Read across the documents.
Extract entities, locations, activities, limits and dates from client updates, policy schedules and endorsements.
AI FOR COMMERCIAL INSURANCE BROKERS
Client changes.
Policy questions.
AI connects the dots.
Aimactek compares client emails and call notes with policies and endorsements. AI flags conflicting details and missing information, then drafts the follow-ups, review tasks and renewal briefs your team needs.
✳ AI prepares the work. Your brokers make the decisions.
01 / CLIENT COMMUNICATIONS“Our new warehouse opens November 1.”
Extract the location, entity and effective date.
ONE CLIENT UPDATE → FOUR CONNECTED LAYERS
INPUT
A client mentions a new warehouse and subsidiary. AI extracts the business changes from the message.
Illustrative analysis · Select a layer to exploreBUILT FORCommercial P&C brokerages
READS TOGETHERMessages, policies & account records
PREPARES FOR REVIEWFindings, follow-ups & next steps
01 / THE WORK YOUR AI TAKES ON
Stop reconciling
every account
by hand.
Your client emails a change. The context is scattered across five documents.
Aimactek is an AI analysis workspace for account managers and producers—not an insurer or a replacement for your agency management system. It reads across the account, explains which records disagree, and prepares the work for a broker to review.
Follow a change through the account ↘Surface conflicts and gaps.
Compare the update with dated records. Flag a missing location, an inconsistent entity name or a fact that still needs confirmation.
Prepare the next action.
Draft targeted client questions, assignable review tasks and a source-linked account brief. A broker checks and approves the output.
02 / TRY A SOURCE-LINKED AI REVIEW
From a client email
to a review-ready plan.
Choose an update. Inspect the records behind each finding, then switch between the brief, client email and task list below. This guided example uses prepared data, not a live AI connection.
M
Meridian Foods
Renewal in 72 days
AI MATCHES THE ACCOUNT RECORDS
MMeridian FoodsCommercial account
Existing context Needs a closer look
AI-PREPARED REVIEW PLAN↘
BROKER REVIEWNothing is sent or changed without your review.
Evidence first. Action next.
Facts, open questions and professional judgments remain distinct, so your team can see exactly where to focus.
THE ACTUAL DELIVERABLES
Not another summary.
Work you can use.
Every scenario produces a review brief, a client follow-up and a task list. Select an output to see exactly what your team receives.
DRAFT · BROKER APPROVAL REQUIREDPrepared example · Changes with the account scenario above
✳THE ACCOUNT RECORD↗
A history you can
actually follow.
Fact + source + effective date ✓
↳ The right context.
At the right point in time.
At the right point in time.
03 / ACCOUNT MEMORY
Keep the history.
Lose the guesswork.
People move on. Inboxes fill up. The context behind an account shouldn’t disappear with them.
Bring the client’s entities, locations, activities and decisions into a record your team can follow. Revisit what was known at the time, alongside the policy versions that were in effect.
↗
Changes have a timeline.See what changed, who confirmed it and what remains open.
↗
Observations have a source.Go from an insight to the exact passage behind it.
04 / AI-ASSISTED RENEWAL PREPARATION
The next renewal
starts with today.
Turn the year’s emails, account updates and policy versions into a renewal brief. AI consolidates confirmed changes, flags unanswered questions and prepares a document request list for broker review.
Explore the renewal timeline ↓An illustrative planning sequence. Your brokerage sets the dates, responsibilities and review requirements.
BEYOND A SINGLE DOCUMENT
Daily account work.
Deeper AI analysis.
Designed for the moments that require several records, a timeline and professional judgment—not just a quick answer.
01Policy & endorsement comparisonSpot differences before they become a missed question.+
READS TOGETHER
Current policy, prior version, endorsements and client instructions.
AI ANALYSIS
Compare named entities, limits, deductibles and effective dates. Surface changed wording with the passages that need review.
YOUR TEAM RECEIVES
A clause-level difference list, source references and an exception queue. Not an automatic coverage determination.
02Client changes & service requestsTurn an ordinary message into a complete follow-up.+
READS TOGETHER
Email threads, call notes, locations, vehicle schedules and account history.
AI ANALYSIS
Identify new activities and assets, reconcile entity names, and separate confirmed facts from details the client has not supplied.
