For insurance brokers
More policies.Sameteam.
We build and run AI systems that do the work your office does by hand, so you can grow without hiring.
Put AI to work in your brokerage.
Work we can take off your team, one agreed task at a time.
Manual operations
Retyping policy details into your records
Gathering documents for each renewal
Building quote comparisons by hand
Checking issued policies against agreed terms
Tracking missing documents and writing reminders
Writing client updates from insurer emails
AI-powered operations
Agreed details entered, missing information flagged
Renewal files assembled, ready for review
Quote differences highlighted for your review
Differences flagged beside the source wording
Agreed reminders sent, outstanding items tracked
Draft updates prepared for your approval
Results arrive in your existing tools. Insurance decisions stay with your team.
We map the work.
Then take it on.
A map you can keep
We start with a 30-minute call. If there's a fit, we map where your team's hours go and recommend where to start. The map is free and yours to keep, even if you don't go ahead.
A first job, agreed in writing
Together, we choose one worthwhile task. Your proposal sets out what the system will do, the checks it must pass and the price. We confirm how it can work with your existing tools before building.
An AI system you've seen working
You pay half the setup fee to start. We run the system alongside your current process and check the results with your team. Once the agreed checks pass in your office, the remaining half is due and the monthly fee begins.
A job we keep running
The system checks its work on every run and alerts us if something fails or looks wrong. We investigate and fix system problems. Your team handles insurance questions. Any next task is agreed separately.
A clear place to start.
Your map shows which tasks take up your team’s time and where a system could help.
Allow a few hours with your team for mapping. During the build, we also need a task walkthrough and someone to check the first results with us.
Hours a week spent today. Your map shows your own tasks.
See the work we can take on.
From preparing renewals to matching insurer statements, the right starting point depends on your office. We build and run AI systems for jobs like these, around your existing process.
Preparing renewalsA draft submission and a list of missing information
What the system does
Client updates, current policies and claims histories become a draft submission, with missing information listed.
What your team does
Your team confirms the facts with the client and chooses which insurers to approach.
Example workflow
Draft submission
- Policy information
- Claims history
- Missing details to resolve
Comparing quotesQuote differences, with source documents alongside
What the system does
Quotes become a comparison of premiums, excesses, limits and exclusions, linked to the source documents, plus a draft client summary.
What your team does
Your team reviews the differences and makes the recommendation.
Example workflow
Quote comparison
- Premiums, excesses and limits
- Exclusions side by side
- Links to source wording
Checking and recording policiesMatching details recorded; differences held for review
What the system does
Issued policies are checked against agreed terms. Matching details go into your records; differences are held for review with the source wording alongside.
What your team does
Your team resolves discrepancies with the insurer.
Example workflow
Checked policy record
- Matching details entered
- Differences held for review
- Source wording alongside
Preparing policy changesA draft change request for your team to confirm
What the system does
Client instructions, the current policy and requested effective date become a draft change request, with missing details flagged.
What your team does
Your team confirms the request and discusses any revised terms with the client.
Example workflow
Draft change request
- Requested changes
- Requested effective date
- Missing details flagged
Keeping track of claimsA claim record, outstanding requests and draft updates
What the system does
For offices supporting claims, emails and documents become a claim record, a list of outstanding requests and a draft client update.
What your team does
Your team decides what to chase, escalate or discuss with the client.
Example workflow
Claim record & update
- Documents organised
- Outstanding requests
- Draft client update
Organising property and fleet schedulesA checked schedule, with changes and gaps flagged
What the system does
Spreadsheets and attachments become a property or fleet schedule. Missing details and changes from the previous version are flagged.
What your team does
Your team confirms the schedule before approaching insurers.
Example workflow
Property or fleet schedule
- Details brought together
- Changes highlighted
- Missing information flagged
Matching insurer statementsMatched entries and differences for your team to review
What the system does
Insurer statements are matched against your policy transactions and commission records.
What your team does
Your team receives matched entries, unmatched items and differences in amounts to investigate, with any adjustments left for their approval.
Example workflow
Statement reconciliation
- Matched entries
- Unmatched items
- Amount differences
The practical questions.
How the work runs, what it costs and what your team needs to do.
Who do you work with?
Independent insurance brokers and agencies with about 10 to 100 people, where the team spends hours every week on data entry, chasing and checking. We take over one of those jobs at a time: we build the system that does it and run it for you.
What is the system, exactly?
Software we build and run for your task, using AI to read documents and prepare the work, with agreed rules and checks. It works through access you give it, agreed in writing, and alerts us if anything goes wrong.
What does it cost, and when do we pay?
You get the price after the map. You pay half the setup fee to start and the rest once it’s working in your office. The monthly fee starts then and covers running it, watching it and fixing it.
Will it work with the systems we use?
We check while we map your office. The work arrives in your own system. If we can’t do it without adding work, we’ll tell you.
What do you need from our team?
Nothing new to learn: nobody logs in to anything new. We need a few hours for the map, a walkthrough of the first task, and someone to check its first results with us.
How will we know it’s working?
Before we build, we agree what the task must do and how we’ll check it. It runs alongside your process until the results match. The second half of the setup fee is paid then.
What if something goes wrong?
The system checks its own work on every job and alerts us when something looks wrong. We fix it. Anything unusual about a policy goes to your team, as today.
What if we stop?
It’s month to month, with 30 days’ notice. You keep your data, the record of all its work and written instructions for the job.
What access do you need, and where does our data go?
Only what the task needs. The original documents stay in your own systems; the software works on copies of what the job needs and keeps a record of its work. Before any access, we sign a data processing agreement under GDPR that sets out what it can access, where the data is processed and which AI and hosting providers are involved. Your data is never used to train AI.
Start with a free map
of your office.
It starts with a call of about 30 minutes. If there’s a fit, we map the work with your team.
The map is yours to keep, whether we build or not. If it isn’t worth doing, we’ll tell you.
or email hello@navicade.com