Insurance Brokerage
Insurance Brokerage
Manual policy review slows placements and loses renewals
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.
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Constance Freedman
Founder and Managing Partner
Moderne Ventures
For roles like
Automating the insurance brokerage workflow
From market placement to renewal management, V7 agents handle the document-heavy steps across the brokerage lifecycle.
Market placement
Client advisory
Policy comparison
Renewal management
Relationship management
Submission drafting
Market appetite matching
Carrier quote extraction
Coverage gap analysis
Placement documentation
Home
Broker Rev Grid
Build
Review
Workflow
Export
Share
Revenue Metric
Clauses
Clauses
Clauses
1
2
3
4
5
6
7
8
9
10
11
12
13
Policy Premium
Broker Comm %
Client Retention
New Policies
Cross Sell Rate
Policy Churn
Avg Policy Size
Renewal Rate
Client LTV
Broker Revenue
Pipeline Size
Close Ratio
Client Count
2400000
12.5
91.6
420
18.4
8.2
5800
86.3
72000
12500000
4300000
34.6
640
Policy Ledger
Commission Report
Client Report
Sales Report
Cross Sell Report
Retention Report
Policy Analytics
Renewal Report
Client Value Report
Revenue Report
Sales Pipeline
Sales Analytics
Client Base
Premium growth strong
Commission stable
Retention excellent
New policy momentum
Cross sell weak
Churn manageable
Policy size large
Renewals strong
Client value rising
Broker revenue strong
Pipeline healthy
Close rate moderate
Client base expanding
Market placement
Client advisory
Policy comparison
Renewal management
Relationship management
Submission drafting
Market appetite matching
Carrier quote extraction
Coverage gap analysis
Placement documentation
Home
Broker Rev Grid
Revenue Metric
Clauses
1
2
3
4
5
6
7
8
9
10
11
12
13
Policy Premium
Broker Comm %
Client Retention
New Policies
Cross Sell Rate
Policy Churn
Avg Policy Size
Renewal Rate
Client LTV
Broker Revenue
Pipeline Size
Close Ratio
Client Count
Premium growth strong
Commission stable
Retention excellent
New policy momentum
Cross sell weak
Churn manageable
Policy size large
Renewals strong
Client value rising
Broker revenue strong
Pipeline healthy
Close rate moderate
Client base expanding
Precision AI
AI for multi-billion dollar workflows
V7 built the Operating System for financial decisions. A new standard for institutional intelligence built for high-stakes financial decisions.
Precision AI
AI for multi-billion dollar workflows
V7 built the Operating System for financial decisions. A new standard for institutional intelligence built for high-stakes financial decisions.
Precision AI
AI for multi-billion dollar workflows
V7 built the Operating System for financial decisions. A new standard for institutional intelligence built for high-stakes financial decisions.
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Have questions?
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.
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.
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.
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.
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.
Have questions?
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.
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.
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.
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.
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.
Have questions?
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.
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.
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.
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.
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.