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AI automation for insurance brokers

A missed renewal is a client walking out the door. We automate expiry tracking, proposal preparation and document collection for claims.

01Day-to-day today

Sound familiar?

  • Expiry dates and renewals tracked in spreadsheets
  • Policy comparisons prepared by hand
  • Claims with endless back-and-forth of documents

With AIXIS

Illustrative scenario

No renewal slips through the cracks

  1. -60 days

    The system detects the policies that expire in two months

  2. -60 days

    Comparisons are prepared using the client's current terms

  3. -45 days

    The client receives the proposal and can confirm with one click

  4. If no reply

    The account manager is alerted to call them personally

  5. On a claim

    Guided document collection and claim tracking

02What we automate

What we can automate in insurance brokers

  • 01

    Renewals under control

    Advance alerts for every policy that's about to expire.

  • 02

    Ready-made proposals

    Comparisons using the client's current terms, ready to review.

  • 03

    Guided claims

    Step-by-step document collection and claim tracking.

  • 04

    Portfolio dashboard

    Each account manager's clients, policies and pending tasks at a glance.

We connect with

  • CRM
  • Email
  • AI document reading
  • Digital signature
  • and the tools you already use

The AIXIS commitments

Four commitments.
No small print.

Automating part of your business is a big decision. So we make it easy for you from day one.

  • See the demo before paying in full

    Before the final payment, you see your system working as a prototype. No paying for something you haven't seen yet.

  • AI always supervised

    AI only carries out the tasks you authorise. Important actions require approval from someone on your team.

  • Documentation and training

    Every automation is delivered with documentation, and we train your team to use it on their own.

  • No lock-in

    Monthly maintenance can be cancelled whenever you want, with no penalties.

12 — Got an idea?

You don't need to know how.
Just what you want to achieve.

Tell us your idea. We'll work out how to turn it into a technology solution.

Which tools do you currently use?

Data protection. Controller: AIXIS (full details in the legal notice). Purpose: to reply to your request and prepare a proposal. Legal basis: your consent. Recipients: data is not shared with third parties; it is processed by technical providers that work for us. Rights: access, rectification, erasure and others, by writing to [email protected]. More information in the privacy policy.

No commitment. Once you send it, you'll see our system process it live.