Services/Corporate insurance brokerage AI

brokerAiDBeta

Filings tell you before the policy expires

Finds corporations with new insurance demand from electronic disclosure filings first, and manages everything from sourcing to active cases to reinsurance in one place. A new facility investment filing is the risk itself.

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CHAPTER 1

Service overview

Most general insurance is one-year and expires, so all work revolves around expiry. Whoever secures the expiry date and the incumbent handler early gets the timing advantage.

  • Electronic disclosure signals

    Filters each day's filings by type into the inbox.

  • Automatic corporate enrichment

    Fills in overview, financials, largest shareholder, and the contract amount, term, and region from the filing text.

  • Case stages

    Pick and attach per case from a twenty-stage dictionary. The order may be swapped.

  • Through reinsurance

    Also handles facultative reinsurance layers for large and high-risk properties.

CHAPTER 2

Screen examples

The event comes first, and the target comes out of it. No one has to go searching.

brokerAiD — signal inbox

16 disclosure signals today

New facility investmentSample Chemical · KRW 120B plant expansionCAR · EAR candidate
Single sales/supply contractSample Construction · new logistics centerConstruction period = insurance period
Tangible asset acquisitionSample Energy · equipment acquisitionProperty all-risk succession

Active case — Sample Chemical property

  1. InvitedUsually D-90
  2. BORUsually D-60
  3. RFP · AllocationUsually D-42
  4. Reinsurance sourcingFac
  5. Comparison tableUsually D-14

The owner enters the dates, and the usual schedule appears only as a hint.

This is an illustrative screen.

CHAPTER 3

The flow of work

Removing automatic deadlines is the core of this service. Practitioner testing showed they create schedules that don't actually run and false delays.

  1. 01

    Signals

    Picks candidates from filings and skips corrected re-filings.

  2. 02

    Decision

    When the owner starts, an active case opens.

  3. 03

    Case work · marketing

    Manages invitations, BOR, RFP, and quote sourcing.

  4. 04

    Compare and decide

    Reports with a quote comparison table and a coverage opinion.

  5. 05

    Closing · maintenance

    Handles application and policy checks, endorsements, and claims.

Signals (of 1,311 filings)
246items
Inbox inflow
16/day
Corporations found automatically
187companies
Daily lookup quota used
0.4%

7-day backfill measured, September 2026

CHAPTER 4

The line between AI and people

All automation in this service is read-only for now. There is no path that sends anything to the market.

What AI does all the way

  • Electronic disclosure scan and signal classification
  • Corporate overview, financials, and largest shareholder enrichment
  • Extracting contract amount, term, and region from filing text
  • Audit report financial indicator suggestions: confirmation by a person

What people decide

  • Signal verdict: why this company, why now
  • Stage target dates and completion dates
  • Confirming financial values
  • A line explainable to the policyholder

Quote requests, slip sending, and insurer portal lookups are planned.

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