Insurance brokerage.
Renewals prepared, quotes compared, claims chased and every FCA record kept. The executive sees the clients that need a call.
What broking teams run on Hive
- Renewal preparation
- Market presentations
- Quote comparison
- Policy checking
- Claims chasing
- Premium finance chase
- Mid-term adjustments
- Client due diligence
- Commission recs
- Renewal preparation
- Market presentations
- Quote comparison
- Policy checking
- Claims chasing
- Premium finance chase
- Mid-term adjustments
- Client due diligence
- Commission recs
Renewals start early.Markets worked, claims chased.
Autonomy is earned, not switched on.
Every use case starts on a rung you choose. Each approval teaches Hive the boundary. As approvals become routine, the work moves up a rung, within limits you set and can pull back at any time.
Connect your broking data
CRM, schedules and client files in one governed workflow, renewal to claim.
Use case examples. A sample of the work Hive takes over. The full map is drawn with your team in week one.
Renewals start six weeks out, and half the client information is stale.
+Hive builds the renewal file from the policy record, pulls last year’s risk information, drafts the client questionnaire and chases the answers on a schedule. Only the non-responders reach you.
Market presentations are rebuilt by hand for every insurer.
+From the risk information Hive drafts the market presentation in house format, tailors the cover letter per insurer and holds it for you to approve before it goes out.
Quote comparison is a spreadsheet nobody trusts.
+Hive reads every insurer quote as it lands, normalises cover, excesses, conditions and premium, and produces the comparison and a plain-English recommendation for your review.
Policy documents arrive with errors and nobody has time to check them.
+Hive checks every incoming policy schedule against the quote bound: sums insured, endorsements, excesses, dates. Discrepancies go back to the insurer in draft; clean documents go to the client.
Claims updates are chased by phone and lost in the inbox.
+Hive tracks every open claim, requests status from the insurer on a schedule, logs each response against the claim and drafts the client update. You approve; Hive sends.
Mid-term adjustments are small, constant and slow.
+Address changes, vehicle swaps, added locations: Hive drafts the MTA request to the insurer, updates the record, tracks the endorsement and files it. Premium changes above your threshold are held for approval.
Premium finance defaults surface too late.
+Hive watches the finance provider feed, spots missed instalments the day they happen, drafts the client contact and the insurer notice, and keeps the cancellation clock visible.
Client due diligence and sanctions checks are a compliance afterthought.
+On every new client and renewal Hive runs the KYC and sanctions checks, assembles the file and drafts the record for the compliance owner to sign off.
Commission statements never match the bordereaux.
+Hive reconciles insurer commission statements against policies bound and premiums collected, flags the differences and drafts the query to the insurer.
The directors cannot see retention, GWP or which accounts are unprofitable.
+Hive keeps a live view of retention rate, GWP, commission per account and time spent per client, and flags the accounts where effort outweighs income.
Noted.
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