See everything. Quote anything.
BrokerPilot reads your schedules, quotes and market data end to end — extraction, comparison, quoting and advice in one platform. Analyse a schedule or compare quotes right inside Microsoft 365 Copilot. Built by data scientists, backed by insurance.
Built by data scientists.
Backed by insurance.
Not a business-school playbook wired to an off-the-shelf agent. Our models are built by the people who build models — and pressure-tested by senior insurance operators who know exactly what “right” looks like on a schedule, a quote and a Record of Advice.
Every signal that moves a risk, in one place.
Private data
Your books, submissions, and historic placements — ingested, structured, and searchable across every account.
Public records
Filings, registries, and open datasets — cross-referenced against every client automatically.
Live news signals
Real-time events scored for relevance and routed to the broker who needs them.
Everything the desk does — end to end.
Turn any schedule into structured data.
Drop in a policy schedule, quote or claims pack. BrokerPilot extracts every asset, sum insured, premium and excess — structured, cited and audit-ready in seconds. State of the art, and we mean it.
→ Feeds Renewal ComparisonQuotes in seconds, from your own rates.
Point BrokerPilot at your binder and rate tables. It reads the risk, applies your rating and returns priced options ranked instantly — no re-keying, no waiting on the underwriter.
→ Pairs with Quote ComparisonEvery form and Record of Advice, drafted for you.
ROA documents, claims forms and proposal forms — populated from the client file, formatted to standard and ready for your sign-off. The paperwork stops being your job.
→ Includes Record of Advice (ROA) automationKnow your client better than anyone.
A complete 360° picture of every client — cover, gaps, assets and life events — with the next best conversation surfaced for you. Advise better; grow the book as a byproduct.
→ Revenue you were leaving on the tableUpload, analyse, act.
Upload client documents
Drop in any file — financial statements, policy schedules, leases, permits. BrokerPilot structures the rest automatically.
AI analyses risk exposure
The pipeline reads every page, maps the client's operations, and cross-references coverage requirements for their industry.
Receive gap report + content
Get a prioritised list of coverage gaps with propensity scores, expected premium, and ready-to-send client emails.
Enterprise-grade security, without the homework.
Your clients’ data is some of the most sensitive there is. We treat it that way — encryption that’s ready for the next decade of threats, zero-trust isolation, and role-based access to your team’s work.
Hybrid post-quantum key exchange (ML-KEM, NIST FIPS 203) on connections to BrokerPilot.
Documents and database records are encrypted with AES-256 the moment they’re stored.
Credentials rotate automatically on a tight cycle — no static secrets sitting in code.
Your database is unreachable from the open internet. Every tier verifies the one before it.
Files upload straight into encrypted storage — they never sit on a shared server.
Only team admins can change team settings. Each job records who submitted it, and credit use is kept in a ledger.
A managed firewall blocks known attacks and rate-abuse around the clock.
Your data is hosted in South Africa — close to home, and under local rules.