Form BAI-03 · Schedule of agents

Meet the agents.

Every agent below is real, running, and already doing this work inside our own brokerage. Not a concept, not a prototype. Each one prepares its work and hands it to you for approval. No outreach, post or accounting entry goes out without a person on your team saying yes. The only automatic message is the instant acknowledgement to someone who contacts you first.

Any agentAny agent can be added to any engine. The engines are a guide, not a fixed menu.

Sales enablement agents

  • Lead Engine

    L.01Live

    A research team that never sleeps and never pads a list.

    2xruns a week
    What it does
    Finds companies worth insuring in the markets you choose, checks that each one is real, identifies the decision makers, and scores every lead out of 100.
    The outputs
    Scored, verified lead cards landing directly in your pipeline. Anything it cannot verify gets dropped, not padded in to look like more.
    How it works
    It scans for matches against your criteria, verifies and scores each one, and files it straight into your pipeline the moment it is done.
    When it runs
    Every Monday and Thursday morning, automatically.
    How customisable it is
    Your target industries, company size and geography are all set to your business, and you can pause the search or change the target market any time from your dashboard.

  • Lead Processor

    L.02Live

    The instant follow-through behind every lead, before you would even think to ask.

    0sdelay after each find
    What it does
    The moment Lead Engine finds a new prospect, this is what enriches it, builds the full lead card, and gets the alert to the right person.
    The outputs
    A fully enriched lead card and an instant alert, with no delay between discovery and notification.
    How it works
    It fires automatically the second Lead Engine finishes a run. No schedule of its own, no manual step, ever.
    When it runs
    Immediately after every Lead Engine run.
    How customisable it is
    Nothing to configure. It is silent infrastructure. You just choose where the alert lands: WhatsApp, email, or your dashboard.

  • Pre-Call Intelligence

    L.03Live

    So you never walk into a meeting cold.

    1brief per call
    What it does
    Researches a company and its market before a meeting, so you walk in knowing what changed this month and what is worth asking about.
    The outputs
    A real research brief with the takeaways that matter, ready before the call.
    How it works
    It pulls together what is genuinely useful to know about the lead and their market and writes it as a clear briefing, not a pile of links.
    When it runs
    Every Monday morning for the week's meetings, and on demand, one tap, before any call.
    How customisable it is
    What it prioritises (financial signals, recent news, decision-maker background) can be tuned to what matters most in your sales process.

  • Speed-to-Lead Drafting

    L.04Live

    A personal first email, ready before the lead goes cold.

    150words, max, per email
    What it does
    Writes a short, personal first-touch email for every top-scoring new lead, in your own language.
    The outputs
    A ready-to-send email draft per lead, under 150 words, sitting in your approval queue.
    How it works
    It drafts automatically for leads needing a first touch, and every draft waits for a person to approve it. It never sends on its own.
    When it runs
    Every Tuesday and Thursday morning, automatically.
    How customisable it is
    Tone, language (English or French) and messaging angle are all set to match how your team actually talks to prospects.

  • Lead Activation

    L.05Live

    The high-touch version, for the leads worth extra attention.

    3openers per lead
    What it does
    Digs deeper into one specific lead you flag as worth extra effort and writes three different email approaches to choose from.
    The outputs
    Three distinct, ready-to-send email drafts for a single high-value lead, each taking a different angle.
    How it works
    One WhatsApp command, and it digs into the lead, their owner and their business, then drafts three genuinely different openings in minutes.
    When it runs
    On demand, whenever a lead deserves the extra investment.
    How customisable it is
    Built for your best opportunities specifically. Use it as often or as rarely as your pipeline calls for it.

  • Follow-Up Monitor

    L.06Live

    Never lets a warm lead go cold from being forgotten.

    7/14day reminder and draft
    What it does
    Watches every outreach email that has gone out and makes sure silence never becomes a dead lead.
    The outputs
    A WhatsApp reminder after 7 days of no reply, and a fully drafted follow-up email after 14 days, ready for your approval.
    How it works
    It checks every active lead's reply status continuously, and acts the moment one has gone quiet too long.
    When it runs
    Checks every morning, automatically, in the background.
    How customisable it is
    You can review, edit or mute the reminders any time from your dashboard, and the follow-up timing can be adjusted to how aggressively you want to pursue a quiet lead.

  • Instant Proposals

    L.07Live

    A client-ready proposal in under two minutes.

    <2minutes per proposal
    What it does
    Turns a lead into a complete, client-ready insurance proposal, the kind of document that used to take a full day.
    The outputs
    A full, ready-to-send proposal draft, generated on demand.
    How it works
    One command from your phone, and it pulls together everything a proposal needs into a finished draft.
    When it runs
    On demand, whenever you need a proposal out the door. Nothing waits on a schedule.
    How customisable it is
    Structure and content adapt to the specific lead and opportunity. No generic, one-size-fits-all template.

  • Pitch Decks

    L.08Live

    A branded deck, grounded in real numbers, never an invented one.

