Owner
Broker, CSR, account manager, or brokerage principal responsible for renewals, advice quality, and client retention.
Back-office
Insurance renewal prep
Renewals get risky when documents, premium changes, and policy deltas are scattered.
Mia prepares the renewal pack so the broker reviews the advice, not the inbox.
FIRST FIXGet one renewal file unstuckSee pricing
Send the renewal file.
Mia maps the first inbox-triage, client-chase, and broker-review loop.
TYPICAL TOOLS
The employee runs inside the systems you already use.
The point is less manual work, not another app to manage.
If your stack is different, it almost certainly connects too. See the directory →
WORKDAY PRESSURE
Start where someone is already getting chased.
Insurance brokerages and account-service teams managing commercial renewal books.
Workday sentence
Which renewals are at risk, what changed, and what do I need before the renewal date?
Where it gets stuck
Renewal work lives across carrier emails, AMS notes, policy documents, client replies, and audit requirements.
What cannot go wrong
A renewal is missed, premium shock is not explained, or an advice trail is thin when the client questions the recommendation.
What stays human
They protect advice, relationship trust, and compliance notes.
They do not want AI recommending coverage.
First useful version
A renewal pack with missing items, policy deltas, premium flags, client chases, and broker-ready review notes.
WORK + APPROVAL
What changes when this work gets handled.
Mia is useful only if this work gets cheaper, faster, cleaner, or easier to trust.
She handles prep, drafts, chases, and handoffs.
Your team keeps the decision.
Work to clear
What your team gets back
Renewal file summary with missing items, premium-change flags, and policy deltas
Impact
Why it matters
Less review time, fewer missed items, cleaner files, and less expensive admin around work that still needs expert approval.
Current cost
What it costs now
Renewal emails, expiring policy documents, client replies, and broker notes
Human approval
Where people stay in charge
Brokers or CSRs approve client communication, coverage recommendations, remarketing decisions, and any regulated advice.
WHY THIS RESULT MATTERS
Insurance 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.
CURRENT COST
- 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
RESULT DELIVERED
- 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
PROOF MOMENT
“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.”
MORE IN BACK-OFFICE
Other results on the same track.
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Contract review
Read incoming contracts, flag deviations against precedent, summarize the delta.
Counsel reviews the diff, not the document.
Mortgage 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.
Accounting close prep
Get the books BAS-ready by chasing missing client documents, clearing bank-rec exceptions, and preparing the close pack for review.
Legal matter intake
Get one matter moving by collecting facts, chasing missing documents, preparing conflict-check context, and drafting client updates.
Claims processing
Triage incoming claims, cross-check policy coverage, prepare the first response.
Adjusters approve the decision.
Onboarding
Every new hire, customer, or account gets the same complete welcome — forms filled, signatures chased, access provisioned.
Approvals
Route every approval request to the right person with the context attached.
Chase what stalls past your SLA.
Ticket triage
Categorize incoming tickets, draft replies for the common ones, escalate the edge cases.
The frontline stops drowning.
Work scorecard
Before you hire for it, send us the stuck work.
Mia checks the cost, risk, approval line, and whether an AI employee can clear the first version.
If this is cheaper or safer with a person, the scorecard says that.
WORK + APPROVAL SCORECARD
A short check for cost, speed, quality, risk, and the first safe version.
Work
What keeps piling up?
Replies, reports, checks, handoffs, document chases, approvals, or follow-up that keeps coming back.
Cost
What does it cost now?
Staff time, manager attention, customer wait time, rework, missed follow-ups, or lost revenue.
Quality
What would make it useful?
Better drafts, faster turnaround, fewer errors, cleaner handoffs, and less chasing from managers.
Control
What still needs human approval?
Customer promises, pricing, refunds, legal language, financial decisions, or anything that can damage trust.
Output: work to clear, current cost, approval line, pricing shape, and the smallest useful test.
HIRE YOUR FIRST
One stuck task. Insurance renewal prep. First proof in 48 hours.
Get one renewal file unstuck
Send the renewal file.
Mia maps the first inbox-triage, client-chase, and broker-review loop.