AI automation / insurance brokers
AI automation for UK insurance brokers
Integraite is a UK AI automation company building systems for insurance brokers. Not chatbots and not a report: AI that answers the phone, reads the email and the paperwork, chases what is missing and prepares the work, with your team approving anything that goes out.
Right contact found: the lettings manager, by name
Personal email written and sent
Opened twice, flagged as a hot lead
Where the week goes
Taken from UK trade bodies and the trade press, not from a brochure.
- 01Rekeying client and policy data across insurer portals, spreadsheets and broker systems
- 02Renewals tracked by hand, with prior terms and client details chased manually
- 03Fair value assessments and Consumer Duty evidence consuming hours of paperwork
- 04Different forms from every insurer, completed again each year
The work still happens. Nobody has to do it.
What we build for insurance brokers, against what it fixes
| The problem | The system |
|---|---|
| Rekeying client and policy data across insurer portals, spreadsheets and broker systems | Document data extraction |
| Renewals tracked by hand, with prior terms and client details chased manually | Renewal preparation assistant |
| Fair value assessments and Consumer Duty evidence consuming hours of paperwork | Fair value evidence packs |
| Different forms from every insurer, completed again each year | Questionnaire drafting assistant |
Document data extraction
Reads proposal forms, schedules and loss runs from PDFs and emails, then fills your broker system for a person to check.
Renewal preparation assistant
Flags renewals early, compares prior terms with new quotes and drafts a renewal summary for the broker to approve.
Fair value evidence packs
Gathers product, claims and complaints data into a draft fair value and Consumer Duty file for compliance review.
Questionnaire drafting assistant
Answers repeat insurer questionnaires from your stored client and firm data, leaving only new questions for a person.
Built around FCA Consumer Duty and ICOBS: advisers approve every client facing message and recommendation, with a full audit trail of what the system drafted.
Live in weeks, not a project that never lands
We watch a real week
An hour with you writing down what actually happens, including the jobs nobody lists when asked what takes their time.
We build around your tools
It works inside the software you already use. Nobody is asked to move, learn a new system or change how they work.
You approve, it runs
Nothing reaches a client until a person says so, every action is logged, and it keeps going at night and at the weekend.
Tell us about your week. We will tell you what can run itself.
A short call, no slides. If there is nothing worth automating, we will say so.
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