A renewal desk that never misses an expiry
A Dubai brokerage ran 1,400 motor and medical renewals a year from a spreadsheet, and compared insurer quotes by copy and paste. The renewal desk reads every policy, contacts clients on time, and prepares quotes for the broker to approve.
Where the work was stuck.
Renewals lived in one spreadsheet that only one handler fully trusted. Reminders went out when someone remembered, and clients often heard from a competitor first.
Each comparison quote meant logging into three insurer portals and retyping the same details. The rest of the day went on answering the same status questions on WhatsApp.
Three agents, one desk.
Renewal Desk
Reads every policy schedule into one expiry calendar and contacts clients on WhatsApp 60 days out for updated details.
Built from: Document Intelligence, Ops AutopilotQuote Prep
Assembles the comparison from insurer responses into the brokerage's own format, ready for the broker to check.
Built from: Document IntelligencePolicy Status Agent
Answers "is my policy active" and resends certificates on WhatsApp, in Arabic or English.
Built from: Front Desk, Company Memory
The boundaries, in writing.
Every action sits in one of three columns before the build starts. Actions move left only after a clean record in review mode.
- Expiry tracking
- Requests for updated details
- Certificate resends
- Every quote sent to a client
- Any message about premiums
- Binding cover
- Changing a premium
- Accepting a claim
What the team sees each day.
The same view the owner opens every morning: what ran, what it handled alone, and what is waiting on a decision.
- ReadsPolicy schedules and CRM, read only
- Acts aloneExpiry tracking, detail requests, quote drafts
- StopsBinding cover or changing a premium
- ApprovalBroker signs off on every quote sent
What this install commits to.
Figures on this page are illustrative targets. Real targets come from your own baseline during mapping.