AI agents for insurance brokers. Extract, compare and structure data across policies, endorsements and market submissions — so your team spends time advising clients, not reading documents.
Insurance brokers compare policies, negotiate terms and manage renewals across multiple carriers, relying on policy documents, endorsements and market submissions to advise clients and place the right coverage.
Built for brokers placing coverage across complex commercial accounts.
Brokers manually extract coverage terms, compare carrier options and track renewal dates across large client books. That volume limits the time available for client-facing work and increases the risk of missed renewals.
Designed to work for your
In numbers
FAQs
What types of documents can V7 process for insurance brokers?
V7 agents process the full range of documents brokers work with — policy wordings, endorsements, carrier quotes, market submissions, loss summaries and renewal packs — in PDF, Excel or slide format. Every extracted data point is cited back to its source so the team can verify outputs without returning to the original document. Learn more about V7 agents.
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How does V7 help brokers compare carrier quotes and policy terms?
V7 agents extract coverage terms, exclusions, limits and premiums from multiple carrier quotes and structure them into a side-by-side comparison, removing the manual work of reading through each policy individually. Wording discrepancies and coverage gaps are flagged automatically so brokers can focus on advising rather than document handling. See the full agent capabilities.
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Can V7 help manage renewals across a large client book?
V7 agents extract renewal dates, expiring terms and coverage details across an entire client book, flagging accounts due for renewal and surfacing changes that warrant re-marketing. This makes it practical to manage a high volume of renewals consistently without accounts slipping through the cracks.
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How does V7 support client-facing advisory work?
V7 agents can draft client-facing outputs — coverage summaries, stewardship reports, renewal recommendations — directly from source documents, reducing the preparation time that typically sits with account executives before client meetings. Outputs are fully cited so the team can review and customise before sending. See examples in our customer stories.
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How does V7 handle sensitive client and policy data?
V7 is designed for environments where client data confidentiality is non-negotiable, with deployment options that keep sensitive policy and client information within your organisation's controlled infrastructure. The platform includes enterprise-grade access controls and audit logs across all agent activity.
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Does V7 work across different lines of business?
V7 agents are document-agnostic and work across all lines — property, casualty, professional liability, health, marine and specialty. The same agent framework adapts to the policy structures and document types specific to each line of business.
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