A CRM for insurance brokers in Australia
A CRM for an insurance broker keeps every client, policy and renewal date in one place, and makes sure the work before each renewal starts on time. We build them for established Australian broking firms, with AI agents that flag renewals 60 days out, chase the documents you need and draft the emails to book the review. A person on your team reads each one and sends it.
Your broking system keeps the policies and the accounts. We build for the chasing around it.
Where a broker’s week goes.
Placing the cover is the skilled part. Getting everything ready in time is what eats the week.
Renewals that start too late
The renewal date is in the system, but the work starts when someone notices it. By then there is little time to get updated details from the client, go to market and talk it through properly.
Documents chased by hand
Updated asset lists, turnover figures, claims history, valuations. Every renewal needs something from the client, and every one needs a reminder, then another. The chasing falls to whoever has a spare minute.
Reviews that never get booked
A yearly review is the best chance to spot a gap in cover or another policy the client needs. When booking it means a string of emails, it gets pushed back until the renewal is already due.
Clients asking for an update
“Where is my claim up to?” “Did you get my form?” Each reply is quick, but they arrive all day and pull people off the work that needs them.
New business that stalls after the first call
A referral comes in, you have a good first chat, and the follow-up waits behind this week’s renewals. A month later the prospect has gone with someone else.
What we build for broking firms.
Four pieces, and you only take the ones you need.
An AI CRM, one record per client
AI CRMEvery client with their policies, renewal dates, documents outstanding, open claims and every email. The renewals due in the next 60 days are on one screen, with what is still missing for each.
AI agents for renewals and documents
AI agentsAgents flag each renewal 60 days out, draft the request for the documents you need and the reminder when they do not arrive, and draft the email that books the review meeting. Others draft replies to the routine “where is it up to?” questions.
Connections to your broking system
Custom softwareWe work alongside your broking system rather than replacing it. Where it offers a way to connect, we link the two, so renewal dates and client details are never typed twice.
A website that brings in the right enquiries
WebsitesA site that shows the cover you specialise in and who you look after, with an enquiry form that asks the right questions and lands straight in the CRM.
Priced from your scope.
The CRM implementation is one-time, with no per-seat subscription. The real number comes from your scope, and you get it in writing before anything starts.
Our free renewal timeline calculator lays out the 60 days before any expiry date. Before any tool touches client data, read what to check before connecting AI to client files. If you would rather start smaller, the operations audit maps your recurring work first. It is $1,200, fixed, and credited in full against your first build if you go ahead within 30 days.
See the AI CRM on our services pageAI CRM implementation, one-time
from$4,850
A floor, not a fixed fee. Ongoing care is optional, from $150 a month.
What we have built so far.
Our case studies so far are in Spain: MYC, a consultancy, IN&VAL, an industrial consultancy, and Cepeman, a training business. None of them is a broking firm, and we will not pretend otherwise. The work is the same shape though: a CRM whose agents keep every follow-up on schedule and draft from the firm’s own documents, with a person approving each send.
€15,000
MYC spent €15,000 on bought lead lists. Its CRM’s agents now find leads that match its own criteria, for cents each.
Related reading
From the blog
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How much does an AI CRM cost in Australia?
What a CRM really costs a 2 to 20 person firm in Australia: per-seat software vs a built AI CRM, what drives the price, and when to buy neither.
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No. Your broking system keeps the policies, the accounts and the records the rules require. The CRM sits alongside it and handles the renewals work, the document chasing and the follow-ups. Where your system offers a way to connect, we link the two.
Book a 20-minute call.
Tell us how renewals run in your office today. We will tell you what we would automate first and what we would leave alone.