Insurance brokerage × AI
Aoibhe is your brokerage’s first AI hire.
She runs structured intake across every product line you write. Cites your knowledge base by line. Tags uploads, books appointments, verifies existing clients. Closes every conversation with a broker task summary the team can act on without re-reading the chat.
Queue
47
12
94%
Aoibhe O’Sullivan
2019 Skoda Octavia, comprehensive, full Irish licence 8 yrs, NCB protected.
Conor Murphy
Storm damage at Bray premises overnight. Injury risk flagged.
Niamh Kelly
Mileage drop from 18k to 9k. Flagged for re-rate.
00 — Connect
She’s already where your work happens.
Email, calendar, web chat, WhatsApp, your knowledge base — feeding into one structured queue your team can act on.
Wherever your clients reach you.
Aoibhe O’Sullivan
2019 Skoda Octavia · 8 yrs NCB · awaiting Mary’s review.
2019 Skoda Octavia · comprehensive · NCB protected
Walsh Bakery Ltd
Address change · Pearse Street · awaiting floor area to re-rate.
Address change · Pearse Street · 9 staff
Conor Murphy
Storm damage · Bray · 3 photos · injury check pending.
Storm damage · Bray premises
New visitor · Webchat
Family of 4 · Spain · July · awaiting cover-type confirmation.
Family of 4 · Spain · July
01—Intake
She asks the right questions, in order.
Structured intake flows across motor, home, business, commercial, travel and bespoke lines. One question at a time, confirmed before moving on, adapted to the product the client actually needs. Skips nothing a broker would have asked.
Aoibhe O’Sullivan
Got it — 2019 Skoda Octavia 1.6 TDI.
Last vehicle question — where is the car kept overnight?
02—Cite
Every answer cites your policies.
Upload your policy samples, FAQ library, regulatory notes, endorsements. Aoibhe quotes from them by line. No hallucinated facts, no generic insurance copy — every claim links back to a document a broker actually wrote.
Saoirse Byrne
A fixed medical excess of €75 applies to any single claim[L142]. Pre-existing conditions carry an additional €150[L146].
Source · annual-travel-policy-2024.pdf · §4.2
Excess applies per insured person, per claim event. Fixed medical: €75. Pre-existing: €150 additional.
03—Read
She reads every document the moment it lands.
Policy packs, renewal docs, claims correspondence, broker notes — Aoibhe extracts a plain-English summary, surfaces the risks a broker should see, and proposes the next action. Every claim cites the line in the document it came from. Nothing waits in an inbox.
Sudhamsha Sunkaraneni
Renewal pack uploaded ahead of 31 May renewal. Annual premium €322.42, £1,000 excess[L18]. Cover broadly aligns with last year. Six risk flags below.
Confirm client is aware of automatic renewal and review proposal form for accuracy.
04—Recall
She remembers what your brokerage already did.
When a task lands, Aoibhe surfaces past tasks for the same client, the same product line, the same risk pattern. Your brokerage's memory, queryable in one second. No re-asking the client what they already told you last March, no re-deriving cover decisions a colleague made six weeks ago.
Walsh Bakery Ltd
Moved Walsh Bakery from Capel St to South Anne St. EL/PL bands held; rate adjusted +€48/yr.
Annual renewal. Same insurer (Allianz). Cover unchanged.
Added baking-oven endorsement after kitchen rebuild.
Last address change held cover bands. Aoibhe pre-filled the same approach — confirm with Mary before sending.
05—Act
She does the back-office work.
Drafts the email reply. Summarises the task for the file. Books appointments inside your lead window with a calendar invite, a 30-minute reminder, and AI Broker as the organiser. Verifies existing clients by masked match plus eircode and date of birth. Classifies uploaded documents with a confidence score — anything ambiguous routes to a broker for review.
Tue 14 Mar · 14:00
Tuesday afternoon
no-claims-cert-axa.pdf
0.96
vrc-191D29481.jpg
0.89
prev-policy-bound.pdf
0.62
06—Handoff
Urgent issues route to a human. Instantly.
Claims with injury, complaints with regulatory exposure, distress signals, anything Aoibhe is uncertain about — escalated with structured context: what happened, what she collected, what she flagged, why. Every conversation closes with a broker task summary that can be acted on without re-reading the chat.
Storm damage with possible injury — escalated.
Client mentioned a fall during overnight storm.
Aoibhe stopped intake immediately. Confirmed safety. Routed to broker in 11 seconds.
Client
Conor Murphy
Type
Home claim
Property
Bray, Co. Wicklow
Policy
HM-2024-9912
“My wife slipped on the wet floor. She’s shaken but ok. The roof is the main worry.”
A serious AI for serious work
Hire Aoibhe before your competition does.
Built for independent and mid-market brokerages in Ireland and the UK. Onboarded in a week. Trained on your knowledge, not the open web. A 30-minute call is the whole sales process.