Insurance broker software
Insurance broker software that does the admin around broking
Aoibhe is AI software for insurance brokerages in Ireland and the UK. She takes enquiries from every channel, works out renewal deadlines, lists the conversations that have gone quiet and keeps the records, with notices and follow-ups drafted for a broker to approve.
01·What broker software has to do
Three jobs, every day.
Catch and qualify enquiries. Enquiries arrive structured and matched to the client you already hold, whichever channel or form they came through. The book you bring across is handled the same way.
Stay ahead of renewals and open work. Statutory deadlines are counted back automatically, quiet conversations are listed, and the book is read daily for clients worth a call.
Show the facts behind a decision. Ask the book a question in plain English, keep each claim in one place across every party involved, and produce documents from the record instead of a retyped copy.
02·How Aoibhe does each
Ten features, one for each task.
- Out of Hours Intake
Structured intake for every product line and channel, running out of hours, with a broker takeover that stops the AI on that thread.
- Radar Sweeps
Sweeps every channel and open task and lists the conversations that have gone quiet in either direction. A broker decides what to do with each one.
- Renewal Deadlines
Statutory renewal and notice deadlines worked out as dates, counted backwards, and drafted early for a broker to approve.
- Book Signals
A daily read of the whole book listing cross-sell gaps, dormant clients, insurer concentration and renewals worth a call.
- Smart Importer
Upload an OpenGI, Applied Relay or spreadsheet export and have the column mapping worked out for you, with a review step before anything is written.
- Broker Copilot
Plain-English questions over a brokerage’s live book, answered with the underlying clients and an optional drafted follow-up.
- Branded Forms
A form builder for any product line. PDF and Word proposal forms become live forms, hosted white-label with branded auto-replies.
- Case Files
Customer, insurer and assessor threads on the same claim gathered into one matter, across whichever channel each party uses.
- Document Templates
Firm-controlled document templates filled from the client record and produced as PDFs, logged against the file.
- Ask Aoibhe from Claude, ChatGPT and Microsoft 365 Copilot
Brokers ask Aoibhe from Claude, ChatGPT or Microsoft 365 Copilot and get answers from the brokerage’s own book. The connection is read only and Aoibhe is listed in Claude’s Connectors Directory.
03·Beside your system
Bring your book across by file.
Aoibhe works beside your broker management system. To bring your book in, you upload an export from OpenGI, Applied Relay or a spreadsheet.
It is an upload of a file and not a live connection, and you review the mapping before any record is written.
How the import works is on the Smart Importer page.
04·Who it suits
Independent and mid-sized brokerages.
Aoibhe is built for independent and mid-sized insurance brokerages in Ireland and the UK, where the book lives in a broking system and a shared mailbox.
05·Security
Four lines on how data is held.
Client data is hosted in the EU and kept in-region. Prompts and outputs go to model providers under zero-retention terms and are never used to train their models.
Message bodies, extracted document text and personal data are encrypted at rest with AES-256-GCM, and everything in transit is protected with TLS.
Each brokerage’s data is isolated to its own tenant, enforced at the database and the application layer.
Each answer traces to the prompt, model version and rule behind it, on an append-only audit trail.
The detail is on the security page.
Questions
What brokers ask first.
- Does Aoibhe replace our broker management system?
- No. Aoibhe works beside it. You bring your book across by uploading an export from OpenGI, Applied Relay or a spreadsheet. It is an upload of a file and not a live connection, and you review the mapping before any record is written.
- What happens to an enquiry that arrives out of hours?
- Aoibhe takes enquiries from WhatsApp, email, web chat and forms at any hour, asking one question at a time and matching each enquiry to a client you already hold or flagging it as new. When a broker replies on a thread, the AI stops working it, and everything gathered so far is already on the task.
- Does Aoibhe send renewal notices on her own?
- Aoibhe works out each renewal date, counts back the statutory notice window and drafts the notice before it falls due. Drafts are for a broker to approve, and consent is checked per client and per channel before anything goes out.
- Can a broker ask questions about the book?
- Yes. The copilot answers a plain-English question about your book from your live data, with the clients behind the number as well as the number. It drafts follow-ups and never sends them.
- Where is our client data held?
- Client data is hosted in the EU and kept in-region. Each answer traces to the prompt, model version and rule behind it, and the record of it is append-only. The security page has the detail.
- How do we know which clients need attention?
- Radar lists the conversations that have gone quiet in either direction, and book signals reads the whole book once a day for cross-sell gaps, dormant clients, insurer concentration and renewals worth a call. Each list names specific clients, and nothing is sent to a client because of a signal.
Talk to us
See Aoibhe handle a real broker workflow.
Bring a sample enquiry to a 30-minute demo. We'll show the client file, draft, broker handoff and evidence trail.
Or email support@aibroker.ie.