YOUR TEAM RECEIVES
A targeted information request, review checklist and draft account update with the original sources attached.
03Renewal & quote preparationBring the whole year into the next decision.+
READS TOGETHER
Prior submissions, updated exposures, loss records and carrier quote documents.
AI ANALYSIS
Reconcile reporting periods and business scope. Organize quoted terms side by side and flag conditions that are not directly comparable.
YOUR TEAM RECEIVES
A renewal narrative, missing-document list and quote comparison for broker review—not an automated carrier recommendation.
04Claims & account handoffsPreserve what happened, when, and what remains open.+
READS TOGETHER
Incident notes, correspondence, dated policy records and service activity.
AI ANALYSIS
Build a source-linked chronology, identify inconsistent dates and list missing information without inferring liability or coverage.
YOUR TEAM RECEIVES
An incident preparation brief, open-question list and handoff record. The team controls any notice or external submission.
DATA IN. REVIEWED WORK OUT.
Work with your records.
Keep your system of record.
Aimactek is designed to sit alongside your existing tools. Start with controlled imports; scope direct connections around your systems, permissions and review process.
01 / BRING CONTEXT
Documents & conversations
Policy PDFs, endorsements, account exports, email threads and call transcripts.
Proposed intake · Authorized sources only02 / CONNECT & REVIEW
Aimactek AI
Extract facts. Compare records. Link evidence. Draft the next action.
Broker review before external action03 / RETURN THE WORK
Your account workflow
Reviewed briefs, client follow-ups, task lists and approved account updates.
Export first · Write-back by agreementEmail & document access +
Implementation can start with approved message and document imports. Mailbox and document-store connectors require a scoped access review, supported APIs and validation in your environment. No mailbox connection is active in this preview.
Agency management systems +
Map client IDs, entities, policy versions and task ownership to your agency management system. Direct sync depends on the system’s API and access permissions. Aimactek does not claim a certified vendor partnership or a ready-to-use connector here.
Approval, access & retention +
A production rollout must define user roles, client-level permissions, retention periods and an audit trail. Confirm how data is stored and processed before connecting real client records. These controls are implementation requirements, not security certifications.
In this website: explore prepared scenarios and download briefs. Live AI processing, document intake and external integrations are not connected.
MEASURE THE WORK, NOT THE PROMISE
What a useful pilot
should prove.
Compare a broker-reviewed sample with your current process. Agree on the baseline before making performance claims.
Time to a review-ready brief
Measure preparation time and the corrections a broker needs to make.
Traceability & review quality
Check source accuracy, missed changes and findings that should not have been flagged.
Fewer unresolved handoffs
Track whether open questions have an owner, next step and completion status.
05 / ONE ACCOUNT. A BETTER HANDOFF.
Built for the people
behind the relationship.
Give each person the context they need, while keeping the whole team on the same page.
PROFESSIONAL JUDGMENT, BY DESIGN
Intelligence you can follow.
Decisions you still own.
A useful observation should be explainable. Explore the source, challenge the interpretation, and decide what happens next.
Traceable sourcesClear unknownsBroker review
A FEW GOOD QUESTIONS
A little more
context.
Who is Aimactek designed for?+
Independent and regional commercial insurance brokerages whose teams manage business changes, account service and renewals across many clients. The first workflows focus on commercial property and casualty accounts.
How does it fit with an agency management system?+
The product is designed to connect account information to the work around it. The first release is scoped around document and message imports. Any direct connection or write-back to an agency management system needs to be confirmed during implementation.
Does Aimactek make coverage decisions?+
No. Aimactek organizes information, identifies questions and prepares work for review. Licensed insurance professionals make coverage recommendations, interpret terms and approve external communications.
What can I try in this preview?+
Explore three fictional account updates, inspect their source evidence, record a local review, download an account brief, and move through the history and renewal views. The preview uses prepared examples and does not connect to live AI, client accounts or insurers.
What would a pilot involve?+
Choose an account workflow, agree on the information your team can share, and define how brokers will review the output. A useful pilot measures review time, missing information and handoff quality against your current process. Use the pilot planner below to create a brief for your team.
A CLEARER WAY FORWARD
Bring the next change
into focus.
Start with a client update, the relevant policy records and one workflow to improve.