AI Agents for
Insurance Brokers
Sevenfold AI employees are trained for insurance broking. They send every renewal reminder, follow up every new client lead, support every claim communication, and reactivate every lapsed client — so your brokers spend time on advice, not admin.
85%
of non-renewals: no proactive contact
60 days
optimal renewal lead time
10+
hours saved per week
5 days
from sign-up to fully live
With Trained AI Agents, Work Doesn’t Pile Up.
Broking Gets Done. So Does Everything Around It.
Most brokerages don't have an advice problem — they have a follow-through problem. Renewal reminders go out late. Referrals wait in an inbox. Claim updates depend on a broker finding a spare hour to chase. Sevenfold puts trained AI employees on exactly this work, so every client hears from you before they hear from a competitor.
Renewal conversations started 60 days out — every time
No more clients who receive their renewal three days before expiry and don’t have time to consider their options. Automated renewal sequences begin 60 days out. They review coverage, prompt a market review discussion, and confirm the renewal before the deadline — so clients stay informed and stay with you.
Every new client lead followed up within 90 seconds
No more referrals from accountants, mortgage brokers, and financial planners sitting in an inbox while your brokers are in client meetings. Every new enquiry is responded to immediately — capturing the client’s requirements, answering initial questions, and booking a needs analysis appointment.
Claim support communication managed without broker time
No more clients who feel abandoned during a claim because updates require your broker to manually chase the insurer and write an email. Automated claim support sequences keep clients informed at every milestone — lodgement, acknowledgement, assessment, and settlement — without your broker writing every update.
Lapsed clients reactivated before their next renewal elsewhere
No more past clients who lapsed last year and were never contacted again. Automated reactivation sequences reach out to lapsed clients before their expected next renewal date — giving you the opportunity to win them back before they renew with a direct insurer or another broker.
…and that’s before we get to everything your AI employees can do…
AI Employees That Make Your Workday Easier.
Give Your Brokerage
a Bigger Team.
From first enquiry to settlement, Sevenfold’s AI employees answer clients, book reviews, chase documents, and keep deals moving — while you advise.
AI Receptionist
DESKY
- Every call answered instantly
- Client questions answered confidently
- Meetings booked automatically
- Urgent matters escalated fast
- After-hours enquiries captured
AI Lead Generator
MAX
- New leads followed up instantly
- Quotes chased until answered
- Lapsed clients re-engaged automatically
- Referrals requested on time
- Pipeline kept moving daily
AI Social Media Manager
BUZZ
- Posts published every week
- On-brand images generated
- Reviews turned into posts
- Local updates build authority
- Seasonal campaigns kept consistent
AI Executive Assistant
BOSSIE
- Inbox cleared every morning
- Calendar managed end-to-end
- Meeting notes captured automatically
- Admin backlog cleared quietly
- Junk mail filtered out
AI Sales Executive
SALLY
- Enquiries qualified before handover
- Follow-ups made on time
- No-shows rebooked automatically
- Warm leads converted faster
- Every prospect answered fast
AI Support Manager
SAGE
- Support questions answered 24/7
- Tickets triaged by urgency
- Replies drafted for approval
- Complaints escalated to you
- Every client kept informed
AI SEO Content Writer
INKY
- Blog posts written weekly
- Local rankings improved steadily
- Service pages kept fresh
- FAQs turned into articles
- AI-search visibility optimised
- How It Handles Your Calls
- A Day With Your AI Team
From first ring to the right broker — how client calls actually flow.
Your AI Receptionist doesn’t just take messages. It sorts renewals, new business, and claim calls to exactly the right place — the way your best account manager would, at any hour.
Every call answered — even in renewal season
Sevenfold handles unlimited simultaneous calls, so a Monday morning of renewal queries never sends a client to voicemail. Every caller is greeted in your brokerage’s voice, in any of 100+ languages, and helped within 90 seconds.
Renewal calls booked with their broker
A client calling about an upcoming renewal is recognised, has their questions about the process answered, and gets a renewal review booked directly into their broker’s diary — with the conversation logged so the broker walks in prepared.
