Hours back, every week
Renewal admin is repetitive and adds up fast. Hand it over and your brokers reclaim whole days each month. Use the calculator below to see what that means for you.
Renewal and policy admin for insurance brokers
Give your brokers their time back — for the work that grows your business.
Backline takes the renewal and policy admin off your brokers' desks. A dedicated admin team, supported by smart digital workers, runs each renewal from start to finish — while you stay in charge of every decision.
No integration project. No new system for your team to learn. A short video shows it working.
Your renewalsIllustrative example
Olivia Fitzgerald
Private Motor · renews 12 Nov
Michael Chen
Landlords · renews 14 Nov
Rachel Thompson
Home & Contents · renews 16 Nov
3 renewals startedNothing else needs you
What a broker sees. Names are fictional.
The problem
Your most skilled people are spending their days on paperwork.
Every renewal brings the same routine: chasing quotes from a panel of insurers, comparing them, keying details into portal after portal, writing the summary, binding, then sending documents to the client.
It has to be done, and done well. It just doesn't have to be done by the people you hired for their judgement and their client relationships.
Admin that has to be done — but doesn't need a broker to do it.
How it works
From renewal report to bound policy, without your brokers touching the keyboard.
You keep working the way you do today. We plug into the reports you already have.
You send the renewals
Upload your pending renewal report from your broking system, or have it arrive by email on a schedule. That's the whole set-up.
We start early
Each renewal is picked up automatically at the start date you choose — for example 50 days out — and given to a named assistant.
You make the call
Quotes from your insurer panel come back in one clear summary. Choose with a single click, or ask a question through the built-in notes.
We finish the job
We bind your choice and send you the client's policy documents in an email that's already written — just forward it.
Every step is time-stamped on the renewal's timeline, so you can always see what has happened and when.
Benefits for your brokerage
More than hours saved.
Taking the admin away changes what your brokers spend their week on — and that changes the business.
Time for complex, higher-value work
Commercial risks, advice, negotiation and new business — the work that earns more and that clients value most — finally gets the attention it deserves.
Skills and a career path for your team
Brokers who spend their days on advice build expertise faster. That gives good people a reason to stay — and a visible way to progress.
Consistent, complete renewals
Every renewal is started at the same point in the same way, following your instructions for each product. Nothing slips because someone was busy or on leave.
You stay in control
Nothing is bound until you choose. Every note, quote and status change is recorded, so you have a clear trail for every renewal.
Grow without hiring
Take on more clients and cover peak periods and leave without recruiting, training or seating another person. Capacity moves with your volume.
Earlier starts, better outcomes
Because renewals begin well ahead of the due date, there is more room to compare insurers and negotiate — instead of rushing at the deadline.
Better client experience
Clients get a prompt, professional renewal and their documents on time, from you — without your broker having to write another email.
Simple to start, clear to budget
No system integration and no IT project — just your reports. Straightforward pricing means you know what the service costs before you begin.
Your people
Keep your best brokers by giving them better work.
Good brokers don't leave because of hard work. They leave when the work stops teaching them anything. Freeing them from routine admin opens up a path forward.
- Faster learning. More time with complex placements, insurers and clients builds real expertise.
- A clear career path. From day-to-day servicing, to advising clients, to complex and commercial work, to leading others.
- Stronger retention and hiring. A role centred on advice is easier to recruit for and harder to leave.
- Growth that pays for itself. More advice and new-business time supports more revenue per broker.
1
ServicingLooks after existing clients with routine admin taken care of
2
AdvisingSpends more time on client conversations and coverage advice
3
Complex and commercialTakes on higher-value placements and negotiations
4
LeadingMentors others and helps grow the business
Time saved
What would you do with the time?
Try your own numbers. Everything below is your estimate — move the sliders to match your brokerage.
The starting numbers are examples only, not a promise of results. Use the figures you know from your own team.
36
hours back for your brokers every month
4.5 working days a month, or 432 hours a year, to spend on advice, complex policies and new business.
Questions
What brokers usually ask.
Who actually does the work?
A dedicated admin team, supported by smart digital workers. Each renewal is given to a named assistant, who works it through to the end following your instructions for that product.
Do we lose control of our clients or our decisions?
No. You choose the insurer, and nothing is bound until you do. Your assistant asks questions through notes, and every action is recorded on the renewal's timeline.
What do we need to get started?
Your pending renewal report from your broking system, and a client report for contact details. There is no software to install and no integration to build.
Which broking systems does it work with?
It is built around the reports exported from INSIGHT today. If you use a different system, talk to us about what it can export.
Which insurers and products are covered?
We work to the insurer panel and products agreed with you, and follow your own instructions for each product. Products that aren't part of your agreement are left alone.
What happens to our client data?
Client details are used only to work the renewal. We'll go through how information is handled, stored and protected when we talk.
How much does it cost?
Pricing is straightforward and agreed up front, so you know the cost before you begin. Get in touch and we'll go through it with you.
Next step
Let's take some admin off your desk.
Watch the demo first, then talk it through with us — we'll show how it would work for your brokerage.
Or email admin@avanext.ai