BrokerPilot reads your schedules, quotes and market data end to end — extraction, comparison, quoting and advice in one platform. 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.
Your books, submissions, and historic placements — ingested, structured, and searchable across every account.
Filings, registries, and open datasets — cross-referenced against every client automatically.
Real-time events scored for relevance and routed to the broker who needs them.
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 ComparisonDrop in any file — financial statements, policy schedules, leases, permits. BrokerPilot structures the rest automatically.
The pipeline reads every page, maps the client's operations, and cross-references coverage requirements for their industry.
Get a prioritised list of coverage gaps with propensity scores, expected premium, and ready-to-send client emails.
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 a full audit trail on everything the platform touches.
TLS 1.3 with post-quantum cipher suites. Traffic stays private even against tomorrow’s computers.
Every document and record is encrypted with AES-256 the moment it lands.
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.
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 ComparisonROA 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) automationA 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 tableFiles upload straight into encrypted storage — they never sit on a shared server.
Role-based access and a complete, tamper-evident log of who saw and changed what.
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.