AI for insurance brokers that works across your whole book, and keeps you in control
Opafex reads your broking system, inbox and client files into one memory. It turns plain English into renewal packs, reports and chasing for sign-off.
What it takes off your plate
- Renewals, prepared before they're due
- It finds each client approaching renewal and pulls the file, cover details and correspondence.
It drafts the renewal pack from your template, queued for your approval. - The whole book, at a glance
- A principal's cockpit shows what no account handler can hold.
It flags renewals coming up, unanswered insurer queries, open claims and documents still missing. - Hours back, every handler, every week
- File prep, chasing and client updates happen before the handler sits down.
More clients looked after, same headcount, without changing the systems you run on. - Secure capture from clients
- Describe a secure mini-app for proposal forms, claims details or renewal declarations.
Send a one-time code; answers land as structured data, encrypted to your key.
Built for a regulated practice
- Grounded in your evidence
- It answers from the policy documents and the file, and cites the source.
It catches claims it cannot back and confirms every write happened. - Nothing fire-and-forget
- Anything reaching a client or insurer becomes a proposal to approve, edit or reject.
The platform risk-classifies and logs every action for your compliance file. - Private by default, per handler
- Each handler's agent sees only that handler's clients, connections and files.
One book never reaches another's agent; you decide what the firm shares. - Your keys, your data
- Bring your own model keys, encrypted at rest.
A private deployment keeps client data in your database with no shared-provider fallback.
Questions firms like yours ask
What should a small business automate first?
The hard part is knowing what to use AI for, not the setup. A one-week tally and three tests answer it.
Can you put client information into ChatGPT?
Not into a personal account, but possibly into a business one after six checks. Your staff are probably doing it already.
Will an AI tool pay for itself?
Most payback estimates forget the time spent checking the output. Here is the sum with it left in.
Common questions
Do we have to replace our broking system?
No.
Opafex is a layer across your broking system, inbox and documents.
It acts through them and replaces nothing.
Is AI safe for a regulated broking firm?
Yes.
Agents stay sealed per handler and sensitive actions need your approval.
It risk-classifies and logs everything for your compliance file; bring your own keys or deploy privately.
Could it invent a policy term or a limit?
The design prevents it.
Answers cite their source in the policy documents and the file.
The platform catches unsupported claims and re-reads every write to confirm it happened.
How do clients send proposal and claims details?
Through secure mini-apps you build by describing them.
Think proposal forms, claims details and renewal declarations.
Send a one-time code; answers and documents arrive as structured data, encrypted to your key.
See it on your own practice
Book a walkthrough
We will show how an Opafex agent runs across your systems.
You see what it takes off your plate first.