AI-Native Broker Technology

Insurance broking
is evolving

The operating system for modern brokers β€” built from the inside out by people who understand what brokers actually need.

AI at the core
FCA compliant
Built for brokers
BrokerOS dashboard

Every year gets harder

The industry's best people increasingly spend their time feeding software instead of serving clients.

London financial district
  • πŸ“‹
    More regulation Consumer Duty, DISP, FCA reporting β€” compliance burden growing year on year
  • πŸ’»
    More systems Each doing one thing, none talking to each other, all needing separate logins
  • ⌨️
    More administration The same data rekeyed into multiple platforms before a policy is even placed
  • πŸ“Š
    More reporting MI, audits, Consumer Duty evidence β€” all compiled manually from disparate sources
  • ⏱️
    Less time with customers The one activity that actually drives revenue and retention

Hidden friction everywhere

01
A broker receives an enquiry
02
Information is rekeyed into a management system
03
Documents uploaded to multiple platforms
04
Compliance checks performed manually
05
Reports created for management and regulators
06
Insurer portals updated individually
07
Management information compiled from multiple sources
The same data moves through multiple systems before a policy is even placed. The broker's expertise β€” their real value β€” gets buried under process.
60%
of broker time spent on administration, not client service
7+
systems the average broker interacts with daily
3Γ—
the same data rekeyed across platforms per policy

Imagine one operating system

One platform. One source of truth. One workflow β€” from prospect to placement.

🎯

Prospect to placement

Full pipeline discipline from first contact to bound policy β€” with AI assistance at every stage.

βš–οΈ

Complaint to resolution

FCA-compliant complaints handling built in. DISP timelines, FOS pack generation, Consumer Duty audit trail.

πŸ“

Compliance to reporting

Consumer Duty evidence built automatically as you work. MI reports generated at the click of a button.

Not AI bolted on.
AI built in.

🧠

Risk narrative generation

AI drafts compelling risk narratives for market submissions and proposals β€” drawing on client data, field notes, and loss history automatically.

πŸ“‘

Pulse intelligence

Weekly AI scans of FCA regulatory updates, market appetite shifts, and insurer changes β€” delivered to your dashboard before you need them.

🎯

Appetite scoring

AI scores every risk against your live insurer panel appetite β€” so you know which markets to approach before you pick up the phone.

πŸ“‹

Schedule extraction

Upload any policy schedule β€” AI extracts covers, limits, excesses and endorsements in seconds, ready for broker review.

πŸ“Š

Proposal assembly

AI assembles full risk proposals from your existing client data β€” pre-populating hundreds of fields from what you already know about the risk.

🏒

Field intelligence

AI transcribes field visit notes, building inspection data, and asset recognition β€” converting field activity into structured risk data.

Every workflow in BrokerOS has AI embedded. Not as a chatbot. Not as a summary tool. As the operating layer that turns broker activity into structured intelligence β€” automatically, in real time.

Built around how brokers actually work

Every module connected. Every action logged. Every document stored. No rekeying.

New business

Pipeline & Fast Track

Full new business pipeline from prospect to bound. Rapid risk data capture and market submission for straightforward risks β€” in minutes, not hours.

Complex risks

Pro Track proposals

Full proposal generation with comprehensive risk audit, AI narrative, and Consumer Duty evidence trail. Built from real insurer proposal forms.

Field broking

Field App

Meeting intelligence, building inspection, and asset recognition β€” all from a mobile device. Field data flows directly into the platform.

Market intelligence

Find Markets & Pulse

Appetite scoring across your insurer panel instantly. Constant AI-powered regulatory and market intelligence delivered to your dashboard.

Retention

Renewals

90-day renewal workflow with Consumer Duty audit trail built in. No renewal falls through the cracks.

Distribution

Introducer Portal

Give your Introducer Appointed Representatives their own branded enquiry portal. Referrals flow directly into your pipeline, tagged and tracked.

Not another broker management system

Not another compliance tool.
Not another AI chatbot.

Something designed around how brokers actually work.
brokerOS
Broker technology built from the inside out

See BrokerOS in action

Built by operators.
Designed for brokers.

BrokerOS was built by insurance professionals who have spent 25 years inside the industry β€” running operations, managing acquisitions, driving digital transformation β€” and who saw the same shortfalls everywhere.

We built the platform we always wished existed.

  • Live demonstration of the full platform
  • Tailored to your business model and book size
  • No obligation, no sales pressure
  • Typically 45 minutes via video call

Request a demonstration

We'll be in touch within one business day.

Built by someone who has been inside

Andrew Peet

Andrew Peet is an insurance industry executive with over 20 years of experience across P&C claims, digital transformation, and international business development. He holds an MBA from Cranfield University School of Management and has operated at board level across the UK, Europe, North America, and Asia Pacific.

His career spans senior roles at Innovation Group plc β€” where he led global automotive strategy across revenues of circa Β£130m β€” through to founding AI Insurance Solutions Limited in 2023.

BrokerOS is his response to a problem observed throughout his career β€” that brokers spend more time feeding systems than serving clients. Built on 20 years of operational insight, it is broker technology designed from the inside out.