Industries / Insurance brokers
Insurance brokers
AI agents can take real weight out of a broking office: renewal preparation, submission drafting, policy summaries and claims chasing. We design and build them inside your own Microsoft 365 tenant, with client confidentiality and FCA record-keeping in view from the start.
FiveForward designs and builds AI agents for UK insurance brokers inside Microsoft 365, covering renewal preparation, submissions, policy document summaries and claims follow-up, so files move faster while placement decisions, advice and sign-off stay with the broker.
Broking work is heavy in exactly the areas AI agents for insurance brokers handle well: correspondence, chasing, summarising long documents and finding the right information across email, files and templates. Renewals, mid-term adjustments, market submissions and claims all leave a long email and document trail behind them, and much of that trail is repeatable work an agent can carry.
We start with the file, not the feature list. Discover and Design map the repeatable jobs around Outlook, Teams, Word and the documents brokers actually handle, then we build Copilot Studio agents in your own tenant for renewal preparation, intake and claims follow-up, with agreed review points on every agent. Where your firm wants to build for itself, we train a builder team to ship and maintain its own agents from the same roadmap.
The aim is not to hand placement decisions or advice to a tool. Agents assist brokers, they do not replace them. They cut the drafting, summarising and chasing time around each file, so brokers spend more of the day on clients and markets and less of it retyping what the file already says.
Our work follows the FiveForward Framework, a five-stage method covering Discover, Design, Enable, Automate and Embed.
Comparable builds
These examples come from related workflow patterns, and the sector label on each card is the real one, so you can see exactly where the parallel holds. We have not yet published a case study from this sector itself.
Worked example · Accountancy
An AI post room built for an accountancy firm: scanned letters read, matched to the right client and filed, with people handling only the exceptions. A broking office dealing with proposal forms, schedules and claims correspondence runs on the same document intake problem.
Read the related case studyWorked example · Property and professional services
A bespoke client and workload system for a property and professional services firm, surfaced inside Outlook where the team already worked. The pattern of keeping client records current from the inbox translates closely to renewal and claims tracking in a broking office.
Read the related case studyBroking workflows
A useful agent programme in a broking firm is built around the file: renewals, submissions, mid-term changes and claims. These are the workflows agents and Copilot usually take weight out of first.
An agent assembles the file summary, expiring terms and open queries before the broker starts, then drafts renewal invitations, chasers and confirmations so the broker checks cover detail and tone rather than typing each one from scratch.
Assemble market presentations from proposal forms, file notes and previous placements, leaving the broker to sharpen the risk story before it goes to market.
Summarise wordings, schedules and endorsements before client calls, with the source document still the reference for any statement about cover.
Keep clients informed through a claim with drafted updates and chasers for review, and turn insurer responses into clear next steps for the file.
Turn calls and meetings into consistent file notes quickly, so the client record stays complete without the write-up eating the afternoon.
An agent answers questions from procedures, wordings guidance, templates and previous placements across SharePoint, so the answer no longer depends on the longest-serving person in the office.
Jobs for agents and automation
Risks to manage
Where agents fit
Agents earn a place in broking once a task is repeatable, the source material is controlled and the output is treated as preparation for a broker, not a decision about cover. That test comes out of Discover and Design: which jobs around the file repeat, which documents can be trusted as sources and who owns the review point on each agent.
The practical territory is renewal preparation, guided intake for new enquiries, claims follow-up and internal knowledge. Placement decisions, advice on cover and anything a client relies on keep a named person responsible.
Everything runs inside your own Microsoft 365 tenant. Agents inherit the permissions the firm already manages, data stays inside the Microsoft 365 service boundary and the broking system keeps its place as the system of record.
A renewal preparation agent that assembles the file summary, expiring terms and open queries before the broker starts
A new-enquiry intake agent that gathers risk information and prepares a structured handover
A claims follow-up agent that drafts chasers and status updates for review before they are sent
An internal knowledge agent for procedures, wordings guidance and templates
Related routes
The £1,500 fixed first stage. Discover and Design together map the file work and end with prioritised agent use cases and a costed roadmap.
Live build sessions from £850 that end with a working first agent built and running in your tenant, sized by the roadmap.
The automation layer around agents: approvals, chasers and filing that move the file forward without retyping.
How a firm goes from a first workflow map to agents running in its own tenant, stage by stage.
Common questions
The agents we build run inside your own Microsoft 365 tenant and inherit the permissions you already have, so an agent can only see what the person using it can see. Data stays inside the Microsoft 365 service boundary and is not used to train models. Broking files hold sensitive client and claims information, so permissions hygiene is checked during Discover before any agent is grounded in your files.
Yes. An agent can summarise wordings, schedules and endorsements and pull out the points worth checking before a client call. The summary is preparation, not the policy. Any statement to a client about cover is checked against the document itself, and that review point is built into the agent's design.
Renewal preparation is usually the strongest candidate: an agent that assembles the file summary, expiring terms and open queries before the broker starts. New-enquiry intake, claims chasers drafted for review and an internal knowledge agent for procedures and wordings guidance follow close behind. Discover and Design confirm the order for your firm, based on frequency, source data and who owns each task.
Agents are strongest across Outlook, Teams, Word and SharePoint, which is where most of the correspondence and document work around a broking system already happens. Where the system has a usable connection, Power Automate can move data between it and Microsoft 365, and we are honest at Design about what each platform can and cannot reach before any price is fixed.
They can make file notes, call summaries and claims correspondence quicker to produce and more consistent, which supports the client record. Retention and data settings sit in Microsoft 365, and responsibility for compliance stays with the firm. An agent is an aid to the record, never a substitute for it.
No. Agents take on the repeatable preparation around the file: assembling summaries, drafting correspondence and chasing. Placement decisions, advice on cover and anything a client relies on keep a named person responsible, with agreed review points on every agent before its output goes anywhere.
The first paid step is Discover at £1,500 fixed, which covers Discover and Design together and is priced for organisations up to around 50 staff, with larger firms scoped individually on the free consultation with the same credit terms. The fee is credited back in full once follow-on spend passes £3,500 before VAT within 90 days of the roadmap. Scoped agent builds are typically £5,000 to £15,000 depending on the number of agents, the systems they connect to and the state of the source data, fixed at Design before work begins. Ongoing support through Embed runs from £750 a month with a three month minimum.
Yes. One route from Design is a build-with-you programme at £3,950 fixed: your team ships its first agents and automations from the roadmap with us alongside, over two delivery days with two build reviews and 90 days of async support answered within 2 working days. Agent workshops also run from £850 and end with a working first agent built and running in your tenant. A first declarative agent takes about 15 minutes to build in a workshop. Where a firm also wants end user Copilot adoption training, that is arranged through our training partner.
Book the free 30 minute consultation. There is no pitch and no obligation, and one path for everyone. Discover and Design then map the file work worth improving and end with a workflow map, prioritised agent use cases and a costed roadmap, played back in a session of about an hour where you pick the route and the price is fixed. Most scoped builds take two to six weeks from Design sign-off.
Recommended starting point
Custom agents grounded in the right knowledge and built for defined jobs, in your own tenant.
Most firms start with Discover, a fixed-fee first step that maps your workflows and finds the agent opportunities before any build. Details are on the pricing page.
Other industry pages
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