01
Renewals slip
Manual renewal follow-up means some clients are contacted late, and some move to a competitor before you call.
Insurance · Brokers and agencies · from €2,500
AI agents for insurance brokers and agencies.
Renewals come due every day, clients send photos of documents at night, and every quote request needs the same details collected again. We build agents that remind, collect, file and chase, so your licensed people spend their time advising.
What can AI agents do for an insurance broker?
AI agents take over the administration around the policy: renewal reminders, collecting the details for a quote request, first notice of claim with documents and photos, extracting data from policy documents, and answering routine client questions. Recommendations and advice stay with your licensed staff, in line with the Insurance Distribution Directive. theagency47 builds them at a fixed price, from €2,500 for one agent.
theagency47 · Updated October 2026 The problem
Most of the week goes on paperwork, not advice.
02
Quote requests arrive incomplete
Every request starts with chasing the same missing details before you can ask the insurers for a price.
03
Claims start with chaos
Clients report a claim by phone, email and messages with photos, and someone has to assemble it into a file.
The agents
The agents brokers build first.
Each agent works from your portfolio data and your processes, in Greek and English.
Agent #1 · Most common first agent
Renewal agent
Contacts clients ahead of renewal, confirms or collects changed details, and books a call with the account handler when a review is needed.
- Timing you set per line of business
- Changes logged for the handler
- Lapsed-risk clients flagged
Agent #2
Quote intake agent
Collects everything needed for a quote (vehicle, property, cover wanted, history) through a guided conversation, so the handler starts with a complete file.
- Your intake checklists
- Complete files, fewer follow-ups
- Handler sends the quote
Agent #3
First notice of claim agent
Takes the claim report, collects photos and documents, checks completeness and creates the claim file for your claims handler.
- Available after hours
- Structured claim file
- Urgent cases escalated
Agent #4
Client service agent
Answers routine questions about cover, documents and payments from your policy information, and hands anything about advice or disputes to a person.
- Answers only from your data
- Advice goes to licensed staff
- Greek and English
Guardrails
Administration by agents. Advice by licensed people.
- No recommendations. Under the Insurance Distribution Directive, advice on which product suits a client stays with your licensed staff. The agent collects, informs and routes.
- Personal data under GDPR. Data processing agreement, minimal access per agent, logging of every action.
- Claims decisions stay human. The agent assembles the file; your handlers and the insurers decide.
- Clear disclosure. Clients know they are dealing with the agency’s digital assistant and can reach a person at any time.
How to start
Pick your starting scope.
Most brokers start with renewals, then add quote intake and claims.
14 days · one agent
Spark
€2,500
One agent, usually renewals, live in about 14 days.
30 days · three agents
Workforce Starter
€7,500
Renewals, quote intake and first notice of claim, working from one client record.
Multi-branch agencies
Workforce Pro
€15,000
Five agents covering renewals, new business intake, claims and client service across branches.
Model and messaging usage is billed at cost. Not sure which workflow to start with? The €297 AI audit scopes it and is credited toward any build within 30 days.
Related
Related engagements.
Document-heavy back office
Extracting data from policies, invoices and forms is often the fastest return. See the document processing agent.
Local visibility
Clients look for brokers locally and ask AI assistants for recommendations. Our sister consultancy search47 handles local SEO.
FAQ
Questions from insurance brokers.
Can the agent recommend policies?
No. Recommendations and advice stay with your licensed staff. The agent collects information, answers factual questions from your data and books time with a handler.
Does it work with my agency software?
It works with the systems your software exposes, through an API, exports or email. Where there is no integration, it prepares files for one-click entry. We confirm this in discovery.
Is client data safe?
We work under a data processing agreement, give each agent access only to what it needs, and log every action.
Which line of business should I start with?
Usually the one with the most renewals or the most incomplete quote requests, often motor or home. The €297 AI audit identifies the best starting point.
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