01
Automated Websites & Funnels
A site that fact-finds
- Product pages per line of cover
- Guided fact-find forms
- Indicative premium calculators
- Document upload for schedules
AI automation for commercial insurance brokers
Quote faster, renew earlier, and keep the book.
Fact-find automation, quote routing, staged renewal sequences, and book reporting — built for commercial brokers.
<5 min
Quote turnaround
+22%
Retention
−60%
Renewal admin
Typical results across commercial insurance brokers we've automated. Your numbers come from your audit.
✦Sound familiar?
What's quietly costing your brokerage every week
Lost01
Quote requests sit overnight
The buyer places elsewhere before anyone calls back.
Slow02
Fact-finds are incomplete
Advisers chase missing information for days.
Churn03
Renewals chased too late
Nobody starts until the week before expiry.
Risk04
Compliance evidence gathered at audit
Demands and needs records assembled after the fact.
✦The fix
One connected system that runs the repetitive work for you
Not another tool your team has to check. The website, the phones, the messages, the reminders, and the follow-up all work together — built for commercial insurance brokers, monitored by us, owned by you.
1
Instant quote acknowledgement
Every enquiry answered and routed to the right adviser immediately.
2
Fact-finds completed automatically
Missing information chased until the file is ready to market.
3
Renewals from 60 days out
Staged sequences with re-broke triggers and document collection.
4
Compliance captured continuously
Demands and needs recorded as the conversation happens.
✦Everything we automate
Everything we automate for a brokerage like yours
Six connected systems, each built with the specifics for commercial insurance brokers.
02
Lead Capture & Instant Follow-up
Quotes answered in minutes
- Instant acknowledgement
- Missing-information chasing
- Routing by line, value, and territory
- Source attribution per policy
03
AI Voice & Chat Agents
Calls answered by cover type
- Quote and renewal call handling
- Cover confirmation
- Mid-term adjustment capture
- Escalation for advice
04
Workflow & Back-office Automation
Renewals and MTAs automated
- 60/30/14-day renewal sequences
- Re-broke triggers on rate movement
- Proof-of-no-claims collection
- Lapse and non-payment alerts
05
AI Customer Support Automation
Clients who self-serve
- Cover and excess answers from your wordings
- Certificate and schedule resend
- Claims status
- Regulated-advice handover
06
Data, Reporting & AI Assistants
Know your book
- Quote-to-bind by product line
- Retention and lapse by scheme
- Adviser and introducer performance
- Compliance evidence completeness
✦Compare your options
Hire, outsource, or automate?
What actually changes for a brokerage when enquiries, calls, and follow-up are automated.
| Doing it manually | Answering service / agency | CODEVGROW automation | |
|---|---|---|---|
| Speed of first reply | Hours, or next day | Message taken, callback later | ✓Under 60 seconds, 24/7 |
| After-hours & weekends | Voicemail | Message only | ✓Answers, books, escalates |
| Books the appointment / job | When staff are free | No | ✓Yes — live availability |
| Reminders & no-show recovery | Manual, inconsistent | No | ✓Automated, with waitlist fill |
| Follows up until booked | Rarely | No | ✓Multi-touch, stops on reply |
| Knows your services & pricing | Yes | Script only | ✓Trained on your business |
| Logs everything to your system | Sometimes | Email summary | ✓Every call, chat, and booking |
| Reporting | Spreadsheets | Call counts | ✓Live dashboard + AI assistant |
| Monthly cost | Salary + turnover | Per-minute fees | ✓Fixed, lower than one hire |
✦How it works
Live in weeks, not quarters
- 1
Free audit
45 minutes mapping how enquiries, calls, admin, and follow-up flow through your brokerage today.
- 2
Ranked plan & fixed price
What to automate first, expected hours and revenue, and a fixed price — within 48 hours.
- 3
Build & soft launch
We connect your systems and go live on one channel first, with human fallback, in 2–4 weeks.
- 4
Run & improve
24/7 monitoring, weekly transcript reviews, and the next automation added each month.
Free discovery call
See exactly what we'd automate in your brokerage — in 45 minutes
You leave with a ranked automation plan and a fixed price, whether you work with us or not. No pitch deck.
✦What owners say
Heard from commercial insurance brokers we work with
★★★★★
“Quotes go out the same hour now.”
★★★★★
“Renewal season stopped being a scramble.”
★★★★★
“Every system was built, connected, and monitored by one team. No hand-offs, no ‘talk to the vendor’.”
Will policyholders know they're talking to an AI?
The assistant introduces itself as your brokerage's virtual assistant and hands over to a person the moment someone asks — or when a question needs judgement. Satisfaction stays high because answers are fast and accurate.
Is our data safe?
Yes. Data stays in your systems, conversations are encrypted, and we configure retention and access rules for your regulatory requirements. Decisions that need a person always stay with your team.
Does it work with the software we already use?
We integrate with the major CRM, booking, ERP, and industry platforms via native integrations or API — and with your phone system, WhatsApp, and website. We'll confirm your exact stack in the audit.
How long until it's live?
Most commercial insurance brokers are live in 2–4 weeks, starting with one channel (usually phone overflow or web enquiries) and expanding from there.
What does it cost?
A fixed setup fee plus a monthly plan based on volume — typically less than one part-time hire, with the expected ROI shown against your current numbers in the audit.
Other insurance businesses we automate
All insurance →Free automation audit for commercial insurance brokers · 45 min · ranked plan · fixed price
Free automation audit for commercial insurance brokers
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