signal.
GatherThe agent pulls the latest SOV and loss runs, extracts and validates them, and compares them with last year.
PrepareIt drafts the renewal pack: exposure changes, loss summary, prior terms, open questions, market notes.
DecideThe account executive reviews, edits and approves. Nothing goes to a client or market without a person.
RecordEvery source, draft and approval is kept, for the client file and for E&O.
The same pattern runs for new business submissions and claims follow-ups: agents gather and prepare, people decide.
Products
Built for broker workflows
Three products account teams can use from week one.
Submission data
InsightXtract
From ACORD, loss runs and broker emails to clean, validated data.
- Classifies, extracts and validates, not just OCR
- Review only the exceptions
- Corrections tune the agents over time
Insured intelligence
InsightPulse
360 intelligence on insureds, companies and brokers.
- Signals that change a renewal conversation
- Broker hierarchy that follows acquisitions
- Every signal cited with its source
Account-team copilot
InsightAsk
AI search across the places client knowledge lives.
- Email, SharePoint, wikis, tickets and databases
- Deployed in your infrastructure
- Answers cite their sources
Carriers and brokers
Where both sides of the placement meet
We build for carriers too, so we design submissions that are easy to quote.
Broker side
Submissions that are complete the first time
Structured, validated submission data with the documents attached, so markets can quote without a round of follow-up questions.
Carrier side
InsightUW reads them on arrival
Carriers using InsightUW turn broker emails and ACORD forms into a submission and run clearance and appetite checks automatically.
Both
One standard in between
ACORD-aligned data and shared entity identifiers mean less rekeying on both sides of the placement.
How to start
Three steps, measured at each one
No platform migration required to begin.
1 · Two-week assessment
We map one workflow (submissions, renewals or claims advocacy), the systems it touches and the data quality, and size the opportunity.
2 · Pilot on one practice
A working pilot on one specialty practice or region, in your environment, with the account team using it and the results measured.
3 · Scale
Roll out across practices and regions, connect more systems, and hand over operations or keep us running it.
Series
AI for Insurance Brokers
A seven-part series for account teams and placement leaders. New parts are added as they publish.
Reading
More for brokers
Product write-ups from InsightXtract, InsightPulse and the rest of the suite.