Insurance
Insurance Brokerage Improved Renewal Ops
Introduced AI-assisted renewal checklists and document prep to reduce compliance risk and admin burden.
Published Sep 9, 2025
Renewal prep time
-33%
Compliance exceptions
-27%
Ops cost
-14%
Problem
Renewal specialists were overloaded by repetitive document review and deadline coordination.
Approach
Designed a staged AI workflow with review checkpoints, policy comparisons, and automatic reminder triggers.
Deliverables
- - Renewal process redesign
- - Checklist automation
- - Document assistant
- - Governance and QA controls
Tools used
- - OpenAI
- - Supabase
- - Microsoft 365
- - Zapier
Results
The brokerage processed renewals more predictably with lower admin burden and fewer deadline misses.
compliance
insurance
automation