Automate the paperwork. Advise with confidence.
IFAs, brokers, and insurance firms handle mountains of compliance paperwork, policy renewals, and client communications. SMEAutomate's AI agents take on the admin-heavy processes so advisers can focus on client relationships.
Top workflows to automate first
Policy renewal management
Agent tracks renewal dates, contacts clients ahead of time, collects updated information, and prepares renewal packs.
Client document collection
KYC documents, proof of income, ID checks — requested, chased, verified, and filed automatically.
Compliance reporting
Agent compiles audit-ready reports from client records, transactions, and communications.
Before and after
Managing a policy renewal
Check spreadsheet for upcoming renewals
15 min
Pull client file and review
10 min
Contact client, request updated info
15 min
Chase if no response
10 min
Prepare renewal recommendation
20 min
Send to client, process acceptance
15 min
Renewal flagged 60 days ahead
Automatic
Client contacted, info requested
Instant
Auto-chase on missing items
Automatic
Renewal pack prepared for adviser review
< 2 min
Results in practice
Independent insurance broker
16 staff
Time saved
14 hours/week
Key result
Renewal retention rate up 20%
Integrations
We connect with the tools your industry relies on.
Ready to automate your financial services & insurance workflows?
Not ready yet? Browse our free automation guides