Renewal and document intake
Insurance brokerage workflow audit for renewals, document intake, and client follow-up
Make renewal dates, applications, certificates, client documents, carrier questions, follow-up emails, and account-manager tasks easier to track before deadlines pile up.
From CAD 6,500 · fixed before we start · 10 business days · 6 deliverables
How the sprint works →Built by Duncan Anderson, an AI engineer and data scientist who builds practical automation around real operating workflows.
What usually breaks
Where insurance brokerages lose time or revenue
The first audit is deliberately narrow. We identify the repeatable workflow, the owner, the inputs, the status points, and the places where a small automation would actually survive daily use.
- Renewal lists require manual spreadsheet cleanup.
- Client document status is buried in emails and PDFs.
- Carrier follow-up and client follow-up are hard to distinguish.
- Certificate and endorsement requests interrupt deeper account work.
Readiness Sprint
A fixed first step before any larger automation build
Before anyone builds, we map one costly workflow end to end, decide what AI should draft and what people must approve, and write the pilot brief. You keep every document whether or not we build together.
- From CAD 6,500, fixed before we start
- 10 business days
- 50% to start, 50% at readout
- English or French
Six things you keep
Workflow map
Current state end to end: steps, handoffs, systems, volumes and where time goes.
Intake and status schema
The fields and states a system would read and write, agreed with the people who do the work.
Exception taxonomy and decision rights
What goes wrong, how often, and who is allowed to decide each case.
Review-first prototype spec
Exactly what AI drafts, what a person approves, and what is never automated.
Pilot and measurement brief
Scope, baseline, success metric, stop conditions and a fixed-fee build quote.
Executive readout
Findings and a clear build / don't-build recommendation, with one round of revisions.
Offer path
Document Intake and Review Workflow
An intake queue with missing-info checks, summaries, classifications, status, and a human approval step before records change.
First build could be
A small workflow your team can review
Renewal status tracker that turns AMS exports and emails into a working queue.
Not this
Clear scope boundary
This supports renewal and document admin, not coverage advice or underwriting decisions.
Workflow map
The audit follows the real work, not a generic AI checklist
The audit targets operational admin and follow-up, not coverage advice or underwriting decisions.
Renewal pipeline by account, line of business, deadline, carrier, application status, and missing documents.
Client follow-up queue with requested items, due date, owner, and last touch.
Certificate/endorsement request intake, routing, completion, and client notification.
Account-manager dashboard for renewal risk, stalled applications, and overdue client items.
Automation candidates
Likely first builds
The right first build is usually small, specific, and close to revenue or deadline pressure.
Renewal status tracker that turns AMS exports and emails into a working queue.
Client missing-document follow-up drafts grouped by account.
Certificate request intake and routing workflow.
Carrier/client question summarization for account-manager review.
Audit output
What you get back
The goal is a decision-ready plan: what to automate first, what to keep manual, and what data or tool connection is needed.
- A renewal and document-intake workflow map.
- A missing-info taxonomy for applications, supplements, certificates, and carrier questions.
- A follow-up queue structure for client and carrier tasks.
- A first automation plan that works around the existing AMS/CRM.
Request a fit review
Send the workflow that is costing time, deals, or deadline confidence
Specifics help. Include the tools involved, how the work arrives, who owns it, where status gets lost, and what would count as a useful win.
What happens next
I review every workflow personally and usually reply within two business days. If there is a fit, the next paid step is the AI Readiness Sprint.
From CAD 6,500 · fixed before we start · 10 business days · 6 deliverables
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