The back office for insurance brokers.

Brokers place the cover and handle the claims. Behind them, the admin piles up: policy files scattered, renewal comparisons to prep, commissions to reconcile, ASIC and NIBA compliance. Sprigr runs all of it in the background.

Policy file organisation
Renewal & claim packs
ASIC / NIBA compliance
Renewal flags
The back office

The insurance brokerage back office

The admin pile behind every policy - files, renewal prep, claim admin, compliance, commissions - runs on Sprigr.

  • Policy files organised & filed Sprigr
  • Renewal prep packs 90 days out Sprigr
  • Claim admin bundles assembled Sprigr
  • ASIC & NIBA compliance records filed Sprigr
  • Premium & commission reconciliation Sprigr
  • Weekly back-office report to the principal Sprigr
  • Renewal conversations & claim negotiation → You
  • Client & underwriter comms → You

Brokers place the cover. Sprigr runs the file room.

What Sprigr runs around your broking platform

Back-office admin that WinBEAT, Insight, and BOLT were never built for, handled on autopilot.

Policy files organised automatically

Policy schedules, endorsements, claim correspondence, and certificate-of-currency documents filed to the right client and policy record. When the client rings about their cover, you find the policy detail in 10 seconds.

Renewal & claim prep packs

Renewal terms compared across underwriters, claim admin bundles assembled with supporting documentation. Prep packs landed in the broker's inbox for review and client conversation. Sprigr doesn't negotiate with the underwriter; your broker does.

ASIC, NIBA & compliance records

Broker ASIC registrations, NIBA memberships, CPD records, professional indemnity insurance, and file-note audit compliance records filed to the right broker and practice record. Renewals flagged 60 days before lapse.

Policy renewal flags 90 days out

Every policy renewal tracked and flagged to the broker 90 days before expiry with historical terms, claims experience, and market options attached. Sprigr doesn't email the client; it surfaces what needs attention so your broker can act via your preferred channel.

Premium, commission & clawback flags

Premiums paid, commissions received, and clawback events reconciled against your practice management data. Missing commissions and underwriter discrepancies flagged to the owner. Commission runs become a 10-minute reconciliation.

Weekly back-office report

Monday morning, upcoming policy renewals, open claims status, outstanding commissions, ASIC and CPD renewals, and pipeline metrics land in the principal's inbox. You start the week already in the picture.

The admin layer your broking platform doesn't handle

Where the broker's week actually goes, and what Sprigr reclaims.

12-15

hours back per broker, per week

Brokers using Sprigr typically reclaim 12 to 15 hours a week, the time currently spent on renewal prep, claim admin assembly, commission reconciliation, and compliance paperwork.

100%

renewals close with full paperwork

Every policy renewal and claim closes with a complete paper trail: policy schedule, renewal comparison, claim bundle, broker file notes. Audit-ready by default.

90 days

before renewal, automatic flag

Policies, broker registrations, NIBA memberships, and compliance cycles flagged 90 days before expiry. Your team decides what to do next.

Up and running in under an hour

Connect your broking platform, Drive, and inbox. Describe the admin you want handled. Sprigr runs it.

01

Connect your broking platform, Drive, and inbox

Link your broking platform (WinBEAT, Insight, BOLT) where API access is available, your Google Workspace or Microsoft 365, and the email account where underwriter correspondence and certificates of currency land. Credentials are encrypted at rest and only decrypted in your isolated sandbox at runtime.

02

Describe the back office in plain English

"File policy schedules and endorsements to the right client. Assemble renewal prep packs 90 days before expiry. Reconcile commission statements monthly. Flag claims awaiting underwriter response."

03

Sprigr runs the admin in the background

Sprigr coordinates across your broking platform, Drive, and inbox, filing, assembling, reconciling, and flagging what needs your attention. Your brokers keep using the same tools. Nothing to retrain.

Client and underwriter communications stay with your brokers. Sprigr runs the back office only: file organisation, prep pack assembly, compliance, commission reconciliation, renewal flagging. Every action is logged with a signed, hash-chained audit trail.

Read the security model →

Frequently asked questions

How does Sprigr help insurance brokers?

Sprigr runs the back office around your broking platform. Policy files organised automatically, renewal and claim prep packs, ASIC and NIBA compliance records, policy renewal flags, premium and commission reconciliation, and a weekly back-office report to the principal.

Does Sprigr email clients or underwriters?

No. Client comms, renewal conversations, claim discussions, underwriter negotiations, stay with your brokers. Sprigr runs the back office only: file organisation, prep pack assembly, compliance, commission reconciliation, renewal flagging. Keeping the client- and underwriter-facing side out of AI hands is deliberate.

Does this integrate with WinBEAT and Insight?

Sprigr connects to broking platforms via their APIs where available, and via email and document integrations where API access is limited. It reads policy data, commission statements, and claim records, and writes back notes and file attachments where needed.

Is client and claim data secure?

Yes. Every Sprigr customer runs on physically isolated infrastructure. Credentials are encrypted at rest and only decrypted at runtime. Every action Sprigr takes is logged with a signed, hash-chained audit trail, important for ASIC and NIBA compliance.

How long does setup take?

Under an hour. Connect your broking platform, Drive, and inbox. Describe the admin you want handled in plain English. AI scaffolds the workflow. No coding, no IT team required.

Brokers place the cover. Sprigr runs the file room.

Back-office admin for insurance brokers. Up and running in under an hour.