IND // Industry · Insurance Brokers

AI systems and journeys for personal and commercial insurance brokers.

Quote-to-bind, renewal automation and cross-sell — engineered for the specific rhythm of insurance broking.

Where firms in this vertical hurt

The specific reality of running this business.

Renewals are a churn event

Every renewal is a moment where a bigger, faster incumbent tries to steal the client.

Cross-sell is unstructured

Home clients never hear about motor. Motor clients never hear about travel. The multi-line arithmetic never happens.

Quote fatigue kills margin

The best-quoted client is not always the most profitable one; nobody has a view of the trade-off.

Financial Intelligence — for this vertical

Firm-trained RAG assistants for dealers, compliance, support and operations — grounded in your data.

CFO / COO command centre — deposits, withdrawals, LTV, CAC and cohort P&L in one live view.

MiFID II, ASIC, FCA and CySEC reporting automation, communications surveillance and trade reconstruction.

Document AI, sanctions / PEP screening, source-of-funds analysis and adaptive onboarding by jurisdiction and product.

MT4 / MT5, cTrader, PrimeXM, Centroid, oneZero, CRM, PSP and ledger unification into a single data platform.

AI monitoring for chargeback fraud, bonus abuse, IB collusion and transaction-monitoring for AML across jurisdictions.

Customer Journey CRM — for this vertical

Visual multi-step flow canvas: triggers, splits, delays, A/B, adviser hand-off — the lifecycle journey engine finance has been missing.

30 / 60 / 90-day inactivity re-engagement, drawdown empathy flows, win-back offers and reactivation journeys.

Predictive LTV, churn risk, next-best-action and look-alike modelling driven from your live customer graph.

Email, SMS, WhatsApp, in-app, push and adviser-call task — one orchestration layer across every touchpoint.

Deposit-attributed marketing, campaign-to-mandate tracking and real-time budget reallocation across channels.

Trustpilot orchestration, referral engines and community / Telegram automation for brokerage growth loops.

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