Insurance renewal prep
Get one renewal file unstuck by triaging the inbox, chasing missing documents, summarizing policy changes, and preparing the broker review queue.
Send the renewal file. Mia maps the first inbox-triage, client-chase, and broker-review loop.
See pricingInsurance renewal work is a relay race across inboxes, AMS notes, carrier portals, client replies, and policy documents. The bottleneck is not just comparison. It is the chase: missing documents, premium changes, stale client replies, and audit notes that have to be ready before the renewal date.
- Renewal emails, expiring policy documents, client replies, and broker notes
- Coverage comparison rules, premium-change thresholds, and remarketing criteria
- Compliance notes, escalation paths, and approval thresholds
- Renewal file summary with missing items, premium-change flags, and policy deltas
- Client chase drafts and carrier follow-up drafts
- Broker review pack with audit-ready notes and source links
The employee runs inside the systems you already use. Common ones for this workflow:
If your stack is different, it almost certainly connects too. See the directory →
“Renewal date is 12 days away. The AI employee flags a 22% premium increase, missing payroll declaration, and two policy deltas before the broker calls the client.”
Other workflows on the same track.
Contract review
Read incoming contracts, flag deviations against precedent, summarize the delta. Counsel reviews the diff, not the document.
See the workflowBACK-OFFICEMortgage broker AI assistant
An AI assistant for Australian mortgage brokers that handles document collection, borrower chases, file prep, and loan-processing admin inside your broker software.
See the workflowBACK-OFFICEAccounting close prep
Get the books BAS-ready by chasing missing client documents, clearing bank-rec exceptions, and preparing the close pack for review.
See the workflowBACK-OFFICELegal matter intake
Get one matter moving by collecting facts, chasing missing documents, preparing conflict-check context, and drafting client updates.
See the workflowBACK-OFFICEClaims processing
Triage incoming claims, cross-check policy coverage, prepare the first response. Adjusters approve the decision.
See the workflowBACK-OFFICEOnboarding
Every new hire, customer, or account gets the same complete welcome — forms filled, signatures chased, access provisioned.
See the workflowBACK-OFFICEApprovals
Route every approval request to the right person with the context attached. Chase what stalls past your SLA.
See the workflowBACK-OFFICETicket triage
Categorize incoming tickets, draft replies for the common ones, escalate the edge cases. The frontline stops drowning.
See the workflowOne workflow. Insurance renewal prep. Live in 48 hours.
Send the renewal file. Mia maps the first inbox-triage, client-chase, and broker-review loop.