An AI agent that runs your renewal cycle.
Every renewal started early and chased on time.
In short
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.
Sound familiar?
- Questionnaires chased in the last week
- Changes in the client's business missed
- Renewals that lapse by accident
How your AI agent does it
List
Every policy falling due.
Send
The renewal questionnaire to each client.
Chase
Missing answers, politely and on time.
Prepare
The renewal file for the broker.
What changes for your brokerage
- No accidental lapses
- Changes picked up before renewal
- Calmer renewal months
- More time to remarket
Questions
Can an AI agent manage insurance renewals?
It runs the admin: lists, questionnaires, chasing and file preparation. The broker advises and renews the cover.
Does it renew policies automatically?
No. Renewing, changing or cancelling cover always needs the broker and the client's instruction.
What if a client's business has changed?
It highlights the changes against last year's answers so the broker can discuss them with the client.
More work your AI agent does
An AI agent that handles certificate requests.
Certificate requests answered the same day.
An AI agent that prepares your insurer submissions.
Submissions drafted once, quotes compared side by side.
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.
