Australian broking houses can save real time with AI — claims-side summarisation, quote and renewal automation, underwriter-portal data extraction, file note generation. The time savings flow straight to the bottom line. We help you deploy AI specifically for broking workflows, with the CPS 230-aligned governance and carrier-ready evidence pack built in from day one.
Not "AI transformation". Specific tools applied to specific broking workflows — with the audit trail every CPS 230 material supplier needs to keep anyway.
AI condenses claim correspondence, generates file notes, surfaces missing information. Hours saved per claim handler per week on standard claims; built with logged prompts and retention rules so the audit side is solved.
AI compares quote terms across markets, flags differences, drafts renewal summaries. Renewal cycles materially faster; decision logic documented to a standard the carrier and PI insurer will accept.
Transcription with proper consent, retention rules configured, access restricted, integrated into your broker system. The same workflow most houses do badly, done in a way the auditor will accept.
QBE, IAG, Suncorp, Allianz are all rolling AI features into broker portals. The Bundle audits and configures every one of them against your CPS 230 material-supplier framework — so the platform AI helps you without creating exposure.
Real findings from real Sprints across Australian broking houses. The same AI tools doing productive work above are also doing this — in houses where nobody's built the discipline yet.
Both broker-built and platform-provided. The "recommendation" produces FOFA-style obligations the broker may not realise apply — and the AI decision logic is rarely documented to a level that satisfies an APRA reviewer.
Fireflies, Otter, native platform AI. Capturing privileged communications, claim assessor notes, and material facts with consent obtained at best informally. Privacy Act and state-level recording laws both engage.
QBE, IAG, Suncorp, Allianz and others have rolled AI features into broker portals. Many broking houses don't realise they've opted into AI-driven underwriting features by accepting a terms-of-service update — which exposes them under CPS 230 material outsourcing.
"Do you use AI in claims handling or quote generation? Document your AI governance policy." Most broking houses answer honestly and get a premium adjustment. Renewals have been delayed three months over AI questions alone.
Not generic frameworks. The named regulatory instruments and contractual representations that apply to your AFS licence and carrier appointments — and that every broking AI Build we ship is designed to satisfy from day one.
Many Australian brokers place into the London market, hold Lloyd's broker authorisations, or work with offshore reinsurance flows. UK and EU AI obligations attach to those flows when AI is involved in placement or claim handling — and EU AI Act extraterritorial provisions catch some broker-supplied models when they affect EU policyholders. The Bundle maps cross-border AI exposure and produces the evidence pack your London brokers, reinsurers, and carriers will ask for.
AI & Automation, sold standalone. Managed IT & Security if you want the full operating standard underneath it. Same team behind both, same engineering discipline you apply to your own clients.
CPS 230-aligned AI: claims summarisation, quote analysis, renewal automation. Carrier-appointment-ready evidence pack, PI questionnaire documentation included.
Full IT & security envelope for insurance brokers — helpdesk, Microsoft 365 management, Essential Eight ML1, backup, Quarterly Business Reviews. CPS 230 material-service-provider documentation supplied.
Two weeks. From $4,950 + GST. Discovery of every AI tool — including the ones in your carrier portals — draft CPS 230-aligned AUP, board-ready summary. No MSP relationship required.