Where brokers lose time, and how we give it back.
Enquiries waiting on missing details, submissions built from scattered attachments, renewals tracked in someone's inbox. We redesign this work so your team spends less time on admin and more with clients.
Every insurance document, ready to work.
Schedules, proposals, claims evidence and emails: the documents teams spend hours reading and retyping. We build the systems that read the source material, return structured fields, flag what is missing and route each item to the right person or team.
Illustrative demo. Identifying details anonymised.
Where the hours quietly disappear.
The everyday tasks where a broker’s time gets lost.
“Nobody joined a broker team to re-key policy schedules. It's just where the time goes.”Operations lead, UK commercial broker
The workflows where time is lost.
Enquiry handling
Capture and structure incoming enquiries the moment they arrive.
Submission preparation
Cut re-keying and organise information ready for placement.
Renewals & follow-up
Keep renewals and client communications moving on time.
Operational automation
Connect workflows across systems and teams without ripping anything out.
We don't replace your core systems.
We build workflows around the platforms you already run, so information is captured, structured and routed, and cases arrive ready to work.
The same workflows can face your clients directly. BEEP-ai, a Labs prototype, shows the kind of quote-and-buy journey we could build for your customers, so digital distribution becomes part of how you trade, not a separate project.