The operating system for modern brokers — built from the inside out.
Something is emerging.
The industry's best people increasingly spend their time feeding software instead of serving clients.
One platform. One source of truth. One workflow.
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 appetite 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, endorsements and key observations 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 and structures 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.
Every module connected. Every action logged. Every document stored. No rekeying.
Full new business pipeline from prospect to bound. Rapid risk data 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. Weekly AI-powered regulatory and market intelligence delivered to your dashboard.
90-day renewal workflow with Consumer Duty audit trail built in. No renewal falls through the cracks.
Give your Introducer Appointed Representatives their own branded enquiry portal. Referrals flow directly into your pipeline, tagged and tracked.
BrokerOS was built by insurance professionals who have spent 25 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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