Question 1

Can you connect to our broker management system?

Accepted Answer

Often, yes — Acturis, Open GI and Applied TAM are the systems we are asked about most. The route differs by system and by what your licence includes: a documented API, a supported integration, or a scheduled export.

We establish which applies to you during scoping, and say so plainly if none of them do.

Question 2

Does anything reach a client without a broker seeing it?

Accepted Answer

Only if you decide it should. We set the boundary with you — typically factual and administrative messages can go automatically, while anything constituting advice, a claim or a mid-term adjustment is drafted and held for a broker.

You can start with everything held for review and relax it later.

Question 3

How is client information handled, and who can access it?

Accepted Answer

Client data stays in your systems and your accounts, in an environment isolated to your project. Workflows read only the fields they need, and access follows the permissions you set.

We work through the data protection and record-keeping questions with you before we build.

Question 4

Can you implement this without disrupting a renewal season?

Accepted Answer

Yes, and we would usually avoid switching anything over mid-season. We build and test one workflow alongside your existing process, and go live at a point you choose.

If the timing is too tight to do that safely, we will say so on the first call.

Renewals should not run on chasing clients for the same details twice.

The renewal list is predictable; the replies are not — and what comes back gets rekeyed into three systems.

What we automate

Renewal information gathering

Document data capture

Client query handling

Works with your existing systems

FAQ

Book a 20-minute call.