Insurance Suite
The Insurance Suite
The 15-Person Agency in a Box.
Insurance brokers juggle dozens of carriers, hundreds of clients, and thousands of policy documents. BrokerFlow AI automates the administrative overhead so you can focus on relationships.
BrokerFlow AI
Coming SoonRun a 15-person agency with a 3-person team.
AI agent that helps insurance brokers manage client policies, streamline renewals, handle claims, and identify coverage gaps — turning administrative overhead into automated workflows.
Broker reviews and approves all client communications, renewal recommendations, and claims filings.
Who It's Built For
Commercial Brokerage — 400 Policies
BrokerFlow AI surfaces 23 renewals due in 30 days, pulls comparative quotes, and drafts renewal recommendation letters — work that previously consumed 2 full days per week.
Property Damage Claim
Client reports a claim. BrokerFlow AI collects incident details, identifies required documentation, files with the carrier, and sends the client a plain-language status update — all within the hour.
Built for Regulated Insurance Work
BrokerFlow AI assists — it does not replace broker judgment. All client communications, renewal recommendations, and claims filings are reviewed and approved by the broker before reaching clients or carriers.
Insurance Regulation Aware
Assess Your Agency's AI Readiness
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