Insurance and mortgage brokers
The insurance broker CRM that chases every missing document
Clients know what to send, documents land in the right case, and your team stops chasing paperwork by hand.
Some of the businesses that trust us
In short
AI Fusion Partner builds a custom insurance broker CRM for insurance and mortgage brokers: each client has a document checklist, files sent over WhatsApp or email are read and filed in the right case, and anything missing is chased automatically. The checklist per lender or insurer is built with you.
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What you stop chasing
- A mortgage application needs a long list of documents, requested and chased one by one.
- Files come in by email, WhatsApp or as blurry photos, and someone has to sort and check them by hand.
- Policy renewals and expiry dates are spotted too late.
Watch the agent answer your customer
Hi, sending my last three payslips for the mortgage application.
Meanwhile, in your software
Sound like your business?
Describe it to the agent. It tells you what we would build and books the call if there is a real case.
What your software does for you
A document checklist per case type
Home loan, refinance, life, health or business cover: each case type has its checklist, adapted to the lender or insurer.
Documents read and filed
ID, payslips, tax returns, statements: each file joins its case, details ready to approve. Any doubt goes to a person.
Reminders that go out on their own
While a document is missing, the client gets a WhatsApp or email reminder, at the hours you set.
Every message in one inbox
WhatsApp, email, Instagram and forms in one place. The client book stays with the firm, not on an adviser's phone.
Renewals tracked
Renewal and expiry dates, with reminders to the client and adviser before they fall due, built around your policies.
A clear view of the business
Cases by stage, pending approvals, commissions if you want them, and a morning brief on what is stuck.
The agents working for you
From the call to your first module live
- 1
A 30-minute call
Show us how a case comes in, how you request documents and where you track renewals.
- 2
A diagnostic
We find where the time goes: documents chased by hand, incomplete files sent to lenders, renewals missed.
- 3
Document collection first
Checklists per case type, document reading and reminders, connected to the tools you already use.
- 4
Then month by month
With no minimum term, we add renewals, commissions and reporting, and we stay responsible for what runs.
Rather talk it through with a person?
Pick a 30-minute video call with the team. You leave knowing what is worth building.
Your questions, answered
Is this a mortgage broker CRM too, or only for insurance?
Both. The software is built around your cases, so a mortgage broker gets lender checklists and application stages, and an insurance broker gets policies and renewals. Many firms do both, in the same system.
Can the AI agent recommend a policy or a loan to my client?
No. Advice stays with your advisers. The agent welcomes the client, captures the project, requests the documents and books a meeting with the broker. It never gives information that isn't in the software.
Do we have to drop our current broker platform?
Not necessarily. The custom software can focus on what's missing, document collection and client follow-up, alongside the tools you use today. We look at what can be connected during the diagnostic.
My clients are in several countries and languages. Does that work?
Yes. The agent replies in the client's language, and messages can be translated for your team inside the inbox.
Client documents are sensitive. Who can see them?
Each person at the firm has their own permissions and only sees what concerns them. Documents stay in the firm's software instead of travelling through personal phones and inboxes.
Related businesses
- Accounting firmClients send documents however they like, they land filed in the right folder, and your staff stop chasing by hand.
- Real estate agencyEvery inquiry is followed up to the viewing, your listings stay accurate, and the client book stays when an agent leaves.
- Vehicle rentalNo more vehicle rented twice or insurance forgotten, and the contract is already filled in when the customer arrives.
Every missing document delays the case. Let it be chased without you.
Describe your brokerage to our agent. If there is a real fit, it books your call with the team.