# Agentive Broking

> Agentive Broking is an AI agent for general insurance brokers in Australia. It sends clients fact find and renewal questionnaires and chases missing answers, prepares insurer submissions and side by side quote comparisons for the broker, tracks every renewal date, sends certificates of currency the broker has approved, and keeps claims moving by collecting information and following up insurers. It never gives personal advice, never binds or cancels cover and never decides a claim. The licensed broker decides and signs.

## What the AI agent does
- [An AI agent that handles certificate requests](https://agentiveservices.com.au/services/certificate-of-currency/): A certificate of currency is a short document showing that a policy is in force on a given date, with the insured, the policy type, the limits and the period of cover. Builders, tradies and suppliers need one to start on a site or win a contract, often at short notice. The Agentive Broking AI agent picks up each request, checks the policy is current and the details match, prepares the certificate from the insurer's or your system's record and sends it once the broker approves. Anything unusual, such as a request to note another party's interest, goes to the broker.
- [An AI agent that prepares your insurer submissions](https://agentiveservices.com.au/services/commercial-insurance-quotes/): A commercial business insurance quote starts with a submission: the client's business, turnover, sites, claims history and the cover they need, sent to several insurers. The Agentive Broking AI agent drafts the submission from the fact find in each insurer's format, tracks which insurers have replied, and when quotes come back builds a side by side table of premium, excess, limits and key exclusions. The broker checks the table, forms the advice and recommends the cover.
- [An AI agent that runs your renewal cycle](https://agentiveservices.com.au/services/insurance-renewals/): An insurance renewal is the point each year when a policy is reviewed, the client's details are updated and the cover is renewed or moved to another insurer. Missing a renewal can leave a client uninsured. The Agentive Broking AI agent lists every policy falling due weeks ahead, sends the client a renewal questionnaire, chases unanswered ones, compares the answers with last year and prepares the file and renewal terms for the broker. The broker advises the client and renews, remarkets or changes the cover.
- [An AI agent that keeps claims moving](https://agentiveservices.com.au/services/insurance-claims/): An insurance claim is the client's request for the insurer to pay for a loss under the policy. For a broker, claims mean collecting photos, quotes and statements, lodging them with the insurer and chasing progress for weeks. The Agentive Broking AI agent sends the client a checklist of what the insurer needs, collects the documents, prepares the lodgement for the broker to approve, records each step and follows up the insurer on time. The insurer decides the claim, and the broker advocates for the client.
- [An AI agent that collects the client's risk details](https://agentiveservices.com.au/services/insurance-fact-find/): An insurance fact find is the questionnaire a broker uses to learn about a client's business: what it does, its sites, turnover, staff, assets, claims history and the risks it faces. Incomplete fact finds lead to wrong cover or delays with insurers. The Agentive Broking AI agent sends your fact find to each new client, explains questions in plain words, chases missing answers, collects documents such as asset lists and past schedules, and prepares a complete file for the broker. The broker reviews it and forms the advice.

## Guides
- [AI agent for insurance brokers: a practical guide](https://agentiveservices.com.au/ai-agent-for-insurance-brokers/)
- [Will AI replace insurance brokers?](https://agentiveservices.com.au/will-ai-replace-insurance-brokers/)

## Common questions
- 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.

## Locations
- [AI agent for insurance brokers in Sydney, NSW](https://agentiveservices.com.au/locations/sydney/)
- [AI agent for insurance brokers in Melbourne, VIC](https://agentiveservices.com.au/locations/melbourne/)
- [AI agent for insurance brokers in Brisbane, QLD](https://agentiveservices.com.au/locations/brisbane/)
- [AI agent for insurance brokers in Perth, WA](https://agentiveservices.com.au/locations/perth/)
- [AI agent for insurance brokers in Adelaide, SA](https://agentiveservices.com.au/locations/adelaide/)

## Contact
- Book a demo: https://agentiveservices.com.au/book/
- Email: hello@agentiveservices.com.au