Insurance Brokers

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

The fix is here

You're great at broking. Agentic AI makes sure every renewal is protected, every lead is followed up, and every client feels supported through their claim.

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 — reviewing coverage, prompting a market review discussion, and confirming the renewal before the deadline — keeping clients retained and informed.

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…

Your AI Insurance Broker Team

Five AI employees built for insurance brokers.

Each one briefed on your product lines, client types, renewal process, and communication style — live and protecting your book within days.

AI Receptionist

Receptionist

What I can do:

New client enquiries captured immediately
Referral leads actioned before business hours
Policy and coverage questions answered
Claim notifications acknowledged instantly
Appointments booked without broker involvement

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AI Live Chat Expert

Live Chat Expert

What I can do:

Website visitors converted to appointments
Broker value proposition explained clearly
Business insurance queries handled upfront
Personal lines enquiries captured and qualified
SME and trade enquiries booked efficiently
Complex risk enquiries directed to senior brokers

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AI Lead Generator

MAX

What I can do:

Renewals started 60 days before expiry
Non-responding clients followed up consistently
Lapsed clients contacted before competitor renewal
Referral partner relationships maintained

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AI Social Media Manager

SASHA

What I can do:

Risk management tips published consistently
Insurance market updates shared regularly
Claims advice and broker value communicated
Seasonal risk reminders posted automatically
Google Business profile kept current
Referral partner content and relationships supported

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AI Executive Assistant

Executive Assistant

What I can do:

Claim milestone updates sent to clients
Renewal preparation briefs created for brokers
Insurer correspondence coordinated and tracked
Client meeting briefs prepared in advance
Post-renewal follow-ups sent automatically
Admin backlog cleared without additional headcount

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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.

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 hours

Connect your tools

Link your broking platform, calendar, email, social accounts, and phone. Your onboarding manager handles every integration.

~1 business day

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 minutes

Go live

Your AI team starts protecting renewals, following up leads, and supporting clients through claims immediately. Monitor everything from your dashboard.

Ongoing support included

Why 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, prompts a market review discussion, and confirms the renewal — 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.

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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.

What Brokers Say

Insurance brokers that made the switch.

★★★★★

Our renewal retention was strong but we were still losing 8–10 clients a year simply because renewal communication was inconsistent. Since Sevenfold, every renewal conversation starts 60 days out and follows a structured sequence. Our retention rate has improved by 12 percentage points and the workload on our team during renewal season has dropped significantly.

Andrew T.

Principal Broker · Pacific Risk Solutions, Queensland

★★★★★

Referrals were arriving at the wrong time — during client meetings, after hours, on Friday afternoons — and the follow-up was inconsistent. Now every referral is acknowledged within minutes and a needs analysis is booked before I’ve even finished with the client I was seeing. My conversion rate from referral to appointment has improved dramatically.

Melissa C.

Insurance Broker · Meridian Commercial Insurance, Victoria

★★★★★

Claim support was our weakest point — clients felt abandoned between lodgement and settlement. Sevenfold now sends clients an update at every claim milestone automatically. The feedback from clients going through claims has completely changed. We’ve had several clients specifically say they renewed because of how we communicated with them through a difficult claim. That’s retention you can’t buy with marketing.

Philip N.

Director · Hargreaves Insurance Brokers, New South Wales

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. Your AI team is briefed on your product lines, client types, renewal process, and communication preferences — and connects to your calendar and communication channels. Integration compatibility for your specific platform is confirmed during onboarding.

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.

How does the renewal reminder sequence work?+

You define the renewal communication timeline — typically starting at 60 days with a coverage review message, followed by a renewal options discussion at 30 days, and a confirmation prompt at 14 days. MAX manages the entire sequence and follows up clients who don’t respond. You receive a notification when a renewal is confirmed or when a client indicates they want to discuss alternatives.

Can Sevenfold manage claim support communication automatically?+

Yes. You define the claim milestones — lodgement, acknowledgement, assessment scheduled, assessment completed, settlement — and your Executive Assistant sends the client a proactive update at each stage. Clients feel informed and supported without your broker needing to write individual updates.

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.