The ICRM BrokerBot is helping Insurance Brokers be more efficient by helping them spend less time in their inbox...

....and more time with their clients with an AI-driven automation approach to the time-consuming pre-renewals process.

Leveraging the Microsoft licenses that most brokers already own, BrokerBot automatically processes monthly renewals by:

✅Automatically sends branded client renewal emails
✅Manages client pre-renewal questions and responses
✅Automates client follow ups
✅Business intelligence dashboards help brokers monitor all activity
✅Integrates seamlessly with industry portals (currently only AUS and NZ)
✅Compliance and regulatory obligations built-in
✅Full automation or partial automation options (be as hands-on as you like)
✅Multi-policy batch renewals processing

Read below how we helped Beaches Insurance Pty Ltd of the Insurance Advisernet Australia network streamline their pre-renewals operation, to dramatically reduce manual tasks and help them focus on growing their business.

Full case study here