AI for Legal & Finance
AI for Insurance Brokers
Quote requests, renewal chases, claims notification, and broker statement reconciliation absorb the hours that should go to placement and client relationships. Klevere builds custom AI agents that handle the operational layer of commercial and specialty broking so your team focuses on placement.
Where insurance brokers
lose time and money
Inbound quote requests pile up
Commercial enquiries arrive through your website, referrers, and existing clients. Each one needs information capture, risk understanding, and market submission. The first broker to send a quote usually wins, but quote volume scales linearly with broker hours.
Renewal admin overwhelms the back end
Renewals run 90 days before inception. Information gathering, MI provision, insurer remarketing, and client communication for several hundred renewals per quarter eats your account handlers alive. Renewal retention drifts because the team is too stretched to be proactive.
Claims notification and tracking
FNOL, ongoing claim updates, insurer chasing, and client reassurance all happen across email, phone, and post. Clients in a claim event are stressed; an inconsistent experience there damages renewal retention badly.
Insurer statement and commission reconciliation
Bordereaux, statements, and commission settlements arrive in different formats from different insurers. Reconciling them against placed business and chasing missing commission is finance work that nobody enjoys and that costs revenue when done poorly.
How Klevere AI
transforms your business
AI intake and market submission
Inbound enquiries get qualified, missing information requested, structured market presentations drafted, and the right insurers approached automatically. Brokers see a packaged submission ready to refine instead of a blank slate.
Renewal automation 90 days out
AI runs the renewal cycle on a schedule: MI request, claims experience pull, insurer remarketing brief, client communication, and quote comparison. Account handlers focus on the difficult renewals and the strategic conversations, not the standard 80%.
Claims communication agent
FNOL gets captured, insurer notification produced in the correct format, and the client kept updated through the life of the claim. Claims handlers see a dashboard of cases by status, not a dozen inboxes.
Bordereau and commission reconciliation
AI reads insurer statements in any format, matches them against placed business, flags missing commission, and prepares the chase. Finance time on commission reconciliation drops from days to hours per month.
Compliance and IDD pack generation
TOBAs, IPID generation, demands and needs statements, and IDD-compliant disclosures get drafted from your existing data and standard wordings. Compliance officers review exceptions instead of every transaction.
How we get you set up.
In 4 simple steps.
What insurance brokers see
after 90 days
Renewal retention used to be a number we crossed our fingers on each quarter. AI now runs the renewal cycle 90 days out for every account and our retention is up eight points year on year. The team finally has time to actually broker.
Common questions
from insurance brokers
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