AI can help insurance brokers reduce the time spent on repetitive administrative work while making important information easier to find and act on.

Depending on how it is used, an AI insurance assistant can help brokers:

• Summarise client and insurer correspondence

• Review documents for claims, quotes or new business

• Draft renewal, quotation and claims communications

• Identify outstanding information and next steps

• Compare insurer terms and policy information

• Highlight important client responses

• Prepare internal file notes and task summaries

• Turn lengthy documents into clear, practical information with page references

The goal is not to replace the broker. It is to give brokers more time to provide advice, build relationships and manage complex insurance risks.

Yes. Broker Buddy is designed for the terminology, workflows and communication requirements of insurance brokers operating in Australia and New Zealand. Referencing to legislation and other specific requirments in the respective country.

Insurance Broking involves specialised language, policy structures and professional responsibilities that are not always understood by general AI platforms.

Broker Buddy is designed to support the practical work performed by brokers, account managers, assistants, claims teams and broking business owners.

Broker Buddy can work within Microsoft Outlook and the Microsoft 365 environment, allowing brokers to use AI without constantly moving between separate platforms.

Users can interact with Broker Buddy through familiar workplace tools and can send or assign information for review using email-based workflows. This makes it easier to introduce AI into an existing broking business without requiring staff to completely change the way they work.

Broker Buddy is designed to reduce the need for separate systems and additional logins. By integrating with Microsoft 365 and Outlook workflows, brokers can access AI assistance through tools they already use throughout the day.

This can improve staff adoption and make Broker Buddy more practical for busy broking teams that already manage multiple insurer portals, broking platforms and client communication channels.

Broker Buddy can assist with reviewing and summarising insurer quotations, policy documents and coverage information. It can help identify important differences, exclusions, conditions, excesses, limits and outstanding requirements for further review.

However, Broker Buddy does not replace a broker’s professional judgement. Insurance documents should always be reviewed by an appropriately qualified broker before advice is provided or coverage is confirmed to a client.

Yes. Insurance renewal management is one of the areas where AI can provide significant administrative support.

Broker Buddy can help organise renewal information, summarise previous correspondence, identify missing client information, prepare draft renewal communications and highlight matters that may require a broker’s attention.

This can help broking teams begin the renewal process earlier, maintain more consistent communication and reduce the risk of important information being overlooked.

Broker Buddy can help highlight client responses, insurer terms, outstanding questions and other information that may require action.

For example, it may help identify when a client has provided updated business activities, declared asset values, claims information or other details that should be reviewed before renewal or placement.

This gives brokers a clearer view of what has changed and where human attention is required.

Yes. Broker Buddy can support individual brokers, authorised representatives, small brokerages and larger broking teams.

For smaller businesses, AI can help reduce the administrative pressure placed on business owners and senior brokers. For larger teams, it can support more consistent processes, improve information handling and help staff manage higher volumes of correspondence and documentation.

The way Broker Buddy is implemented can be adapted to the size, structure and workflow of the brokerage.

AI is unlikely to replace the relationship, judgement and advocacy provided by an experienced insurance broker.

Insurance broking often requires an understanding of a client’s circumstances, negotiation with insurers, interpretation of policy coverage and support during difficult claims. These responsibilities require human experience and professional judgement.

Broker Buddy is designed to support brokers rather than replace them. By reducing repetitive work and making information easier to manage, AI can give brokers more time to focus on advice, client relationships and complex insurance decisions.

Pricing options are listed in our ‘Platform’ page, with varying options depending on your anticipated usage and requirements. Broker Buddy can scale with you.

All you need to do is click the ‘Try it now’ button at the top of the page and you’ll be taken to the simple sign-up page on the app.