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Insurance Brokers & Advisers

The AI Operating System

Built for Insurance Brokers

Automate policy renewals, claims updates, and annual reviews - so you retain more clients and spend your time on advice, not admin.

Book a Free Discovery Call See Case Studies
app.polarislabs.io · Insurance Broker OS
Live Activity All systems live
Renewal reminder sent - 14 policies due
90-day notice · comparison included · reply monitored
just now
Claim follow-up triggered - Anderson family
Day 7 update sent · insurer status checked · noted
9m ago
Annual review brief prepared - $2.4M portfolio
Coverage gaps identified · 3 recommendations ready
34m ago
New SME enquiry → quote request sent
ABN verified · risk profile started · callback booked
1h ago
Monthly retention report compiled
94% renewal rate · 4 at-risk clients flagged for call
2h ago
94%
Renewal Rate
14
Renewals Tracked
0
Missed Follow-ups
The Problem

Sound familiar?

The manual work costing insurance brokers & advisers time and revenue every single day.

01
Renewals slip through
With hundreds of policies, renewal dates are missed. Clients lapse. Revenue walks out the door.
02
Claims follow-up is reactive
Clients with active claims need regular updates. Without a system, they call you - frustrated and anxious.
03
Annual reviews don't happen
Reviews are revenue opportunities and compliance requirements. Manual scheduling means half never get done.
04
New leads aren't followed up fast enough
An enquiry that waits 24 hours for a response is already shopping with a competitor.
What We Build

AI agents built for insurance

Every automation is custom-built for your systems and workflows. Click any card to get started.

AI Agent
Renewal Management Agent
Tracks every policy renewal date, sends automated reminder sequences to clients, and alerts you when action is needed - so nothing lapses.
  • 90/60/30 day renewal reminders
  • Automated client outreach
  • Lapse prevention alerts
GmailHubSpotNotionOutlook
Book a free discovery call
Tell us about your insurance business and we'll map out exactly what to automate first.
✓ We'll be in touch within 1 business day.
AI Agent
Claims Update Agent
Monitors active claims and sends regular, personalised status updates to clients - keeping them informed and your phone from ringing.
  • Automated claims status updates
  • Insurer follow-up tracking
  • Client anxiety reduced
GmailHubSpotNotionSlack
Book a free discovery call
Tell us about your insurance business and we'll map out exactly what to automate first.
✓ We'll be in touch within 1 business day.
AI Agent
Annual Review Agent
Books annual reviews automatically, prepares a pre-meeting brief with coverage gaps and recommendations, and sends it ahead of the appointment.
  • Automated review scheduling
  • Pre-meeting brief with gaps identified
  • Compliance requirement met
Google CalendarClaude AINotionGmail
Book a free discovery call
Tell us about your insurance business and we'll map out exactly what to automate first.
✓ We'll be in touch within 1 business day.
AI Agent
Lead Nurture Agent
Responds to new enquiries instantly, collects risk information, and starts a nurture sequence - so every lead gets a professional first impression.
  • Instant enquiry response
  • Risk profile collection
  • Nurture sequence for unconverted leads
GmailHubSpotCalendlyClaude AI
Book a free discovery call
Tell us about your insurance business and we'll map out exactly what to automate first.
✓ We'll be in touch within 1 business day.
FAQ

Common questions

Automation ensures no renewal is missed, every claim gets followed up, and annual reviews actually happen. Brokers using automation report 15–25% higher renewal rates and significantly fewer client complaints.

The AI sends factual status updates based on information you provide - it doesn't make claims decisions or advice. All advice remains with the licensed broker. The AI just ensures clients are kept informed consistently.

The system tracks every policy renewal date in your CRM, triggers a sequence of reminder emails at 90, 60, and 30 days, and flags any clients who haven't responded for a personal call from your team.

The automation handles communication logistics, not advice. Advice, recommendations, and product comparisons remain the licensed adviser's responsibility. We can help structure workflows to ensure compliance is maintained.

Ready to automate your insurance business?

Book a free 30-minute discovery call. We'll map out exactly what to automate first - and what the ROI looks like.

Book Your Free Call