Claim calls routed — never advised on
A client calling about a claim is listened to, has the details captured, and is routed exactly where your rules say — to their broker, or to the insurer’s claims contact you’ve nominated. Your AI team never gives claims-handling advice; it makes sure the right person does.
Urgent matters escalated in real time
A client reporting a major loss, or needing confirmation of cover before signing something today, matches your urgency rules and reaches your nominated broker immediately. Nothing time-critical waits in a message queue overnight.
A missed call is a policy placed elsewhere
Referrals go to whoever answers first, and 85% of clients who don’t renew say no one contacted them proactively. Weigh what one lost renewal is worth against Sevenfold’s pricing — or see how a full AI workforce protects the whole book.
You set the rules — which calls are handled directly, what counts as urgent, and when a broker takes over. Claim conversations are always routed, never advised on.
A Tuesday at your brokerage, with Sevenfold on the front line.
This is what changes day to day — not the advice, but everything around it. Here’s a typical Tuesday once your AI team is live.
8:10 AM
The 60-day renewal batch goes out
Every client whose policy expires in 60 days receives a personalised renewal review message before the office opens. Two reply within the hour and book reviews straight into their brokers’ diaries.
9:35 AM
An accountant's referral, answered in 90 seconds
A referral partner sends through a new SME client. The referral is acknowledged, the prospect is contacted with a warm introduction, and a needs analysis call is booked for Thursday — while your brokers are still in meetings.
11:20 AM
A claim-status call, routed not guessed
A client calls asking where their property claim is up to. The details are captured, the latest milestone update is confirmed, and the call is routed per your rules — no advice given, no client left wondering.
1:00 PM
Lunchtime calls covered
Four calls land while the team is out — a certificate of currency request, two renewal questions, and a new enquiry. All answered, logged, and routed. No voicemail backlog at 2pm.
3:30 PM
An urgent cover question, escalated
A client signing a lease tomorrow needs confirmation of cover today. The call matches your urgency rules and their broker is alerted in real time — the client hears back within minutes, not tomorrow.
5:45 PM
Lapsed clients hear from you first
A batch of clients who lapsed last year — and whose next renewal elsewhere is approaching — receive a personalised reactivation message. Two reply asking for a quote comparison.
10:40 PM
Storm damage at night — captured and routed
A commercial client calls after a storm. The details are captured, the insurer’s emergency claims contact you’ve nominated is provided, and their broker is alerted for the morning. The client feels supported — and no advice was given.
Getting Started
From sign-up to protecting your renewal book in 5 days.
No technical knowledge required. Your onboarding manager handles every integration and briefing — you just answer questions about your product lines, client types, and renewal process.
1
Brief your AI team
Share your product lines, client types, renewal process, claim support approach, and communication style. Done in a guided session with your onboarding manager.
~2–3 hours2
Connect your tools
Link your broking platform, calendar, email, social accounts, and phone. Your onboarding manager handles every integration.
~1 business day3
Set your renewal and reactivation sequences
Define your renewal communication timeline, claim update milestones, and lapsed client reactivation intervals. Your client communication runs itself from here.
30 minutes4
Go live
Your AI team starts protecting renewals, following up leads, and supporting clients through claims immediately. Monitor everything from your dashboard.
Ongoing support includedWhy Choose Sevenfold
Why brokers choose Sevenfold over manual renewal management.
Starts every renewal conversation 60 days out — so clients are informed and retained before they shop elsewhere
Renewal retention is the most important metric in broking. Sevenfold starts the renewal conversation at 60 days with a structured sequence that reviews coverage and confirms the renewal. It all happens before the client even considers going direct or calling a competitor.
Responds to every new enquiry within 90 seconds — so referrals are captured before they reach another broker
Referrals and new enquiries go to whoever responds first. Sevenfold responds to every new lead within 90 seconds — capturing requirements, answering initial questions, and booking a needs analysis appointment before your broker is even available to return the call.
Supports every client through their claim — so the most high-risk moment in a client relationship becomes a retention opportunity
Claims are where broker loyalty is won or lost. Sevenfold keeps clients informed through every claim milestone — lodgement, assessment, and settlement — without your broker needing to chase insurers and write updates. Clients feel supported and renew because of it.
