Asks your insurers for quotes, checks each one against what the client asked for, chases insurers and clients until every file is complete, and drafts the record of advice for you to confirm.
A broker's quotes and admin clerk 1 system From $529 / month Up to 150 quote requests a month included
Shown in USD for convenience – you are billed in South African Rand. Prices are indicative of a typical engagement – volumes and the number of systems move them.
The whole job, in the order it happens – not a feature list.
You type what the client needs once; it emails every insurer you tick from your own mailbox, with a case number in the subject.
Each quote that arrives is read and checked against the request: the cover, car hire, excess and vehicle, and any condition the client did not ask for.
A missing or wrong quote is chased in the insurer's own email thread, in words that say what is wrong. A client who owes documents is chased too.
You compare them, choose one and say why; why each other one was not chosen is written from its checks.
The record of advice goes to the person you name to approve before it is sent to the client to sign.
Before a policy renews it asks the client what has changed and compares the renewal with last year.
What it does on its own, what waits for a named person, and what it never does. These are checked against the process it runs, not just written here.
A digital worker you cannot measure is one you cannot trust. Every run is logged, and the numbers below are reported without being asked for.
1 pre-built connection, ready on day one. Where a system publishes an API, the digital worker uses it directly from the cloud.
A broker portal you can only reach by signing in is driven through its own screens by the Automize bot on your machine. That is set up with you separately; hiring installs the cloud worker described here, which works through your Microsoft 365 mailbox.
This is the part a cloud-only tool cannot do. The Automize bot runs on your own machine, so anything a person can open, it can work in – the desktop accounting package, the bank portal, the supplier site with no integration.
The bot is installed where the work happens, so it can reach the systems that never got an API.
Keep passwords in the machine's own keychain, your AWS Secrets Manager, or our encrypted vault. You choose.
Client financial data is processed on your machine, and you choose what the bot sends. Our servers are in AWS Ireland.
Step-by-step logs, screenshots and timestamps for every run – and a record of who approved what.
Quoting one client properly is a day of emails: three insurers asked, two chased, one quote with the wrong excess sent back. The advice then waits on a record nobody has time to write.
