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Insurance brokerage automation for submissions, renewals and policy checking

A broker spends the day moving the same facts between emails, carrier portals and the agency management system. Falnor builds a system on the software you already run that prepares submissions, checks renewals and files documents, and asks a named person before anything is sent to a carrier or a client.

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Where brokerage work slows down

Every account is a stream of documents: applications, schedules, endorsements, certificates and renewal notices, each from a different carrier in a different layout. Most of the hours go on re-keying and checking, not on advising clients. To rank which job to fix first, try the what to automate first tool.

  • Submission data is typed again for each carrier and each portal.
  • Renewal dates are tracked in a mix of the agency system, spreadsheets and inboxes.
  • Policy documents are checked against the quote by eye, and differences are easy to miss.

What the system does for a brokerage

It follows the path your best account manager already follows, and writes down every step. It builds on the agency management system and CRM you have, such as Salesforce or HubSpot.

Prepares submissions

It collects the details from the client file and earlier policies, fills each carrier's requirements and lists anything missing before it goes out.

Watches renewals

Upcoming renewals are listed early with what changed since last year, so the conversation with the client starts with facts.

Checks documents against the quote

Policies and endorsements are compared with what was quoted, and any difference is shown beside the original for a person to review.

Files and records

Once approved, documents are filed on the right account, the agency system is updated and the approver is logged.

Brokers keep the advice

The system starts in shadow, only reading your software and proposing what it would do. It takes over one task at a time, once it is right at least 9 times in 10 on your real cases. Anything unusual, large or hard to undo waits for a named person, and every step is recorded. Anything sent to a carrier or a client is approved by a named person, and nothing here replaces the broker's judgement or licence. For the claims side, see claims processing automation.

Works with the software you already use

We build on your own tools instead of asking you to move. Common starting points:

  • Salesforce
  • HubSpot
  • Zendesk
  • Microsoft 365
  • Xero

We work with businesses in the US, the UK and Europe.

Questions people ask

What is insurance brokerage automation?

It is using software to carry the repeatable admin around a broker's work: preparing submissions, tracking renewals, checking policy documents and filing them. The advice and the relationship stay with the broker.

Does it send anything to carriers by itself?

Not at first. Submissions are prepared and held for a named person to approve. Routine ones can be released automatically once the system is right at least 9 times in 10 on your real cases.

Which agency management systems does it work with?

We build on what you already run and connect through its own tools. Tell us what you use on the discovery call and we will say honestly what is possible.

Is this regulated advice?

No. The system prepares and checks admin. It does not give advice or place cover. We are not a compliance adviser, so check what applies to your firm with your own adviser.

How much does it cost?

There is no price list. We map the work first, then you get the scope, timeline and price in writing before anything is built. The automation ROI calculator gives a first view of whether a build pays back.

Which countries do you work in?

We work with businesses in the US, the UK and Europe. The system runs on your own software, so your data stays where it is.

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