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Broker renewal preparationGet a free sample

For Independent commercial insurance brokers

A client-friendly collection process tailored to one commercial insurance niche.

For independent commercial insurance brokers, turn policy schedules, client updates and renewal checklists into broker-reviewed renewal document pack.

Start a pilotHow it works

The problem

Renewals involve repetitive document collection and missing details.

What you get

Broker-reviewed renewal document pack.

Policy schedules, client updates and renewal checklists in, reviewed results out. People check what the AI drafts before anything reaches you.

Features

Everything the job needs, nothing it doesn't.

01Collect current schedules
02Extract expiry dates
03Request changed exposures
04Identify missing documents
05Compare prior submissions
06Assemble renewal packs

How it works

From your files to approved results.

Client intake portal and staff exception queue.

  1. Choose the request type
  2. Collect declared facts and required documents
  3. Extract relevant fields
  4. Show missing or inconsistent information
  5. Let the submitter correct it
  6. Route the complete package to an authorized reviewer. Start with policy schedules

Free sample

A complete anonymized renewal pack.

Test USD 500-2,000 setup plus USD 150-750 monthly for one form family and a capped submission volume. Quote specialist review and unusual document formats separately. Prices are experimental.

Start a pilot

This is a concept demo. The button goes to Nexibeo, where you can co-create this product.