Insurance brokers spend hours on repetitive operational work: classifying incoming claims, drafting renewal reminders, coordinating underwriter correspondence, and flagging missing policy endorsements. Rebotify builds a named AI employee that handles intake triage, drafts renewal outreach and cover notes, monitors underwriter communications for action items, and summarises policy histories — all routed for licensed-broker sign-off before any client-facing work leaves the brokerage.
Mia is our AI employee. Email her — she’ll book your 15-minute call. That’s the demo.
In production
Three jobs the AI employee runs from week one, drafted for review before send.
EXAMPLE · 01
Dozens of new emails arrive after a hail storm. The employee classifies them by policy type, extracts claimant contact and incident details, and flags urgent injury claims. Spreadsheet updates automatically. The broker sees a ranked list, not a raw inbox.
EXAMPLE · 02
A batch of policies renews next month. The employee generates personalised renewal reminders at the 60, 30, and 14 day marks. The broker reviews each batch for accuracy and tone before approving the send.
EXAMPLE · 03
A new commercial liability policy arrives as a PDF. The employee extracts coverage limits, exclusions, endorsements, and underwriter conditions, then summarises in a one-page checklist. The broker cross-checks the client brief for cover gaps before client delivery.
48-hour build
The AI employee reads incoming claims emails, extracts claimant, policy number, incident type, and urgency signals. It classifies by underwriter and severity, and routes high-urgency claims to the broker immediately.
At 60, 30, and 14 days before policy anniversary, the employee prepares a personalised renewal reminder email with client name, policy number, renewal date, and any missing info needed. Broker reviews tone, client details, and compliance before sending.
When a new policy is placed or renewed, the employee drafts the cover note in a formal but warm tone, summarising cover, exclusions, and next steps. Broker sign-off required before client delivery.
The employee watches underwriter emails for action items, conditions, or follow-up requests. Flags these with a broker summary so nothing slips through competing inbox traffic.
Human control
Any email touching suitability, product recommendation, or cover assessment requires explicit licensed-broker sign-off. The employee drafts general text; the broker adds personal judgment before send.
Claims triage includes the original email excerpt and any policy history used. Renewal drafts link to the policy record and client contact. Policy doc summaries cite the specific endorsement or underwriter condition.
Claims, renewals, underwriter messages, and cover notes route through separate approval queues so senior brokers focus on risk and suitability while support staff handle tone and completeness.
Choose another workflow if
Good first week looks like
AI for insurance works when it handles the preparation and routing work, not personal advice. The AI employee triages incoming claims by severity, gathers client context, drafts renewal reminders at 60, 30, and 14 days out, prepares cover-note language, monitors underwriter messages for follow-ups, and summarises policy docs for missing items. All broker-facing actions pause for licensed-broker review and sign-off.
AI for insurance is best for Australian insurance brokerage owners, claims managers, and mid-market underwriter teams with a repeated workflow, a clear human owner, and enough examples to teach the AI employee what good work looks like.
Rebotify maps the workflow, writes the first operating playbook, connects the minimum tools, and puts useful drafts, checks, or summaries into a human approval queue.
Yes. Rebotify normally starts with human approval for customer-facing, financial, legal, or policy-sensitive actions. The AI employee prepares the work and escalates uncertainty.
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Mia is our AI employee. Email her — she’ll book your 15-minute call. That’s the demo.