AI Automation for Insurance
Quotes gathered, renewals chased, claims guided: without the admin drag.
Brokers rekey the same client data into multiple insurer portals for every quote, renewals slip through inboxes, and claims updates mean chasing insurers by phone while the client chases you.
Oido agents collect structured client information once, prepare quote submissions across your markets, run the renewal calendar with automatic outreach, and keep clients updated on claim status.
Your brokers advise and close, while the rekeying and chasing run themselves.
What you can automate
- Collect client and risk information once, structured for every insurer submission.
- Run the renewal book: notify, gather updates, prepare terms ahead of expiry.
- Keep clients informed on claims with updates pulled from insurer correspondence.
- File and index policy documents automatically as they arrive.
Broking runs on the same information typed many times: into the CRM, into insurer portals, into the renewal letter. Oido captures it once and moves it everywhere it needs to go, and keeps the calendar honest.
One intake, many markets
The agent gathers the client's details and risk information in a structured conversation, then prepares submissions for the markets you choose. Rekeying disappears; the broker reviews and sends.
Renewals that never slip
The renewal book becomes a live process: the agent contacts clients ahead of expiry, collects changes, flags altered risk, and assembles what the broker needs to negotiate terms. No renewal waits for someone to remember it.
Claims without the phone tag
The agent tracks correspondence, extracts status changes, and updates the client proactively. When the insurer goes quiet, it chases. When the client is distressed or the claim is contested, a person takes over with the full history in front of them.
Built with your agency, compliant by design
We build around your markets, your compliance requirements and your systems, and operate the automation with your team. You own your hosting and client data, with 24/7 support.
Questions we get asked
Can it stop us rekeying the same client data into every insurer portal?
That is the core case. The client details are captured once and entered into each portal, including older ones with no integration, where an agent works the interface the way a person would. Brokers get the quotes without the retyping.
Can it manage renewals?
It tracks what is coming up, prepares the renewal pack, contacts the client on schedule, and escalates the ones that go quiet. Renewals slipping through an inbox is lost revenue, and it is entirely preventable.
What about claims updates?
It chases insurers for status and keeps the client informed, so nobody is waiting on a phone call for information that already exists. Coverage decisions and anything contentious stay with your people.