01
Renewals
Gathers the renewal, prepares the file and drafts the client and insurer emails ahead of the deadline.
Platform
The operating layer for modern broking.
Alteric Intelligence works across email, calls and every system you use, capturing each client and insurer conversation, preparing the case, and drafting the response for a broker to review and send.
Overview
One system across every broker channel.
Today a broker's day is scattered. Client requests arrive by email, phone and portal; the answers live in a policy system, an inbox and a stack of documents; and every case is stitched together by hand, in the gaps between calls.
Alteric brings that work into one place. It sits across the channels and systems your team already uses, watches each conversation as it happens, and keeps the whole case in one continuous thread, so nothing is lost between the inbox, the phone line and the file.
Multi-channel capture
Every conversation, captured in one place.
Email, calls and insurer portals, together. Alteric listens across each channel, understands what's being asked, and writes a clean summary of every client and insurer exchange straight onto the case.
- EmailReads client and insurer messages across shared and personal mailboxes, threads them to the right case and pulls out what matters.
- CallsCaptures and summarises phone conversations, so a spoken instruction becomes a written record on the file automatically.
- Portals & documentsTakes in insurer portal messages, schedules and attachments, and reads them in the context of the whole case.
Drafting & review
Prepared for a broker to approve.
Once the case is understood, Alteric does the preparation. It assembles the file, works out what needs to happen next, and drafts the replies, to the client and to the insurer, in your firm's voice.
Nothing leaves the building on its own. Every draft lands in front of a broker to read, adjust and approve. Alteric does the groundwork; the broker keeps the judgement and the final word.
Nothing sends until a broker approves.
Every draft lands in front of a broker before it goes anywhere. See it on one of your own cases.
Request a demo
Workflows
The everyday broking, handled end to end.
Alteric runs the repeatable work that fills a broker's week: gathering the case, preparing the file and drafting each reply, ready for sign-off.
02
Mid-term adjustments
Turns a change request into a worked MTA, ready for a broker to check and confirm.
03
New business
Pulls an enquiry together, structures the risk and drafts the submission to market.
04
Claims (FNOL)
Captures first notification, records the detail and drafts acknowledgements to client and insurer.
05
Insurer requests
Reads an insurer query, finds the answer in the file and drafts the reply for approval.
06
Chasing
Follows up outstanding quotes, documents and payments so nothing quietly slips.
Renewals, mid-term adjustments, new business and claims, handled end to end. Bring us one of yours.
Request a demo
Compatibility
Compatible with the systems you already run.
Alteric works inside your existing stack rather than replacing it, reading from and writing back to the tools your team already trusts, so there's nothing new for brokers to learn.
Broker management systems
Reads and updates cases in the broking platform your team works in day to day.
Acturis · Open GI · Relay · Mobius · SSP · CDL · Transactor
Agency management systems
Pulls policy, client and cover data into each case, and writes changes back.
Applied Epic · AMS360 · EZLynx · HawkSoft · QQCatalyst · Sagitta
Sends and receives from your existing mailboxes and shared team inboxes.
Microsoft 365 · Outlook · Google Workspace · Gmail
Phone & voice
Captures and summarises calls alongside every written thread on the case.
Microsoft Teams Phone · RingCentral · 8x8 · Zoom Phone · 3CX
Insurer portals
Reaches insurer portals to place, amend and chase alongside email in one flow.
Documents & data
Reads schedules, statements of fact and attachments in the context of the case.
PDF · Word · Excel · scanned attachments · ACORD forms
Alteric works alongside your system of record, not instead of it. If your setup is not listed here, it does not mean we cannot work with it. Tell us what you run and we will tell you straight what is live today and what is in build.
Reporting
A live view of every conversation and action.
Because every interaction runs through one system, management can see the whole picture: what's in flight, how fast it's moving, and where a case is waiting on someone.
1,240
Conversations captured this month
4.2 min
Median draft turnaround
98%
Actions within SLA
Track volume by workflow, turnaround from request to reply, and service levels across the team, with a full record behind every case for compliance and review.
Illustrative figuresSee Alteric on your own cases.
Book a walkthrough and we'll show you the platform running the everyday broking your team does now: capture, drafting and review, end to end.