InsurAI is an orchestration platform designed to help you run a smarter brokerage
Give your brokers an AI assistant that reads every policy—instant answers, fewer tabs, and better advice for your clients.
- Broker systems interface
- Insurance-augmented AI intelligence
- Precise data extraction from documents
Built for brokers, by a broker
InsurAI puts insurance-augmented AI right inside your workflow—so brokers spend less time digging through policies and more time advising clients.
Insurance-augmented intelligence
Models augmented specifically for broker workflows—from policy insights to coverage questions.
Human in the loop
You stay in control. InsurAI surfaces the answer and its source—you make the call.
Built for broker workflows
Ask in plain language and get answers across complex and large policy documents—no portal hopping.
InsurAI integrates insurance-augmented AI with your current workflow
Our platform helps teams scour approved insurance material, compare product information, prepare submissions, and move through quote and renewal workflows with more confidence.
Policy wordings, underwriting notes, product guides, brokerage knowledge
AI assistants that retrieve, structure, compare, summarise, and prepare information
Broker review, source visibility, workflow checkpoints, and human approval
Products
Conversational AI policy intelligence today—and an orchestration agent on the way.
PolicyAI
A conversational assistant that helps brokers extract and work with policy information instantly—fewer tabs, faster answers, better advice. Ask questions across complex and large policy documents and get instant insights.
InsurAI Agent
The orchestration layer for your brokerage. The Agent ties policy intelligence, your firm’s rules, and your data into one assistant that acts across the entire broking—quoting, renewals, endorsements and more.
We’re looking for brokerages to partner with us on an early-access pilot. You get a first-mover advantage and a real say in how it’s built; we get real-world feedback to shape it. A genuine win for your firm and for us.
- Early access to the orchestration technology
- Shaped around your firm’s own rules and data
- Partner pricing while we build it together
Why brokers choose InsurAI
Streamline compliance workflows
Automate consent requests, track completions, and maintain clear audit trails—all without the manual chase.
Learn more about Compliance →
Built for insurance workflows, not generic chat
Insurance work isn’t just answering questions. Brokers interpret client requests, check policy wording, follow insurer rules, spot missing information, compare options, and complete actions accurately. InsurAI is built around a structured insurance decision engine—not a generic document chatbot. The rules and knowledge steps are configured to each brokerage, so every firm gets an assistant moulded as per its requirement. Every broker request passes through our insurance workflow algorithm:
InsurAI first identifies the broker's task — get a quote, process a renewal, request an endorsement, compare policy options, check a condition, or find missing underwriting information — before trying to answer.
Configured per firm. InsurAI applies your brokerage's own logic — your insurer panel, product set, mandatory underwriting questions, referral triggers, and compliance requirements — built to function as per your brokerage's requirement, not forced to use a generic template.
InsurAI searches your trusted material — your policy wordings, insurer guides, product rules, and underwriting criteria — instead of guessing. Your rules and knowledge become an advantage no competitor can copy.
It combines the request, the applicable rules, and the retrieved information to work out the next best step: explain a condition, compare options, highlight gaps, prepare a summary, or flag items for human review.
Where appropriate, InsurAI helps with the next action — quote information, renewal notes, endorsement details, client summaries, or system-ready outputs — always keeping broker judgement in the loop.
Why this matters
Generic AI tools can read documents and produce answers. InsurAI is designed to understand insurance workflows, not just generating a response. That’s what makes it different.
Insurance domain logic
Purpose-built rules for how broking actually works.
Structured workflow rules
Each request follows the right steps, in the right order.
Retrieval from trusted sources
Answers grounded in policy wordings and insurer material.
AI reasoning
Works out next best step, not just a reply.
Human review where needed
Flags items for a broker to confirm before acting.
Action-ready outputs
Quote info, renewal notes, and summaries ready to use.
Designed around real broking workflows
InsurAI supports the day-to-day work brokers already do — faster, and with the source in view.
Policy research
Find and interpret wording across long documents in plain language.
Renewal preparation
Pull the context and prior terms together ahead of each renewal.
Insurer comparison
Compare product information side by side from approved material.
Underwriting question support
Draft well-formed questions grounded in the relevant policy.
Quote workflow assistance
Prepare submissions and move through quoting with more confidence.
Internal knowledge support
Surface your brokerage's own knowledge when your team needs it.
Give every broker an AI policy expert
See how PolicyAI answers complex policy questions in seconds.
Talk to us
Tell us what you're trying to automate and we'll show you the fastest path.
Proudly building from Hobart, Tasmania
