Book intelligence
LiveRevenue you already hold.
Aoibhe reads across the whole book once a day and surfaces what nobody has an afternoon to look for: the commercial client with no home cover, the client who has gone quiet, the concentration nobody has measured.
- Commercial cover, no home policy
- CROSS-SELL
- No contact in 19 months
- DORMANT
- 61% of policies with one insurer
- CONCENTRATION
- Renews in 34 days — two products
- RENEWAL
Cross-sell gaps, found not guessed.
A client with commercial cover and no home policy is a conversation you have earned the right to have. The gap is found by reading the book you already hold, so the list is specific clients with specific missing cover rather than a percentage on a dashboard.
Clients who have gone quiet.
Every book has clients who stopped being in touch without ever leaving. They surface as a list, with what you hold for them and when you last spoke. Usually that is enough to decide whether it is worth a call.
Concentration you can see.
When too much of the book sits with one insurer, that is a commercial exposure and a negotiating position at the same time. Measured across the book. Nobody estimates it from the accounts.
Renewals worth a conversation.
Not every renewal needs a call, and the ones that do are not always the largest. Renewal opportunities are surfaced alongside what else the client holds, so the call has somewhere to go.
Questions
Book signals, in detail.
- What does the daily book scan look for?
- Four things: cross-sell gaps where a client holds one product and not an adjacent one, clients who have gone dormant, concentration of the book with a single insurer, and renewals worth a conversation. Each one arrives as a list of named clients you can ring.
- Does it clean up messy client records?
- No. Book signals is about commercial opportunity, not data hygiene. It does not merge duplicates or test whether an email address still works. Records are normalised at the point they enter the book, during import and intake, which is where that work belongs.
- How often does it run?
- Once a day across the whole book. The findings sit on the brokerage worklist, so they are read at whatever point in the week suits. Nothing interrupts anyone.
- Does it contact clients about the gaps it finds?
- No. It surfaces the opportunity to the brokerage and a broker decides whether to act. Nothing is sent to a client on the strength of a signal.
- Does this need my data to leave the system?
- No. The scan runs over your own book inside your own tenant, and the findings are visible only to your brokerage.
Next
Ask your book a question
Plain-English questions over a brokerage’s live book, answered with the underlying clients and an optional drafted follow-up.
Counts back from the deadline, not from memory
Statutory renewal and notice deadlines resolved to a date, counted backwards, and drafted early for a broker to approve.
Bring your book across in an afternoon
Upload an OpenGI, Applied Relay or spreadsheet export and have the column mapping worked out for you, behind a review gate.
A serious AI for serious work
See your whole book before your competition does.
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.
A 30-minute call is the whole sales process. Or email support@aibroker.ie.