Email intake
AI reads incoming client and insurer emails, identifies the client, policy and request type, and routes them to the right person.
Insurance brokers
AI for Insurance Brokers
Insurance brokers handle a constant flow of client emails, documents, renewals and claims updates. Much of that information is then copied by hand into a broking system. Proweb Technologies builds AI for insurance brokers that reduces this manual work. It reads incoming emails, picks out client and policy details, and prepares them for your team, so staff spend less time re-keying and more time with clients. We're an IT and digital company in Parramatta, Sydney, and we're currently building an AI assistant platform for an Australian insurance brokerage.
Use cases
Where AI helps a brokerage
Less re-keying
Details from emails and attachments are extracted and prepared for entry into your broking system, for staff to check.
Renewal follow-ups
Reminders and information requests sent on time, written in your tone.
Document handling
Certificates of currency, schedules and forms named and filed in the right client record.
Claims updates
Status summaries and client updates drafted for staff to review.
Staff knowledge assistant
Answers to "How do we handle X?" from your own procedures.
Our work
Our insurance AI work
AI assistant platform for an insurance broker
We're building an AI assistant platform for an Australian brokerage with a small team. The aim is to cut the time staff spend moving client information from their inbox into the broking system. It uses Microsoft sign-in with Microsoft Authenticator.
Confidentiality
Built for client confidentiality
- Microsoft sign-in and multi-factor authentication
- Role-based, permission-aware access each user and the AI only see what they should
- Human review before anything is sent to clients or saved to core records
- Agreed data storage and processing locations before go-live
Why Proweb
Why Proweb for brokers
- Direct experience building AI for a brokerage
- We already manage websites for insurance brokers, including Ideal Insurance Brokers
- One team for AI, IT support, Microsoft 365, cloud and cyber security
- Start small, with one process and a fixed quote
FAQ
Frequently asked questions
See what AI could take off your team's plate
Book a free AI audit and we'll look at where AI can cut re-keying, inbox handling and renewal admin in your brokerage.
Or call (02) 9897 2245 · support@prowebtechnologies.com.au