Renewals that take days. Claims coordination across carriers. Lapsed clients lost to competitors. StitchAI automates the operational grind so your team focuses on relationships.
Policy renewals consume 3+ days of manual work every month, with data spread across carrier emails, CRMs, and spreadsheets.
Important customer enquiries sit unread while staff wade through routine carrier notifications and acknowledgements.
Win-back opportunities fall through the cracks because operational work crowds out proactive outreach.
Regulatory documentation and record-keeping across disconnected systems drains hours from client-facing work.
Staff can't quickly access policy history, prior communications, or pending issues when a client calls.
From first enquiry through to annual renewal — AI agents handle every operational step so your team focuses on client relationships.
Categorises and routes renewals, customer enquiries, carrier updates, and broker messages. Team starts every day with a clean, organised inbox.
Extracts renewal data from carrier emails regardless of format, validates against CRM, generates documents, updates records, queues communications.
Lodgements tracked, carrier follow-ups scheduled, clients kept informed at every stage without manual intervention.
Every interaction across all carriers and channels in one timeline. Complete context for every team member, every time.
Monitors lapsed policies and triggers personalised re-engagement campaigns at strategic intervals. Revenue that walked away, systematically recaptured.
Renewal rates, lapse rates, pipeline value, and customer satisfaction. Trends and issues identified immediately.
No rip-and-replace. StitchAI sits over your existing tools and connects the workflows between them.
See your brokerage through AI eyes. Book a 20-minute demo and we'll map your workflows to our agent framework — no obligation, no pitch deck.