Automation for Insurance Brokerages

We use software to replicate real human actions like mouse clicks and keystrokes, allowing us to automate repetitive tasks across almost any process or application. If it’s repetitive, it’s robotitive.

Still picturing a chatbot? Book a demo to see how we're automating some of the most frustrating manual workflows for our clients.

We Specialize in Canadian

Insurance Brokerages

Our Bespoke Bots Thrive

on Any BMS

Where Automation Reduces Manual Work

  • Commission Reconciliation

    Reconcile insurer commission statements against BMS records quickly and accurately, reducing manual review and exceptions

  • eDoc Download & Management

    Download, rename, organize and distribute eDocs automatically to keep documents moving

  • Renewal Reviews

    Compare premiums, coverages and policy changes as renewals arrive, helping teams focus on decisions, not data

  • Transacting

    Process inbound insurance documents and update BMS records, streamlining scans, emails and documents outside daily EDI downloads

Book a Demo

Let’s Work Together

We’re always looking for new opportunities and love working across Canada