Do you hold security certifications?

We hold no ISO 27001 or SOC 2. For brokers and agencies that is rarely an obstacle; if it is for you, tell us early.

Do you automate assessing a claim?

No. We move documents, track deadlines and chase what is missing. Assessment belongs to the insurer and the loss adjuster.

Where an accessible interface exists, yes. Where not, we structure up to their edge and submission stays manual.

That is a fine starting point. We turn it into the source of truth rather than asking you to migrate before we start.

With renewals. They are the easiest to measure and the one place where the result shows in revenue within the first month.

Renewals stop slipping and claims files keep moving

A broker loses money in two quiet places: policies that lapse with nobody having called, and claims files waiting on one document.

Every policy has a tracked date, and outreach goes out in good time rather than on expiry day.

What is missing is requested from the client automatically, and deadlines to the insurer are tracked.

The request is structured from any channel, and the comparison goes out with nobody retyping details.

Screening becomes a step in the flow, with a record kept for inspection.

The first of the flows above, step by step. The rest follow the same pattern.

Compliance screening

1
1. Client details
Name, date of birth and country are taken from documents already received, with no re-entry.
- OCR
2
2. Querying the lists
Screening runs against the sources you already use — we connect to them rather than replace them.
- REST
- n8n
3
3. Scoring
Partial matches receive a score. Below threshold they pass; above it they go to a person.
- PostgreSQL
4. The human decision
Every flagged match is decided by a person, and the reason for the decision is recorded.
5
5. Re-screening
The client base is re-screened at the interval you set, and changes are flagged.
- n8n

A 70-employee catering group with two event venues

Deadline tracking and automatic chasing of missing documents run in production, in another sector.

Do you hold security certifications?: We hold no ISO 27001 or SOC 2. For brokers and agencies that is rarely an obstacle; if it is for you, tell us early.
Do you automate assessing a claim?: No. We move documents, track deadlines and chase what is missing. Assessment belongs to the insurer and the loss adjuster.
Do you connect to insurers' platforms?: Where an accessible interface exists, yes. Where not, we structure up to their edge and submission stays manual.
Our portfolio lives in a spreadsheet.: That is a fine starting point. We turn it into the source of truth rather than asking you to migrate before we start.
Where do we start?: With renewals. They are the easiest to measure and the one place where the result shows in revenue within the first month.