Your daily broking tasks, supercharged.
Runs on Australian infrastructure
Routines
One click, the same quality every time
Policy analysis · Comparisons · Claims · Emails
Getting real value from AI
Everyone wants AI, but how do you implement it effectively?
Brokers are looking for AI solutions, but most generic assistants fall short in practice. Here's where the Brokernote AI Assistant is different.
Client data
Runs on Australian infrastructure
Generic assistants: client data may be sent overseas or trained on.
Broking know-how
Built for Australian insurance broking
Generic assistants: general knowledge, not insurance broking.
Your business
Draws on your schemes, wordings and processes
Generic assistants: start from scratch every chat.
Tone & branding
Your branding, style and tone
Generic assistants: generic branding and a robotic voice.
Consistency
Routines give the same quality every time
Generic assistants: quality depends on who writes the prompt.
Generic assistants start from scratch. The Brokernote AI Assistant starts from your brokerage.
Built around how your brokerage works
Purpose-built AI for Australian insurance broking, not just a generic assistant.
- Knowledge base: add your schemes, wordings and processes so every answer reflects how your brokerage works.
- Custom styling & tone: set your style, so generated emails and reports sound and look like your own.
- Routines: turn key workflows into repeatable steps, so every broker gets the same result.
- Templates: output can be filled straight into your own Word or Excel templates.
Routines for everyday broking
Custom routines turn your key workflows into consistent results every time, from claims and renewal reports to HR support, so any team member gets the same quality output. Start with routines for:
- Policy analysis
- Policy comparison
- Wordings comparison
- Policy transfer
- Claim advocacy
- Drafting client emails
Why brokers trust it
AI you can put in front of clients
Three things generic assistants can't promise.
Your data stays onshore
Handle sensitive client information with confidence. Our AI runs on Australian infrastructure, built for local privacy expectations.
Sounds like your brokerage
Customise the tone and style of everything it generates, so client-facing content and documents match your voice and look.
Reliable, repeatable outcomes
Routines turn your key workflows into consistent results, so any team member gets the same quality output.
See the AI Assistant at work
Watch how routines, your knowledge base and your brokerage's tone come together to produce ready-to-use broking work.
AI Assistant questions
"Tasks that used to take me four hours now take less than 30 minutes. It's the only AI assistant I use."
Joshua Kerr
Midland Insurance Brokers
ONE PLATFORM
Less manual admin across the whole renewal
Pair the AI Assistant with pre-renewal automation and the Schedule Reformatter to give your brokers time back at every step.
