Insurance brokerage × AI
Aoibhe is your brokerage’s first AI hire.
She runs structured intake across every product line you write. Cites your knowledge base by line. Tags uploads, books appointments, verifies existing clients. Closes every conversation with a broker task summary the team can act on without re-reading the chat.
Queue
47
12
94%
Aoibhe O’Sullivan
2019 Skoda Octavia, comprehensive, full Irish licence 8 yrs, NCB protected.
Conor Murphy
Storm damage at Bray premises overnight. Injury risk flagged.
Niamh Kelly
Mileage drop from 18k to 9k. Flagged for re-rate.
00 — Connect
She’s already where your work happens.
Email, calendar, web chat, WhatsApp, your knowledge base — feeding into one structured queue your team can act on.
Wherever your clients reach you.
Aoibhe O’Sullivan
2019 Skoda Octavia · 8 yrs NCB · awaiting Mary’s review.
2019 Skoda Octavia · comprehensive · NCB protected
Walsh Bakery Ltd
Address change · Pearse Street · awaiting floor area to re-rate.
Address change · Pearse Street · 9 staff
Conor Murphy
Storm damage · Bray · 3 photos · injury check pending.
Storm damage · Bray premises
New visitor · Webchat
Family of 4 · Spain · July · awaiting cover-type confirmation.
Family of 4 · Spain · July
01—Intake
She asks the right questions, in order.
Structured intake flows across motor, home, business, commercial, travel and bespoke lines. One question at a time, confirmed before moving on, adapted to the product the client actually needs. Skips nothing a broker would have asked.
Aoibhe O’Sullivan
Got it — 2019 Skoda Octavia 1.6 TDI.
Last vehicle question — where is the car kept overnight?
02—Cite
Every answer cites your policies.
Upload your policy samples, FAQ library, regulatory notes, endorsements. Aoibhe quotes from them by line. No hallucinated facts, no generic insurance copy — every claim links back to a document a broker actually wrote.
Saoirse Byrne
A fixed medical excess of €75 applies to any single claim[L142]. Pre-existing conditions carry an additional €150[L146].
Source · annual-travel-policy-2024.pdf · §4.2
Excess applies per insured person, per claim event. Fixed medical: €75. Pre-existing: €150 additional.
03—Act
She does the back-office work.
Verifies existing clients by masked match plus eircode and date of birth. Classifies uploaded documents with a confidence score — anything ambiguous routes to a broker for review. Books appointments inside your lead window. Emails the transcript to the client on request, and your brokerage inbox when an escalation needs a paper trail.
Tue 14 Mar · 14:00
Tuesday afternoon
no-claims-cert-axa.pdf
0.96
vrc-191D29481.jpg
0.89
prev-policy-bound.pdf
0.62
04—Handoff
Urgent issues route to a human. Instantly.
Claims with injury, complaints with regulatory exposure, distress signals, anything Aoibhe is uncertain about — escalated with structured context: what happened, what she collected, what she flagged, why. Every conversation closes with a broker task summary that can be acted on without re-reading the chat.
Storm damage with possible injury — escalated.
Client mentioned a fall during overnight storm.
Aoibhe stopped intake immediately. Confirmed safety. Routed to broker in 11 seconds.
Client
Conor Murphy
Type
Home claim
Property
Bray, Co. Wicklow
Policy
HM-2024-9912
“My wife slipped on the wet floor. She’s shaken but ok. The roof is the main worry.”
A serious AI for serious work
Hire Aoibhe before your competition does.
Built for independent and mid-market brokerages in Ireland and the UK. Onboarded in a week. Trained on your knowledge, not the open web. A 30-minute call is the whole sales process.