Sector · Insurance brokerage

AI in brokerage and insurance: getting your files out of the spreadsheets

“Your client files are asleep in spreadsheets. Your competitor processes them automatically.” A broker’s trade is built on relationships and responsiveness — not on re-keying data. We equip brokerage firms so that client follow-up, accounting and compliance run without friction.

Your realities

What costs you time.

Manual client follow-up — Every contract, every renewal date, every amendment lives in a different file. The broker knows the clients by heart — but nothing is structured, nothing alerts, and a renewal can slip through for lack of a reminder.
Scattered accounting — Between Pennylane on one side, Modulr on the other, and exports that don’t talk to each other, the firm’s financial picture is rebuilt by hand every month. Reconciliation becomes a recurring chore instead of an automatic flow.
ACPR compliance — The regulatory obligations of brokerage demand files that are kept, traced, justifiable. When everything is scattered, preparing for an inspection — or simply staying compliant — takes a disproportionate amount of time.
Reporting — How many contracts in force, what revenue per insurer, what profitability per client type? Without consolidation, these simple questions take hours of spreadsheet work — and the answers arrive too late to matter.
Follow-ups — Prospects never called back, clients not contacted at renewal, missing documents never chased: every forgotten follow-up is revenue evaporating or a compliance risk settling in.

What we deploy · 1

A custom brokerage CRM..

Not a generic CRM bent to fit the trade: a tool built around your contracts, your insurers, your renewal dates and your obligations. Fully custom, like everything we deliver — because a generic solution is half a solution.

1/3

module deployed

Calibrated on your activity, plugged into your tools.

What we deploy · 2

Pennylane automation..

Connecting your accounting to your real flows: that’s the job of our Accounting & Finance Agent — accounting data processing, anomaly detection, summary generation, ERP/Pennylane integration. Reporting stops being a manual exercise.

2/3

module deployed

Calibrated on your activity, plugged into your tools.

What we deploy · 3

Document generation..

Letters, certificates, file paperwork: produced automatically from your data, in your formats. On the regulatory side, the Legal Agent (drafting and analysis of contractual documents, regulatory watch, compliance assistance) supports the firm. And for the sales pipeline, the Sales Agent structures qualification, proposals and follow-up.

3/3

module deployed

Calibrated on your activity, plugged into your tools.

The proof, in your trade

A brokerage firm put back in order..

The context

An insurance brokerage firm with accounting and client follow-up scattered across several tools, and ACPR obligations to meet.

What we did

An engagement on three fronts: producing the 2025 financial statements, integrating HubSpot and Pennylane to unify sales and accounting, and bringing the firm into ACPR compliance.

The result

A firm whose accounting and client data are integrated and usable, and whose regulatory compliance is handled. Referenced in our portfolio (Pennylane · HubSpot · Accounting) — presented anonymously, like all our cases.

Read the full case →

In short

« In insurance brokerage, AI serves first to structure what lives in spreadsheets: contract and renewal tracking, accounting reconciliation, client follow-ups and preparation of the documents expected under ACPR compliance. Connected to the firm’s existing tools (CRM, accounting), it turns scattered files into traceable, usable data. »

Your trade, your reality

Let’s talk.

Tell us where you stand — we’ll tell you honestly whether we can help. Reply within 24 hours.

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