An AI agent that handles certificate requests.
Certificate requests answered the same day.
In short
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.
Sound familiar?
- Clients stuck waiting to start on site
- Requests buried in a shared inbox
- Certificates sent for lapsed policies
How your AI agent does it
Pick up
The request from email or phone notes.
Check
The policy is current and details match.
Prepare
The certificate from the policy record.
Send
Once the broker approves.
What changes for your brokerage
- Clients on site sooner
- No certificates for lapsed cover
- A record of every certificate
- Less inbox time for brokers
Questions
Can an AI agent issue a certificate of currency?
It prepares the certificate from the policy record and sends it once the broker approves. The broker stays responsible for what is issued.
What if the policy has lapsed?
It does not send anything. It tells the broker so they can speak to the client.
Can it note an interested party?
No. Changes to a policy go to the broker and insurer. The agent only flags the request.
More work your AI agent does
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.
