An Aivell works a brokerage's paper tide — reads claims documents and photos as they arrive and files them complete, watches the renewal book and warns clients in time, chases signed proposals and missing certificates. Everything is processed on a box in your office, so client and claims data never leave the brokerage.
A client's claim is six phone photos, a police report PDF and a rambling email — and someone reconstructs it into the insurer's checklist before anything can move.
Every policy in the portfolio expires on its own date. Miss the notice window and the client is uncovered — or quietly renewed on worse terms nobody compared.
Signed proposals, claims histories, updated asset lists, no-claims certificates — the file is always one client document short, and the third reminder is always yours to write.
Quotes, policy documents and claim statuses live across a dozen carrier portals, each visited by hand, each with its own login and its own filing quirks.
Claims, renewals, quote requests and complaints all land in the same shared mailbox, and triage depends on whoever opens it first.
A brokerage’s product is advice; its day is document logistics. Around 121 emails per office worker per day — and in a brokerage most of them carry attachments that must be checked, renamed, filed and forwarded. The claim that arrives as blurry photos. The renewal list that only bites when a date slips. The proposal signed by nobody, the no-claims certificate promised twice, the carrier portal that logs you out mid-download.
None of it needs a broker’s licence. All of it lands on brokers anyway, in the hours that should go to clients — because the client whose claim is stuck doesn’t care whose job the paperwork was.
Client files in insurance are as sensitive as files get — claims contain health data, accident photos, finances. That is why cloud AI stays a demo in this trade. An Aivell inverts the model: a box in your office, models running onboard, every claim photo and policy schedule processed behind your own firewall. Nothing leaves; there is no processor chain to explain to a client or a regulator.
With that settled, the tide becomes chores. A claim arrives: documents read onboard, checked against the insurer’s checklist, filed complete or chased until they are. Monday morning: the renewal book is scanned, notices go out, silence gets escalated. Signatures and certificates are pursued on your cadence, in the client’s language, and every message lands in the audit trail.
The line the regulator cares about stays bright: guardrails keep the Aivell inside process — it requests, confirms, files and reminds, but a coverage question goes to a licensed human, every time. It is the back office you’d hire if the back office never slept. It works the file; you advise the client.
every Monday at 8:00, list policies from the portfolio sheet expiring within 60 days
email each client a renewal notice with the documents we need from them, in their language
chase once after 10 days, once after 20 — then hand the silent ones to Sara
client replies with documents? check them against the checklist and file them on the share
premium up more than 10% on renewal? flag to the broker before anything goes to the client
fleet and commercial policies always go through Sara, whatever the numbers say
log every notice, reply and handover in the renewals sheet
Incoming paperwork classified, renamed and filed to the correct folder by an AI colleague that reads each page inside your office — no document uploaded anywhere.
An on-premise AI colleague chases unanswered emails and missing client documents — politely, on a schedule, stopping the moment the reply arrives.
An on-premise AI colleague requests, tracks and chases client certificates ahead of the deadline — every send logged, nothing processed in the cloud.
An on-premise AI colleague reads each incoming contract, logs parties, value and renewal terms in a register — and books the deadlines on your calendar in time to act.
Overdue invoices from your own database become polite, escalating reminders — sent by an on-premise AI colleague and stopped the moment payment lands.
The Browser Agent logs into supplier, bank and utility portals, downloads the month's invoices and files them on your share — passwords never leave the box.
On the box, in your office. Documents, photos and emails are read onboard — nothing is uploaded to any cloud service. For a broker handling special-category data inside claims files, keeping processing on-premise is the shortest possible answer to a GDPR question.
Yes — the Browser Agent logs in with single-click passkeys, downloads policy documents and claim statuses, uploads what the checklist requires, and files everything under your naming scheme. Each portal is limited by guardrails to exactly what its chore needs.
No — it feeds it. If your system has a database or import files it writes to them directly; if it is web-only, the Browser Agent uses the same screens your staff do. The Aivell does the reading, chasing and filing around the system you already trust.
The chore forbids it, and the guardrails keep messages inside process — confirmations, document requests, status updates. Anything that smells like a coverage question is routed to a broker. Demands-and-needs stays a human duty; the Aivell just makes sure the file is complete when the human gets it.
It tells the client exactly what is missing, once, politely, with a list — then chases on the schedule you set and escalates when the deadline nears. The insurer receives a complete file, not a trickle.
An Aivell is an on-premise AI colleague: a small box that plugs into your network, runs its own AI onboard and takes the repetitive work off your desk. Prompts, documents, data — nothing ever leaves your office. Unplug the internet: it keeps working.
You describe each task as a chore, in plain language. Your Aivell turns it into a solid, guarded procedure and runs it in the background — with guardrails on every tool, a complete audit trail, and approvals in your hand when you want them. One-time setup, fixed monthly fee. No tokens, no overages.
onboard inference · air-gapped · fixed monthly fee