Quote and renew faster, stay compliant.
Brokers lose time to re-keying and renewals admin. We put AI on the routine so your team places more business and keeps the file straight.
Insurance brokers run on relationships, but the week fills up fast with renewal chasing, re-keying risk details into portal after portal, and producing the compliance records that keep the file straight. That admin load means less time on the phone with clients and less capacity to write new business.
Fettle puts AI agents on the routine work. Renewals get chased and prepped automatically, demands-and-needs notes get drafted for your review, and client questions get answered without pulling a broker away from something more valuable.
AI for your brokerage, at a glance.
Agents built around your desk.
Off-the-shelf tools where they fit, and bespoke AI agents we build, run and improve for you where they don't. Here's where we'd start.
Renewals Agent
Chases updates and preps each renewal file ahead of the date.
Quote Prep Agent
Assembles the risk details and drafts the client-ready comparison.
Compliance Record Agent
Drafts demands-and-needs and suitability notes for your review.
Client Query Agent
Answers common policy questions and routes the rest to a broker.
What changes, with examples.
A broker pulls last year's details, emails the client for updates, waits, chases again, then manually assembles the risk information before approaching markets.
The Renewals Agent contacts the client ahead of the date, collects updated details, and hands the broker a ready-to-use file with nothing left to chase.
After each placement a broker types up the demands-and-needs and suitability note from scratch, working through the same structure every time.
The Compliance Record Agent drafts the note from the placement details, ready for the broker to review, approve, and save to the file.
Clients ring or email to ask about their excess, what's excluded, or when their renewal falls, and a broker has to stop what they are doing to look it up and reply.
The Client Query Agent answers common policy questions instantly using the client's own document, and routes anything complex straight to a broker with context already attached.
A week with Fettle, for a regional commercial broker
On Monday morning the Renewals Agent has already sent chaser emails to three clients whose renewals fall in the next 30 days, and two have replied with updated turnover and headcount figures. By Wednesday the broker has a clean risk submission ready for market without having made a single chasing call. On Thursday a client emails asking whether their liability policy covers a temporary worker. The Client Query Agent reads the schedule, replies with the relevant section, and flags the one question it cannot answer confidently, so a broker follows up in minutes rather than hours. The team closes the week having placed two new accounts they would previously have had no time to quote.
That's time freed valued at £75 an hour, plus the cost of the tools we help you cut. Your assessment works it out on your own numbers.
Will AI-drafted compliance records actually meet FCA requirements?
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Our clients' data is sensitive. Where does it go?
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We already have a back-office system. Will this just create more to manage?
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Two ways to start
See what AI would do for your brokerage.
Try the free 2-minute quick win, or get the full £99 assessment with a costed, prioritised plan.