AI Audit
We map how your firm actually runs: where documents arrive, who touches them, what gets re-keyed. You get a written report ranking what to automate by hours saved, how to do it safely and what to leave alone.
Learn moreInsurance Brokers
AI automation for insurance brokers.
Submissions, renewals, bordereaux and premium accounting, designed by someone who spent two decades in the Lloyd's and London Market.
A submission, triaged
From: broker@client.co.ukSubject: “Renewal, marine cargo, Dover”
- Insured
- Harbour Freight Ltd
- Class
- Marine cargo
- Sum insured
- £2.4m
- Inception
- 1 Nov
Quote request ready for approval
The problem
Where the time goes in your firm.
Submissions assembled by hand
Information is gathered from emails, spreadsheets and PDFs and re-typed into each insurer's format.
Renewals that start too late
Without a reliable trigger, renewal work begins when someone notices the date, not when the client needs it to.
Bordereaux and messy data
Files arrive in different layouts and need cleaning, checking and mapping before they are usable.
Premium accounting and credit control
Matching payments, chasing balances and keeping the books straight is detailed work that never stops.
What we build
Workflows for insurance brokers, approved by your team.
Submission preparation
Client information collected and assembled into a consistent pack for the broker to review before it goes out.
Renewal tracking and chasers
Renewals tracked from the diary, with reminders and information requests sent ahead of time.
Bordereaux processing
Files read, cleaned and mapped to your format, with exceptions flagged for a person to resolve.
Premium and credit control follow-ups
Outstanding balances monitored and follow-ups drafted for your credit controller to approve.
We also built Axirom, a CRM with built-in accounting and a broker edition that runs placement through to accounts, so we know this workflow end to end.
How it stays safe
A person approves it, and you can explain it.
A workflow that cannot be explained to a compliance officer should not exist.
- Human approval on every workflow, no exceptions
- UK GDPR built in: UK/EU hosting, no-training AI providers, a DPA first
- You own the build: your accounts, your documentation, no lock-in
- One person from the first call to the handover
How we work
Audit. Automate. Advise.
Three services, one order. You see a written plan before anything is built, and each piece is reviewed and accepted before the next one starts.
AI Automation
Custom workflows that take the repetitive work off your team: document processing, Xero and QuickBooks entries, onboarding, renewals and chase-ups. Built on n8n or Make with error handling, logging and a human approval step, and documented so your team can run it.
Learn moreAI Consulting
Support that keeps your firm ahead as the tools change: monitoring what we built, small improvements, a quarterly review of what to automate next and a straight answer when a new AI tool appears. Optional. You own everything either way.
Learn moreQuestions
What insurance brokers ask before they call.
Do you understand how the London Market works?
Our founder spent 20 years in the Lloyd's and London Market, covering placement, premium accounting, credit control and compliance in an FCA-regulated firm.
Who checks the output?
Your team. Every workflow ends in an approval queue, usually a few minutes a day, and nothing is posted, filed or sent until a person approves it.
Do you need access to our client data?
Not for the audit. For a build, only the fields the workflow needs, under a DPA, in your own accounts.
Other industries
Not your sector?
Accountants
Year-end bottlenecks, bank feeds, client chasing, VAT prep.
How we helpBookkeepers
Receipts, categorisation and reconciliation prep across many clients.
How we helpFinancial Advisers
Fact-finds, suitability packs, annual review reminders.
How we helpReady to get your team back to the work you hired them for?
A 20-minute call. We will tell you honestly what is worth automating, what is not, and whether an audit makes sense for you.