AI-First Insurance Brokerage OS
Overview
Runs an insurance brokerage in one system — clients and opportunities, insurer quotations, policies and renewals, claims, billing and commission, compliance and reporting — with portals for customers and insurance partners.
What it does
- 01
Clients and opportunities
Enquiries, clients and sales opportunities in one register.
- 02
Quotation comparison
Quotations requested from insurers and compared side by side.
- 03
Policy lifecycle
Policies, endorsements and renewals maintained.
- 04
Claims
Followed from first notice through to settlement.
- 05
Billing and commission
Premiums billed, payments recorded, commission tracked.
- 06
Compliance
Compliance tasks, regulatory filings and complaints on record.
What makes it different
Every important decision approved by a person
AI assists across quotations, policies and claims, but binding steps stay with an authorised person and are recorded as such.
Product screens
Captured from the AI-First Insurance Brokerage OS product brochure and shown at their original size.
How AI-First Insurance Brokerage OS fits together.
- Who uses it
- Brokerage StaffClients, quotations, policies and claims.
- CustomersSecure online access to their own cover.
- Insurance PartnersA controlled partner view.
The team behind it
AI-First Insurance Brokerage OS is built and run by Adventa, using the same engineering we bring to client work.
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