Ask more from your submissions.

AI reads the SOA, fills the form, suggests the cross-sell. You bind.

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Free for brokers. Built on a human-in-the-loop underwriting team.
📎 Acme_SOA.pdf · 3 MB

Statement of Advice

  • Client: Acme Pty Ltd
  • ABN: 12 345 678 901
  • Annual revenue: $4.2M
  • Industry: Technology
  • State: NSW

Coverage sought

  • Professional Indemnity
  • Limit: $2M / $4M
Quote: Acme Pty Ltd ✦
Insured
Acme Pty Ltd
ABN
12 345 678 901
Revenue
$4.2M ✨
Industry
Technology ✨
Limit
$2M / $4M ✨
State
NSW ✨
Indicative: $1,840
AFSL 123456 Australian-owned Microsoft SSO
What the AI actually does

No chatbots. No "powered by GPT" stickers.

Just six things, done well.

📥
Extract
Pull data from SOAs, broker emails, prior policies — into the right fields.
Revenue: $4.2M
ABN: 12 345 678 901
Industry: Technology
🏷
Classify
Tag every email automatically: quote, enquiry, endorsement request, NTU, bind.
Re: Acme PI quote Quote
SOA attached Enquiry
Confirming bind Bind
💡
Suggest
Recommend endorsements, subjectivities, and cross-sell opportunities per risk.
Cyber gap detected
Add D&O
Endorse: data-breach
📝
Summarise
Generate a one-paragraph broker brief from any email thread or document set.
→ 3-bullet summary
⚡
Quote
Pre-fill the form, calculate the premium, surface what the UW will ask.
Limit: $2M / $4M ✨
Premium: $1,840
📊
Analyse
Answer any portfolio question in plain English. Renewal trends, bind times, postcode hotspots.

The submission, parsed.

Drop the SOA. The form fills itself. You check it, refine, and bind.

Before
📎 Acme_SOA.pdf · 3 MB

Statement of Advice

  • Client: Acme Pty Ltd
  • ABN: 12 345 678 901
  • Annual revenue: $4.2M
  • Industry: Technology
  • State: NSW

Coverage sought

  • Professional Indemnity
  • Limit: $2M / $4M
Quote: Acme Pty Ltd ✦
Insured
Acme Pty Ltd
ABN
12 345 678 901
Revenue
$4.2M ✨
Industry
Technology ✨
Limit
$2M / $4M ✨
State
NSW ✨
Indicative: $1,840
A 3 MB Statement of Advice in your inbox.
After
(Parsed result shown on the right of the diptych.)
Every field — ABN, revenue, industry, limit — populated and ready for review.

Where the AI shows up.

Agent UI
An AI assistant pill on every page. Ask anything about the client, the policy, or the next step.
FTA Broker Portal Acme Pty Ltd ▾ SG
◀ New Quote — Professional Indemnity
Acme Pty Ltd
$4,200,000
$2M / $4M ▾
Indicative premium: $1,840
✦ Ask
Iris reports
Plain-English analytics on your whole portfolio. Renewal trends. Bind times. Postcode hotspots.
Iris  /  Renewal rate by postcode
Question:
"What's our PI renewal rate by postcode in the last quarter?"
92%
2000
88%
3000
81%
4000
76%
5000
71%
6000
✦ Insight
Renewal rate drops 8% west of postcode 4000. Worth a closer look.
💬 Comments (2)
SG · 2h ago
Christian — is the 6000 dip seasonal or structural?
Cross-sell
AI flags coverage gaps the moment you open a client. Indicative quote one click away.
Client  /  Acme Pty Ltd
ABN
12 345 678 901
Industry
Technology
State
NSW
Revenue
$4.2M
Employees
42
Owner
Sam Garling
Active policies
  • ✓ Professional Indemnity $1,840 exp 12 Jun 27
  • ✓ General Liability $2,300 exp 12 Jun 27
  • ✓ Management Liability $1,210 exp 12 Jun 27
✦ Gap detected — Cyber
42 employees · NSW tech firm · no cyber cover. Average bind premium for similar clients: $1,400/yr.
I asked Iris our renewal rate by postcode and had a chart in three seconds. That used to be a Friday afternoon job.
Mark Underwriter
Principal, Example Brokers Pty Ltd

About the AI.

Frequently asked — AI
Which AI model do you use?
We use Claude and other frontier models behind the scenes. We don't badge any specific provider — what matters is the output is reviewed by our underwriters before any bind.
Is my client data sent to third-party AI providers?
Yes, with safeguards. Submission text and documents are sent to our AI provider over an encrypted, no-train enterprise contract. The provider does not train on our data. Full retention details on request.
Can I turn the AI off?
Yes. The AI assistant pill can be hidden, smart pre-fill is optional, and Iris is opt-in. Every AI-assisted field is editable.
Who reviews AI output?
For any binding decision, an FTA underwriter does. For drafting and pre-fill, you do — every AI suggestion is shown clearly and is editable before submission.
Is there an audit log?
Yes. Every AI suggestion, accepted or rejected, is logged against the quote record. You can export it for your compliance file.

Free, AFSL-verified, 1 business day.

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