Applied Systems
The major agency management platform family, with AI arriving across it.
- The operational core of thousands of agencies
- AI features landing inside the workflow
- Deep carrier and market connectivity
All guides Industries
Less rekeying. More broking.
A brokerage runs on documents and deadlines: submissions rekeyed, policies compared, renewals chased, claims shepherded. AI reads the paper, preps the comparisons, works the renewal book and answers the routine client questions. This guide covers where it pays, the established players, and when custom wins.
- Intakeread, not rekeyed
- Renewalsworked, not remembered
- Answersfrom the policy itself
- Compliancebuilt in, documented
What AI does in a brokerage
The wins follow the paper. Intake: client documents, questionnaires and loss runs extracted into your systems instead of retyped. Placement: policies and quotes compared clause by clause, differences surfaced. Book work: renewals flagged early with the file pre-assembled, cross-sell signals spotted. Service: certificates, policy questions and claims status handled conversationally, with the broker on the judgment calls.
01
Documents arrive; data comes out
Submissions, policies and claims paper read and structured into your management system.
02
Comparisons build themselves
Coverage, exclusions and terms lined up across carriers, differences flagged for the broker's eye.
03
The renewal book works itself
Expirations surfaced with time to act, files pre-gathered, first outreach drafted.
04
Clients get service on demand
Certificates, coverage questions and status answered from the actual documents, escalated when judgment is due.
When this solution makes sense
A good fit if
- Staff rekey submission and policy data daily
- Renewals surprise the team and leak to direct markets
- Policy comparison is hours of side-by-side reading
- Certificates and routine questions interrupt production
- Claims status chasing eats hours weekly
Probably not yet if
- The book is small and every client is high-touch by design
- Your management system cannot be integrated and will not change
- You expect AI to give coverage advice unsupervised
- Nobody owns document quality coming in
What changes
Production time back from paperwork
The rekeying hours return to selling and advising, where the revenue is.
A renewal book that defends itself
Early, prepared renewal work keeps clients from quietly shopping.
Faster, sharper placements
Clause-level comparisons in minutes make the broker's recommendation stronger, not weaker.
Service that scales with the book
Routine requests stop competing with complex work for the same hours.
What teams use it for
- Submission intake extraction
- Policy comparison and checking
- Renewal preparation flows
- Certificate issuance requests
- Claims status communication
- Cross-sell signal detection
The established platforms
These players lead the space. They are real, established businesses, and much of the market runs on them.
Vertafore
The other giant of agency management, modernising with AI in the flow.
- Massive installed base and integrations
- Workflow automation across the book
- Staying power measured in decades
Cytora
The digital risk-processing platform turning submissions into decision-ready data.
- Purpose-built for insurance document intake
- Proven with serious commercial volumes
- Configurable extraction and routing
Federato
AI-native underwriting workflow, the RiskOps reference for portfolio-driven work.
- A fresh, AI-first take on risk workflow
- Serious funding and carrier traction
- Portfolio strategy wired into daily triage
Off the shelf or custom?
When a platform is enough
Your management system is the anchor: adopt its AI features as they land, and add proven intake tooling if commercial volume justifies it. For standard flows on the big platforms, configuration beats construction.
When custom wins
Custom wins in the connective tissue the giants leave open: intake tuned to YOUR submission mix and Spanish-market documents, renewal and service agents wired to your actual system, comparison outputs in your house format, and client communication in Spanish and English. Most brokerage AI we build lives between the system of record and the client.
Where Sabemos fits
Custom build
We build brokerage AI around your management system: document intake for the paper you really receive, renewal machines that prepare files and draft outreach, and client service agents answering from policy data, bilingual, with the broker on every judgment call.
Setup and onboarding
Optimising the stack? We switch on and configure the AI in your existing platforms, integrate the gaps, and train the team, measured in rekeying hours removed and renewals worked early.
Frequently asked questions
Can AI recommend coverage to clients?
It can prepare the comparison and draft the explanation; the recommendation is licensed work and stays with the broker. That line is regulatory and we build it into every flow.
How accurate is extraction on insurance documents?
Strong on standard forms, weaker on carrier oddities, which is why confidence routing exists: sure data flows through, doubtful items queue for a human. The books stay right.
Does it work with Spanish policies and carriers?
Spanish-market documents are exactly where generic tools underperform and tuned extraction shines. It is a core reason custom intake exists.
Where is the fastest payback?
Submission intake if you place commercial volume; renewals if retention leaks. Both are measurable within a quarter.