    PDFbranded deck per lead
    What it does
    Builds a branded pitch deck for one specific company, written around its sector and country.
    The outputs
    A finished, branded PDF deck, ready to review and send.
    How it works
    It pulls in real, current market context relevant to that lead's industry and geography and writes the deck around it. It only uses figures it can actually find.
    When it runs
    On demand, or automatically the moment outreach to that lead is approved.
    How customisable it is
    Branding, structure and market focus are all set to your business and your target client, and you always review the PDF before it reaches a prospect.

Market intelligence agents

  • Morning Brief

    L.09Live

    One brief, every morning, instead of five places to check.

    1brief every morning
    What it does
    Pulls together everything every other agent found overnight (pipeline, new leads, market signals, pending approvals, today's call list) into one short brief.
    The outputs
    One readable daily brief that replaces checking multiple systems separately.
    How it works
    It assembles what is flowing in from everywhere else into a single, prioritised summary, ready before your day starts.
    When it runs
    Every morning, automatically, before the day starts. Also available on demand any time from your dashboard.
    How customisable it is
    What sections it includes and how it is prioritised can be adjusted to how your team actually starts its day.

  • Opportunity Scanner

    L.10Live

    Spots the moment a company suddenly needs cover.

    Dailyscan of your markets
    What it does
    Scans the news every morning for new contracts, tenders, expansions and investments in your markets: the moments that create real demand.
    The outputs
    Flagged opportunity signals feeding straight into your Morning Brief.
    How it works
    It watches your target markets continuously and surfaces the signals genuinely worth acting on.
    When it runs
    Every morning, automatically.
    How customisable it is
    The markets and sectors it watches are entirely set to your footprint and targets.

  • Network Intelligence

    L.11Live

    Points out the introductions actually worth making.

    Dailyrelationship signals
    What it does
    Follows business-community events, chamber-of-commerce activity and relationship signals across your markets.
    The outputs
    Relevant network and relationship signals, filtered so irrelevant mentions never get flagged as opportunities.
    How it works
    It tracks connection and community activity relevant to your markets and surfaces only what is genuinely useful.
    When it runs
    Every morning, automatically.
    How customisable it is
    Which regions and industries it tracks can be adjusted any time.

  • Country Risk

    L.12Live

    Political, security and currency shifts, translated into what they mean for insurance.

    Weeklybrief per market
    What it does
    Delivers a plain-language weekly read on the political, security and currency developments that actually affect an insurance book.
    The outputs
    A weekly country-risk brief per active market.
    How it works
    It tracks risk-relevant developments across your specified markets and explains what has changed and why it matters.
    When it runs
    Every Wednesday morning.
    How customisable it is
    The markets it watches are entirely set to your footprint and expansion plans.

  • Competitor Tracking

    L.13Live

    What competing brokers and insurers are actually doing, before a client mentions it first.

    Weeklycompetitor report
    What it does
    Tracks what rival brokers, agents and insurers in your space are actually doing: new products, pricing moves, hires, partnerships.
    The outputs
    A weekly competitor intelligence report.
    How it works
    It monitors competitor activity relevant to your market and surfaces what is genuinely worth knowing.
    When it runs
    Every Monday morning.
    How customisable it is
    Which competitors and markets it tracks are set to your specific competitive landscape.

  • Regulatory Watch

    L.14Live

    Regulatory changes, caught before they catch you.

    Weeklycompliance brief
    What it does
    Checks every week for regulatory and compliance changes across your target markets, and explains in plain language what they mean for your business.
    The outputs
    A weekly regulatory and compliance brief.
    How it works
    It tracks regulatory activity across your specified markets continuously and flags what actually affects how you are allowed to operate.
    When it runs
    Every Monday morning.
    How customisable it is
    The markets and licensing areas it watches are set to where you actually operate.

  • Weekly Strategy Memo

    L.15Live

    A blunt, numbers-first memo. Not generic advice.

    3moves for the week
    What it does
    Reviews your whole pipeline (leads, market signals, pending approvals) and writes three concrete moves for the week ahead.
    The outputs
    A weekly strategy memo with specific, actionable next steps, not generic commentary.
    How it works
    It reviews everything flowing through your account against proven growth and sales frameworks and distils it into three moves.
    When it runs
    Every Friday morning.
    How customisable it is
    You read it and decide. Nothing acts on it without you, and its focus areas can be tuned to your priorities.

Content agents

  • Content Engine

    L.16Live

    Content grounded in something real, not generic filler.

    2xdrafts a week
    What it does
    Turns real market news into ready-to-post content in your own voice: LinkedIn, Instagram, Facebook, TikTok.
    The outputs
    Ready-to-review social post drafts, seeded by real signals your Market Intelligence agents just found.
    How it works
    It pulls from real, current signals relevant to your market and writes content grounded in them, rather than generating generic filler.
    When it runs
    Every Tuesday and Thursday morning.
    How customisable it is
    Tone, platform, language (English or French) and content pillars are all set to your brand voice and audience. Nothing publishes without your sign-off.

