If you miss a renewal, you lose the client. Simple as that. AI agents track every renewal in your book, chase claims with insurers, keep compliance documentation current, and follow up with clients before their anniversary date slips past – so you can focus on relationships, not spreadsheets.
Start Free — No Credit CardLosing an existing policyholder to poor follow-up costs $4,700 to replace — the most expensive mistake in insurance. Your renewal diary is a spreadsheet that nobody trusts. Claims updates mean ringing insurers, sitting on hold, and chasing reference numbers across three different portals. Compliance documentation – SOAs, FSGs, CPD records – gets left in a drawer until the audit letter arrives. Client reviews slip past their anniversary date because there’s always a more urgent fire to put out.
Every renewal is tracked with 90/60/30-day escalation. Claims are chased automatically and clients stay informed. Compliance records are current before anyone asks. Client reviews are scheduled, coverage gaps flagged, and cross-sell opportunities surfaced – without you touching a spreadsheet.
Every renewal, claim, and compliance task tracked and actioned around the clock.
90/60/30-day escalation on every policy in your book. AI agents notify the client, request updated risk information, and alert the insurer – all before the renewal date. No more spreadsheet diary, no more last-minute scrambles.
Submit claims, chase insurer updates on a schedule, and keep clients informed at every stage. When the insurer goes quiet, the AI agent follows up – so you’re not spending half the day on hold.
SOA generation, FSG distribution tracking, CPD record maintenance, and ASIC breach reporting workflows. Everything is documented and timestamped, ready for your next compliance review or AFSL audit.
Annual reviews scheduled automatically around the policy anniversary. Coverage gap analysis reminders and cross-sell triggers make sure every review is productive – not just a tick-the-box exercise.
Send quote requests across multiple insurers simultaneously, track responses, and compare options side by side. The AI agent chases outstanding quotes so you can present the client with their options faster.
Qualify leads, gather risk information upfront, and schedule appointments with the right broker. By the time you sit down with the prospect, you’ve already got the details you need to quote.
No IT department needed. No coding. Just tell the agent what to handle.
Link your email (Gmail or Outlook), calendar, and broker management system. Set up webhooks for insurer portals so the AI agent can track claims status and submission responses automatically.
Define your workflows in plain English – “start renewal process 90 days out, chase claims every 48 hours if no update, flag any FSG that hasn’t been acknowledged within 14 days.”
The AI agent works through your book methodically – escalating renewals on schedule, following up claims, keeping compliance documentation current, and scheduling client reviews. You focus on the conversations that grow the business.
Using Google Workspace or Outlook? Sprigr Team connects directly to your email, calendar, and drive – AI agents send client communications, schedule reviews, and store compliance documents without leaving your existing workflow.
AI agents handle the repetitive admin that eats into your client-facing time. They track every renewal in your book with automated escalation, chase claims updates with insurers, maintain compliance documentation like SOAs and FSGs, schedule client reviews, and qualify new business enquiries. It’s the back-office support most brokerages can’t afford to hire.
Client data is encrypted at rest and in transit. Each brokerage runs in an isolated environment – your data is never shared with other accounts or used for training. Sprigr is built to meet the privacy and data handling requirements that come with holding an AFSL, including duty of disclosure obligations under the Insurance Contracts Act.
Yes. Sprigr Team connects via webhooks and API integrations to broker management systems and insurer portals. Where direct API access is available, the AI agent can submit claims, request quotes, and pull status updates. For portals without APIs, webhook-based workflows keep everything in sync.
AI agents help maintain compliance records, but they don’t replace your compliance obligations. They track SOA generation, FSG distribution and acknowledgement, CPD records, and can flag potential breach reporting timelines. Everything is timestamped and auditable. You still need your compliance framework – the AI agent makes sure the paperwork keeps up with it.
Most brokerages are up and running in under an hour. Connect your email and calendar, set your renewal escalation rules and claims follow-up schedules, and the AI agent starts working through your book. No coding, no IT team required. Import your existing renewal diary and the agent picks up from there.
Sprigr agents don’t give financial advice. They handle admin – renewal reminders, document requests, claims status updates, and scheduling. Anything requiring licensed judgment gets routed to your team automatically.
AI agents built for insurance brokers. Up and running in under an hour.
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