Reactivates lapsed clients before their next renewal elsewhere — recovering commissions from a database you’ve already built
Your database of lapsed clients is potential commission you don’t need to prospect for. Sevenfold reaches out before their expected renewal date with a personalised, relevant message — giving you the opportunity to win back the relationship before a direct insurer or competitor does.
Integrations
Connects to your broking tools — no IT team required.
Sevenfold connects to your broking platform, calendar, email, social accounts, and phone — no IT team required. Your onboarding manager handles every integration, typically within one business day.
Sevenfold works here too
AI employees trained for different industries and ways of working.
Questions and Answers
Everything you need to know.
Does Sevenfold integrate with broking platforms like WinBEAT, Open GI, or Sunrise?
Sevenfold works alongside your existing broking platform and CRM — you don’t need to change systems or migrate data to get started. During onboarding, your AI team is briefed on your product lines, client types, renewal process, and communication preferences: the same grounding a new account executive would need in their first week. It then connects to the channels your clients already use — your phone, your calendar (Google Calendar or Outlook Calendar), your email (Gmail or Microsoft Outlook), and website chat — plus CRMs such as HubSpot, Salesforce, Pipedrive, or Zoho where they’re part of your stack. Renewal responses, booked reviews, and new-business appointments land in the diary your brokers already work from, so nothing changes about how the day runs. Setup is handled for you, and most brokerages are fully live within 3–5 business days. Integration compatibility for your specific platform is confirmed during onboarding — your onboarding manager checks this before anything goes live.
Can Sevenfold send compliant client communications that meet ASIC and AFSL obligations?
Your AI team is briefed on your compliance requirements and communicates within the boundaries you set. Sevenfold handles enquiry capture, renewal follow-up, claim support communication, and client updates — within the parameters your compliance framework requires. Your onboarding manager will walk through your specific obligations. These answers come from the knowledge you feed your AI brain — your website, uploaded documents, and text content. Your AI employees never invent details: if something isn’t covered, they say so and offer to transfer to a human.
How does the renewal reminder sequence work?
You define the timeline once, and it runs for every client, every time. A typical sequence starts 60 days before expiry with a coverage review message — the window where clients still have time to consider their options rather than rolling over whatever arrives. At 30 days, clients who haven’t responded receive a renewal options prompt; at 14 days, a final confirmation reminder. MAX manages the whole sequence, follows up non-responders automatically, and varies the wording so repeat messages don’t read like copies of the first. The moment a client confirms — or indicates they want to discuss alternatives — their broker is notified in real time and a review is booked. This matters because 85% of clients who don’t renew say no one contacted them proactively before the renewal date. Your dashboard shows every sequence in flight — messages sent, replies received, reviews booked — and you can pause or adjust any client’s timeline individually.
Can Sevenfold manage claim support communication automatically?
Yes — for the communication side of a claim, which is where clients most often feel abandoned. You define the milestones that matter — lodgement, acknowledgement, assessment scheduled, assessment completed, settlement — and your Executive Assistant sends the client a proactive update at each stage, in your brokerage’s voice. Clients stop calling for updates because they already have them. Your AI team never gives advice about the claim itself: coverage questions, disputes, and anything requiring judgement are routed to your broker in real time, following the escalation rules you set. What it removes is the routine load — the ‘any news yet?’ calls and the individually written update emails that eat broker hours during a busy claims period. And because clients who feel informed through a claim are the clients most likely to stay, the most fragile moment in the relationship becomes one of the strongest reasons they renew with you.
Will clients know they're communicating with an AI?
Your AI employees communicate in your brokerage’s voice — professional, knowledgeable, and reassuring. Many brokers introduce their AI team as their client services team. You choose your disclosure approach; most clients respond positively to prompt, helpful responses regardless of how they’re delivered.
How long does setup take?
Most brokerages are fully live within 3–5 business days. Your onboarding manager handles all integrations and works through your briefing step by step — covering your product lines, client types, renewal process, and communication style. No technical knowledge required.
Your AI Team
