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Insurance

Policy comparison, claims intake, renewal reminders and POSP tools for insurers, brokers and distribution partners.

Insurance

How can technology help an insurance broker or agency?

Technology helps an insurance broker or agency by letting customers compare policies online, automating renewal reminders, digitising claims intake and giving agents and POSPs a mobile tool for leads, quotes and documents. Teams track every policy and claim in one place, renewals are not missed and customers get timely updates without repeated calls.

The Challenge

What slows Insurance businesses down

01

Missed renewals

Renewal dates live in spreadsheets, so reminders go out late or not at all.

02

Confusing policy choices

Customers struggle to compare covers, exclusions and add-ons across insurers.

03

Claims status calls

Customers call repeatedly for claim updates because there is no simple way to check.

FAQ

Questions from Insurance teams

Yes. We build comparison tools that present covers, sum insured options, exclusions and add-ons side by side, using data from insurer APIs where available or a managed product catalogue. An AI assistant can answer questions about policy terms, grounded strictly in the approved policy documents.

Yes. Renewal dates are pulled from your policy records and reminders go out on WhatsApp, SMS and email at agreed intervals, with a payment or renewal link. Agents see upcoming renewals on a dashboard and can follow up personally with customers who have not responded.

Yes. Agent apps typically include lead management, quick quotes, document capture with the phone camera, policy status, commission statements and training material. They work on budget Android phones and keep data secure with login controls and limited local storage.

Last updated November 2026

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