Airclerk works deeply with insurance brokers and intermediaries across New Zealand and Australia - identifying, designing and implementing governed Claude workflows for the document-heavy work that defines brokerage operations.
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Insurance brokers and intermediaries use Anthropic's Claude models to support brokerage workflows such as submission-to-market preparation, renewal pack assembly, broker inbox triage, file-completeness and compliance review, client onboarding, claims advocacy, complaints handling and adviser supervision evidence. In a regulated brokerage, Claude needs to be connected to broking platforms (Javln, WinBEAT, Insight, Ebix and others), client documents, conduct and compliance evidence, and human approval workflows before it can be used safely with clients, insurers and MGAs.
The patterns we've seen produce the cleanest path from pilot to production. Each is a candidate first workflow for a Readiness Sprint - and we have broker-specific accelerators to get you up and running faster.
Risk summaries, market lists, exposure schedules and submission letters drafted from client data and prior policies.
Year-on-year diffs, exposure changes, market recommendations and draft client correspondence.
Shared-mailbox classification, urgency, missing documents, draft client and carrier responses.
Spot checks across client files for record-keeping, conduct and audit obligations - gap flagging and remediation.
Scope of service, fact-find synthesis, suitability commentary and disclosure pack drafts.
Claim chronology, evidence assembly and broker advocacy letters in support of clients.
Triage, statutory and policy timeframes, evidence packs and response drafts.
Sample review across an adviser's book, exception flagging and supervision evidence packs.
GWP and book commentary across insurers and MGAs, exception narratives and board pack input.
Roadmaps follow market size. ANZ brokerage networks, AR/AB structures and broking platforms will not be on the early-adopter list.
NZ brokerages operate under FMA conduct supervision, IBANZ standards and - for advice-heavy books - FSLAA/FAP. AU sits under ASIC and ICA conventions: adjacent but distinct.
Airclerk operates across New Zealand and Australia with active relationships across brokerages, the insurers and MGAs they place with, and the platforms that connect them.
Two-week, fixed-price plan.
First governed workflow into production.
Controls, approvals, audit trails - built for conduct supervision and record-keeping.
Monitor, improve, expand.
A board-ready Claude implementation plan for your brokerage in two weeks.