A AI chatbot for a insurance broking business tackles one specific leak: clients ring the office all day with the same questions: is my renewal sorted, what is my excess, am I covered for this, where is my claim up to, can I get a certificate of currency. Each call pulls a broker or support person off real work to go and look it up, and after hours the questions just bank up as voicemails and emails to clear in the morning. Bamco builds it around the tools you already run, so it fits your operation rather than forcing you to change how you work.
Information current as at 4 July 2026
Clients ring the office all day with the same questions: is my renewal sorted, what is my excess, am I covered for this, where is my claim up to, can I get a certificate of currency. Each call pulls a broker or support person off real work to go and look it up, and after hours the questions just bank up as voicemails and emails to clear in the morning.
This is not a generic problem with a generic tool bolted on. It is a specific leak in a insurance broking business, and the system is built to close it. You can see the full picture of where a insurance broking business leaks margin on the insurance broking industry page.
An assistant that answers client questions from your live broking data. It draws on what sits in WinBEAT or INSIGHT, current policy detail, renewal status, claim progress and certificates of currency, and answers a client in plain language, on your website, over SMS, or by email. When a question needs a licensed broker or crosses into advice, it routes it to the right person with the client and policy context already attached, rather than a cold voicemail. It is built to respect the line between general information and personal advice.
Bring us the idea you already have, or book an audit and we map where the money is leaking. Either way, you deal directly with the senior team that designs and builds it.
Week one. From the first week, the routine questions like excess, renewal status and certificate requests get answered instantly instead of interrupting your brokers, and after-hours queries stop piling up as voicemails to return in the morning.
Month three. By month three the assistant has learned the questions your book actually generates, deflects a meaningful share of the calls that used to hit the office, and gives you a record of what clients keep asking, which tells you where your client communication is weakest.
Engagements typically start around $50k and are scoped after a systems audit, priced as a fraction of what a legacy build of the same capability would have quoted. You get a fixed-scope proposal with a real number before anything is built, and you own what we build. The point is not the price. It is that a well-built AI chatbot for a insurance broking business is meant to pay for itself in multiples, by plugging a leak that is costing you every week it stays open.
Whether you can name exactly what you want built, or you just know something is leaking, the next step is the same conversation.