Renewal workflows
Practical workflow design, automation and measurement focused on commercial outcomes, not technology for its own sake.
AI and workflow consulting for insurance brokers and insurance advisory firms
Improve renewals, quote follow-up and client communication without adding admin headcount.
We help insurance brokers and insurance advisory firms improve operational efficiency, CRM adoption, client communication, reporting and practical AI automation without disrupting the systems already in place.
Retention, speed and communication matter in insurance. Better workflow design helps brokers protect revenue and reduce avoidable admin.
Opportunity snapshot
Improved renewal discipline
Faster quote follow-up
Reduced manual servicing
Better client visibility
Improved retention activity
Cleaner reporting
Specialist services
Built around the way insurance brokers and insurance advisory firms actually operate.
Quote follow-up journeys
Practical workflow design, automation and measurement focused on commercial outcomes, not technology for its own sake.
Claims communication
Practical workflow design, automation and measurement focused on commercial outcomes, not technology for its own sake.
Client servicing workflows
Practical workflow design, automation and measurement focused on commercial outcomes, not technology for its own sake.
CRM optimisation
Practical workflow design, automation and measurement focused on commercial outcomes, not technology for its own sake.
Operational reporting
Practical workflow design, automation and measurement focused on commercial outcomes, not technology for its own sake.
Common bottlenecks
Where time, margin and momentum are usually lost.
Renewals handled late
Quotes not followed up
Claims updates creating admin
Client records inconsistent
Cross-sell opportunities missed
Servicing held in inboxes
ROI calculator
Raeburn Insurance ROI Calculator
Estimate the time, cost and capacity that could potentially be released by improving manual workflows across insurance brokers and insurance advisory firms.
Potential released value
Weekly
£4,320
Monthly
£16,560
Annual
£198,720
This is an indicative estimate, not a guarantee. The review validates where the real savings, risks and quick wins are likely to be.
Discuss these numbersAI opportunity assessment
A consultative review before any technology recommendation.
The aim is to understand the operational reality first: what is repeated, what slows people down, what clients chase for, and where better process could make the biggest difference.
01How early are renewals triggered?
02Which quote follow-ups are manual?
03How are claims updates tracked?
04Which clients create most admin?
05Where are retention opportunities missed?
FAQs
Straight answers for insurance brokers and insurance advisory firms.
Is this built specifically for insurance brokers and insurance advisory firms?
Yes. The messaging, audit questions, ROI assumptions and workflow examples are tailored around the operational reality of insurance brokers and insurance advisory firms.
Do we need to replace our existing systems?
Not usually. The first step is normally to improve how your current systems, processes and people work together.
What happens first?
A practical workflow review identifies the biggest bottlenecks, quick wins and the areas where automation or AI could make a measurable difference.
Start with a conversation
Book a short, practical workflow review.
No hard sell. The first step is to compare notes, identify the obvious operational friction and decide whether there is a useful business case for improving it.