Automate your workflow
Specifically built for MGAs, Brokers and TPAs
Automation for UK insurance intermediaries in two weeks. You can expect working automation inside a workflow that is costing your team hours, plus a costed plan for what to automate next.
Who we work with
UK insurance intermediaries
Independent brokers, MGAs and small TPAs, typically 5 to 100 staff, whose back office still runs on spreadsheets, portals and rekeying.
Where the hours go
Renewal lists chased by hand and leaking. The same risk data typed into three systems. Bordereaux wrangled in Excel every month. Compliance files assembled by hand before every review.
Ops doing robot work
Capable people spending their day moving data between systems. Every firm now says AI is the answer. Very few have anyone in-house who can actually build it. That gap is the whole job.
How We Engage
Three steps. You can stop after any of them.
01 - Ops Automation Sprint. Two weeks, fixed price, fully remote. Week one we map one workflow end to end and quantify the hours and the leakage: renewals chasing, submission intake, MTA processing, bordereaux handling, carrier reconciliation or compliance file assembly. Week two we build and hand over an automation inside that workflow, plus a costed roadmap of what to automate next and what each item would save. You keep the automation and the roadmap either way.
02 - Implementation Build. When the roadmap is worth acting on, we build the rest of it. Scoped item by item from the sprint findings, so you are buying against numbers you have already seen rather than a proposal.
03 - Ongoing Support. A monthly arrangement for firms who want the automations maintained, extended as processes change, and a build resource on hand without hiring one.
Let’s chat. Fill out the form and we’ll get in touch to show you how operational bottlenecks can be streamlined more quickly than you think.