The operating system for modern brokers — built from the inside out by people who understand what brokers actually need.
Illustrative demo data
The industry's best people increasingly spend their time feeding software instead of serving clients.
One platform. One source of truth. One workflow — from prospect to placement.
Full pipeline discipline from first contact to bound policy — with AI assistance at every stage.
FCA-compliant complaints handling built in. DISP timelines, FOS pack generation, Consumer Duty audit trail.
Consumer Duty evidence built automatically as you work. MI reports generated at the click of a button.
AI drafts compelling risk narratives for market submissions and proposals — drawing on client data, field notes, and loss history automatically.
Weekly AI scans of FCA regulatory updates, market appetite shifts, and insurer changes — delivered to your dashboard before you need them.
AI scores every risk against your live insurer panel appetite — so you know which markets to approach before you pick up the phone.
Upload any policy schedule — AI extracts covers, limits, excesses and endorsements in seconds, ready for broker review.
AI assembles full risk proposals from your existing client data — pre-populating hundreds of fields from what you already know about the risk.
AI transcribes field visit notes, building inspection data, and asset recognition — 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 — automatically, in real time.
Consumer Duty evidence builds itself as you work.
Every module connected. Every action logged. Every document stored. No rekeying.
One record per deal, from first enquiry to bound policy, so there is a single version of the truth. Rapid risk capture and market submission for straightforward risks — in minutes, not hours.
Full proposal generation with comprehensive risk audit, AI narrative, and Consumer Duty evidence trail. Built from real insurer proposal forms.
Meeting intelligence, building inspection, and asset recognition — all from a mobile device. Field data flows directly into the platform.
Appetite scoring across your insurer panel instantly. Constant AI-powered regulatory and market intelligence delivered to your dashboard. A confidence score on each live deal shows which ones need attention.
90-day renewal workflow with Consumer Duty audit trail built in. Renewal intelligence shows which clients are at risk of leaving, and why, before the renewal date.
Give your Introducer Appointed Representatives their own branded enquiry portal. Referrals flow directly into your pipeline, tagged and tracked.
Set up and run a scheme with rating, authority limits and competency checks, and issue scheme documents. Launch a new product for a niche without a new system.
From first notification to settlement, in the same system as the policy. Straightforward claims are fast-tracked and complex ones routed for closer handling.
Clients see their own policies and documents. Underwriters see the risk information you choose to share. Fewer chasing emails in both directions.
BrokerOS was built by insurance professionals who have spent more than 20 years inside the industry — running operations, managing acquisitions, driving digital transformation — and who saw the same shortfalls everywhere.
We built the platform we always wished existed.
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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 — where he led global automotive strategy across revenues of circa £130m — through to founding AI Insurance Solutions Limited in 2023.
BrokerOS is his response to a problem observed throughout his career — 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.