Intelligent automation of daily brokerage operations. Process dealer emails, extract policy data, execute changes. Multiplies the team without replacing it.
Insurance brokerages live trapped between insurers and clients. Every day, hundreds of emails. Endless data re-keying. Volume rising. Margins falling. Operations as the real ceiling on growth.
Brokerages handle a constant flow of inbound: car dealer requests, insurer responses, policy changes, claims. Each email requires reading, extracting, validating, transcribing into different systems.
Junior staff spend their entire day on transcription. Senior brokers can't focus on strategy because they're firefighting. Growth means hiring, and hiring means more transcription.
A specialized AI ecosystem breaks the cycle.
Each one is a tiny project.
The most valuable retention task is delegated to the most rushed week of the year.
Each broker holds critical information in their own head.
MERCURIO is the specific implementation of the four layers I apply across all ecosystems — adapted to the real logic of this sector.
Reads every inbound email, classifies it (new business / change / renewal / claim), extracts structured data, routes to the right workflow. The broker sees a clean dashboard, not a flooded inbox.
Executes the operational change in the relevant insurer portal. Pre-fills forms, validates against business rules, confirms back with the dealer or client. Closes the loop without human re-keying.
Anticipates renewals 90 days out. Generates personalized briefs per client. Alerts the broker when a key client shows churn signals. Frees senior brokers for high-value conversations.
Aggregates everything: which dealers send the most business, which insurers respond fastest, which policies generate most service work. The CEO sees the business, not the noise.
Return is calculated as: people freed × time on automatable tasks × annual cost.
Time per policy operation: target 80% reduction
Email triage backlog: from hours of work to minutes
Renewal retention rate: 5-10 percentage points lift
Capacity per broker: 2-3x without quality drop
Concrete figures after process mapping in the initial session. Every company starts from a different situation and return is adjusted to real volume.
Every company starts from a different point. Some are small operations validating a model. Others are mature businesses ready to scale. Others are large groups consolidating. Scope is designed with you in the initial conversation.
Email Triage Agent in production. Routes inbound automatically. Validates the model on a real volume before deeper investment.
Triage + Policy Operations agents. The brokerage handles 2-3x current volume with the same team. Margin improves immediately.
All four pillars deployed. Operations intelligence in the CEO dashboard. The brokerage becomes a data-driven business, not a paper-pushing one.
The investment is determined after the initial mapping session, where scope, timing, and specific deliverables are validated for your reality.
If this resonates with your reality, we can talk. A 30-45 minute conversation. No commitment, no corporate pitch. Just understanding your situation and seeing if it makes sense to move forward.