An AI agent for the admin behind broking.
Renewals, submissions, quote tables, certificates and claims handled. You give the advice.
What is an AI agent for insurance brokers?
An AI agent is a digital account support assistant, not a chatbot. Give it a job, like starting next month's renewals or preparing a submission for a new client, and it does that job inside your email and broking software. When something needs a broker, such as a change in cover or a tricky claim, it hands it to you.
Read the full guide to AI agents for insurance-brokers · Will AI replace insurance brokers?
What your AI agent takes off your brokers
The admin between you and your clients.
An AI agent that handles certificate requests.
Certificate requests answered the same day.
An AI agent that prepares your insurer submissions.
Submissions drafted once, quotes compared side by side.
An AI agent that runs your renewal cycle.
Every renewal started early and chased on time.
An AI agent that keeps claims moving.
Claim information collected and insurers chased.
An AI agent that collects the client's risk details.
New client details collected completely.
Software waits. An AI agent works.
Broking software stores the clients, policies and dates your team types in. Your AI agent does the work around them: it sends the renewal questionnaire, drafts the submission, builds the quote table, sends the certificate and chases the insurer on the claim, then gives your brokers a short list to approve.
- Uses only what clients and insurers provided
- Never gives personal advice
- Never binds or cancels cover
- Logs every action
How your AI agent starts work
Working with your brokerage within two to three weeks.
Connect
Email, documents and broking software.
Teach
Your questionnaires, templates and insurers.
Work
Renewals, submissions and claims each day.
Approve
Brokers advise, decide and sign.
How much admin time could your AI agent save?
0 hours a year back for advice and clients
An estimate based on your inputs, assuming the AI agent handles about 40 percent of the admin and brokers still advise, decide and sign. Book a demo for a figure based on your brokerage.
Book a demo
No more renewal season nights.
Most brokers spend the weeks before a busy renewal month chasing questionnaires and retyping submissions. Your AI agent starts each renewal early, chases the missing answers and drafts the submission, so brokers spend their time on advice and negotiation. Every action is logged, and nothing reaches a client or insurer without a broker.
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Set up online for insurance brokers anywhere in Australia.
Questions about AI agents for insurance-brokers
What is an AI agent for insurance brokers?
An AI agent is a digital account support assistant for a general broking business. It runs renewals, drafts submissions and quote tables, sends approved certificates and follows up claims, with brokers deciding everything.
How is it different from broking software?
Broking software is where clients, policies and dates live. An AI agent does the admin work inside it and hands your brokers drafts to check and approve.
Who is Agentive Broking for?
Australian general insurance brokers, from sole brokers and authorised representatives to brokerages with a team of account managers.
Does it give advice or bind cover?
No. Advice, binding, changes to cover and anything sent to a client or insurer stay with your brokers.
Does it decide claims?
No. The insurer decides claims. The agent collects information, lodges what the broker approves and follows up.
Is client information safe?
It works only in the systems you connect, logs every action and handles personal information under the Australian Privacy Principles.
How much does it cost?
A fixed monthly fee based on brokers and policies. Book a demo for a quote.