AI-assisted renewal follow-up for an insurance broker
The broker had a live renewal-risk view and stopped relying on manual spreadsheet checks to chase revenue.
Blash AI is the artificial-intelligence division of Blash Advisory, a London-headquartered corporate finance and advisory firm building AI automation for insurance brokers across the UK, EMEA and the Far East.
Broking runs on renewals, market presentations and policy paperwork, with a duty to evidence each step. We take the re-keying and the chasing out of the renewal cycle and keep the file clean throughout.
Book an AI audit →Renewal tracking and chasing, intake and classification of policies and endorsements, and less re-keying between your broking system and insurer portals, with a clean audit trail.
Recommended build: Core Workflow Setup, with approval steps and audit trails built in. See the builds →
The broker had a live renewal-risk view and stopped relying on manual spreadsheet checks to chase revenue.
Staff found policy-backed answers faster with source traceability.
Yes, with the right controls. Approval steps, monitoring and audit trails are built in, so every automated step in the policy lifecycle can be evidenced to a regulator.
Yes. We connect to the broking platform and insurer portals you already use, and write clean records back instead of creating another system to maintain.
Claims notifications are captured with structured detail from the first message, so the handler starts with the facts rather than a raw inbox thread.
For a trades business the owner is usually the bottleneck on enquiries, and a missed call is a missed job. We answer every enquiry, qualify it, and book the next step.
In property the first agent to respond usually wins the instruction. We acknowledge every portal enquiry instantly, triage it, and route the viewing or valuation.
Accountancy runs on chasing, drafting and document handling. We remove the repetitive parts so fee-earners spend time on advice, not admin.
Recruitment loses hours to scheduling, follow-up and CRM admin. We automate the coordination so consultants spend time with candidates and clients.
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