Can I use my own document templates?

Yes. Templates are managed by the brokerage with your own wording and layout, held in one place, so a change is made once and not in every copy on every desktop.

Where does the information in a generated document come from?

From the client record, so the document reflects what is on file and not what somebody retyped at four o’clock on a Friday. That is what keeps the copy sent to the client and the copy retained by the brokerage in agreement.

Is there a record of what was generated?

Yes. Generation is recorded against the client file with the template used and the date, so the brokerage can show what went out and when.

Templates · Documents

Live

The paperwork, generated.

Templates your firm controls, filled from the record and produced as a PDF, so the document that goes to the client matches the file that stays behind.

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DOCUMENT · GENERATEDPDF

TEMPLATE: Renewal invitation — commercial
CLIENT: A. Doyle — filled from record
OUTPUT: PDF produced 19 Jul 2026
LOGGED: Recorded against client file; ON FILE

Templates the firm owns.

Your wording, your layout, your letterhead, managed in one place. No more six slightly different Word files on six desktops. When the wording has to change, it changes once.

Filled from the record, not retyped.

The client details, the policy details and the dates come out of the record. Retyping is where the version that goes out stops matching the version on file, and that is the discrepancy nobody finds until it matters.

Produced as a PDF, logged against the file.

The output is a PDF, and the fact that it was produced is recorded against the client. What went out, when, and generated from which template.

Questions

Documents, in detail.

Can I use my own document templates?: Yes. Templates are managed by the brokerage with your own wording and layout, held in one place, so a change is made once and not in every copy on every desktop.
Where does the information in a generated document come from?: From the client record, so the document reflects what is on file and not what somebody retyped at four o’clock on a Friday. That is what keeps the copy sent to the client and the copy retained by the brokerage in agreement.
Is there a record of what was generated?: Yes. Generation is recorded against the client file with the template used and the date, so the brokerage can show what went out and when.

Renewals

Rolling out

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.

Forms

Live

Your own intake forms, on your brand

A form builder for any product line, PDF and Word proposal forms turned into live forms, hosted white-label with branded auto-replies.

Case files

Live

One claim, one file

Customer, insurer and assessor threads on the same claim gathered into one matter, across whichever channel each party uses.

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.