  • Content Calendar

    L.17Live

    So posting never starts from a blank page on a Monday.

    Sunplan for the week ahead
    What it does
    Plans your whole week of content in advance: a theme for each day, angles drawn from live market signals, and one bigger anchor piece.
    The outputs
    A full, structured weekly content plan, ready before the week begins.
    How it works
    It organises what has been drafted and what is coming into a clear, plannable schedule.
    When it runs
    Every Sunday evening.
    How customisable it is
    You can reshuffle the plan any time from your dashboard, and cadence and platform mix are set to how and where you want to show up.

Quoting and documents

  • Health Quoter

    L.18Live

    A priced health quote in seconds, never a guess.

    Secsper health quote
    What it does
    Prices individual and family health cover across insurers in seconds, straight from the real tariffs.
    The outputs
    An instant, branded, accurate health insurance quote.
    How it works
    It lives in your browser and reads live from your own connected rate books. No hardcoded prices, ever.
    When it runs
    On demand, whenever someone needs a number. No schedule, because it is self-serve.
    How customisable it is
    Your team opens it and quotes instantly, any time, without waiting on us. Branding and rate books are yours.

  • Motor Quoter

    L.19Live

    The vehicle's real value, filled in automatically, so the first quote is the right one.

    Secsper motor quote
    What it does
    Prices motor cover instantly, with the vehicle's market value calculated automatically as part of the quote.
    The outputs
    An instant, branded, accurate motor insurance quote.
    How it works
    It lives in your browser, connected to your own rate books, and pulls a fair vehicle valuation in automatically.
    When it runs
    On demand, whenever a quote is needed.
    How customisable it is
    Fully self-serve for your team. Quote directly with clients, any time.

  • Vehicle Value Finder

    L.20Live

    So the sum insured is never argued about at claim time.

    Autoon every motor quote
    What it does
    Finds a fair market value for a vehicle before the quote is finalised.
    The outputs
    An accurate, defensible market value, built into every motor quote automatically.
    How it works
    It runs invisibly inside the Motor Quoter. No separate step, no extra click.
    When it runs
    Automatically, every time a motor quote is run.
    How customisable it is
    Nothing to configure. It simply works, every time.

  • Document Studio

    L.21Live

    A finished, branded document, ready to send, not ready to be reformatted.

    1click from quote to document
    What it does
    Turns any quote into a clean, branded offer card, comparison sheet or proposal document.
    The outputs
    A polished, ready-to-send document generated straight from a live quote.
    How it works
    It lives in your browser and builds the document the moment a quote is ready.
    When it runs
    On demand, right after any quote is built.
    How customisable it is
    Branding and document type are yours to set. Your team generates it themselves, the moment they need it.

Executive inbox

  • Executive Inbox Intelligence

    L.22In pilot

    Reads your inbox every morning. Writes like you. Never sends without you.

    Dailysorted inbox and drafts
    What it does
    Reads a decision-maker's inbox every morning, sorts what actually matters, and drafts replies in their own voice.
    The outputs
    A sorted, triaged inbox and ready-to-review reply drafts, every morning.
    How it works
    It learns how you specifically write and what matters most to you over time, getting sharper every week, and it never sends anything on its own.
    When it runs
    Every morning, automatically.
    How customisable it is
    Entirely personal. It is built around one person's inbox, their contacts and their voice, not a generic company-wide setting.

Back office

Coming soon. Early access goes to clients who raise their hand first.

  • CIPHER

    L.23In pilot

    The Accounting Engine: insurer statements reconciled to the cent, ready for your sign-off.

    Monthlyclose, prepared for you
    What it does
    Reconciles financial statements and insurer bordereaux automatically, and helps your accounting team build and maintain the Excel sheets and balance-sheet reconciliations they currently do by hand.
    The outputs
    A matched, reconciled statement with every unexplained item flagged clearly, not buried in a spreadsheet, plus the working Excel files your team already relies on, built and maintained for you.
    How it works
    The underlying matching logic has already been validated to the cent against real financial statements across multiple months. It already runs on our own brokerage's books every month, and running the same month twice gives exactly the same result.
    When it runs
    On your schedule, matching how often you currently reconcile.
    How customisable it is
    Fully. Built around your accounting team's exact structure, sheet formats and preferences, not a generic template forced onto your process.

  • Claims & Renewals

    L.24Coming soon

    Nothing slips through the cracks. Coming soon.

    Soonin development
    What it does
    Tracks policies approaching renewal, monitors claims communication so a client is never left wondering where things stand, and follows up on outstanding receivables.
    The outputs
    Renewal alerts before a policy lapses, claims-status visibility, and receivables follow-up reminders.
    How it works
    It is designed on the same pattern as every other agent in the fleet: watch a condition, act when it is true.
    When it runs
    To be confirmed as it moves from design into build.
    How customisable it is
    Will be built around your specific renewal cycle and claims process, the same way every other agent here is.

Insurance is slow. We made it fast.

Seen enough? Book a demo and watch two or three of these run on a real example from your own market.

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