AI renewal automation for UK brokers

Stop chasing renewals by hand

The Renewal Agent handles renewal and claims status-chasing inside the systems your team already uses. Governed, auditable, and fit for the FCA Consumer Duty. One workflow live in 21 days. You own it.

Book a 15-minute call See how it works

5.0 on Clutch A founder on every project Live in 21 days

The Day 21 Guarantee

Not in production on Day 21? You keep the second half of the fee — and everything we built.

The problem

Renewal chasing is the work nobody wants and everyone does

Pulling lists, sending the third follow-up, updating the system, checking a claim’s status for a client who has called twice. It is repetitive, it is rules-based, and it quietly eats the hours your team should spend advising clients and winning new business.

Unchased renewals leak revenue you have already earned. It is also exactly the kind of work AI should do, if it is done properly.

What the Renewal Agent does

One workflow, taken off your desk

Chases renewals

On schedule, in your tone, and logs every touch.

Chases claims status

And flags the ones that need a human.

Updates your system of record

Acturis, Applied Epic, or whatever you run, so nothing falls through.

Escalates the exceptions

To your team instead of burying them.

It runs inside your existing tools. No new platform for your staff to learn.

Governed from day one

Not a black box bolted onto client communications

✓Auditable. Every action is logged, so you can evidence what happened and why.

✓A human owner. One accountable person, with a clear off switch.

✓Reversible. Nothing the agent does cannot be undone.

That is what makes it fit for a Consumer Duty world, not just a demo. Brokers we work with make a routine renewal review materially faster while keeping a human accountable for anything that touches a customer outcome.

Inside the software you already run

Built into your system of record, not bolted beside it

The Renewal Agent works inside your existing broking platform, so there is no new tool for your team to open and no data to migrate. We build against the system you already run and hand you the code.

Acturis Applied Epic Open GI Your custom platform

If it has a modern API, we can build inside it. Not on this list? Tell us on the call.

How it works

Three steps, 21 days

STEP 01

A 20-minute call

We map the one renewal workflow worth automating first.

STEP 02

21 days to build

We build it inside your systems and put it into production.

STEP 03

You own it

Handover, a short walkthrough for your team, and it is yours. No lock-in.

What it costs

Published, before
you call us.

$15K–$40K

One governed workflow, built into your broking system and live in 21 days. Fixed scope, fixed price, confirmed on the call before anything starts.

Lower endOne clean workflow, one system, tidy data.

Higher endSeveral systems, legacy data, heavy sign-off.

Not a retainerYou own the code at handover. Nothing to keep renting.

Most agencies will not name a number before a sales call. That is the number.

The guarantee

The Day 21 Guarantee

Not in production on Day 21? You keep the second half of the fee — and everything we built.

The alternatives

Why not just hire
someone for it?

	Renewal Agent	A temp or junior	A generic AI agency	Leave it as is
Live in	21 days	Weeks to hire, then training	Three to six month discovery	Never
Runs inside Acturis or Epic	Yes	Yes	Usually a new platform	Yes
Every action logged for Consumer Duty	Yes	Only what they remember to note	Varies	No
Works the backlog at 6pm on a Friday	Yes	No	Depends what was built	No
Cost shape	One fixed build	Salary, every year	Retainer plus licences	The renewals you lose
You own it at the end	Code, data, logic	They can leave	Often rented access	—

A temp is the honest comparison, not another AI vendor. If a person is the right answer for your volume, we will say so on the call.

Straight answer

Who this is
not for.

Your renewals book is small

If one person handles renewals comfortably in a couple of hours a week, a build at this price will not pay you back. Keep the person.

Your system of record has no modern API

We build inside your software, not beside it. If nothing can be read or written programmatically, there is nothing to build into. We will tell you on the call rather than after.

You want it live next week

Twenty-one days is the honest floor for something governed, logged and reversible. Anyone promising less is skipping one of those.

You want a tool nobody owns

This ends with your team owning and operating it. If you would rather rent a black box and never look inside, another vendor will suit you better.

Why KORIX

Proof you can
check yourself.

Built inside the tools you already run. The client owns the code. A founder is on every project, so the person accountable for what ships is the person you talk to.

Recognised by

OpenAI Select PartnerOpenAI Partner Network · 2026

#6 AI ConsultingIndia · F6S 2026

5.0 on ClutchVerified client reviews

Do you own your AI?

A short checklist before you sign with anyone

Do you own the code, or rent access to it?
Can you see and audit every action it takes?
Can a human override or reverse it?
Does it run inside the systems your team already uses?
Is there one named person accountable for what it does?

FAQ

Questions brokers
ask.

Not sure it fits how your brokerage runs? Ask us.

Book a call →

What does the Renewal Agent actually do?

It chases policy renewals on schedule and in your tone, chases claims status and flags the ones that need a human, updates your system of record so nothing falls through, and escalates the exceptions to your team instead of burying them. It runs inside the broking software you already use.

Does it work inside our existing broking system?

Yes. KORIX builds the agent inside your existing system of record, such as Acturis, Applied Epic, or a custom platform, rather than asking your team to adopt a new tool. There is nothing new for staff to learn.

Is it safe for an FCA Consumer Duty environment?

It is built to be governed from day one. Every action is logged so you can evidence what happened and why, one accountable human owns it with a clear off switch, and nothing the agent does cannot be undone. That is what makes it fit for a Consumer Duty world rather than a demo.

How long does it take to get live?

Twenty-one days. It starts with a 20-minute call to map the one workflow worth automating first, then KORIX builds it inside your systems and hands it over with a short walkthrough for your team.

Who owns it at the end?

You do. Handover includes the code and a walkthrough for your team. There is no lock-in and no rented access. You own the code, the data, and the decision logic.

What if it is not live by day 21?

If your workflow is not live and running by day 21, you do not pay the balance.

What do you need from us to build it?

Three things. Access to your system of record, one named person who owns the workflow and can approve how it behaves, and a sample of real renewal cases so we build against how your team actually works rather than how a process document says it works.

What happens to the exceptions it flags?

They go to a named person on your team, with the reason attached, inside the system you already work in. The agent never quietly decides something it was not scoped to decide. An exception that nobody picks up stays visible rather than closing itself.

Does it message our clients directly?

Only where you have said it can, in wording your team has approved, and every send is logged against the policy. You set which touches go out automatically and which need a human to press send. For anything that touches a customer outcome, a person stays accountable.

What if our renewal data is messy?

That is the normal case and it is part of the scope. Messy or spread across systems pushes the build toward the top of the range rather than the bottom. If the data is too thin for the agent to act safely, we will say so on the call instead of building something that guesses.

One workflow off your desk.
Live in 21 days.

A 15-minute call. We will name the one renewal workflow we would automate first, what it would take, and whether it is worth doing at all.

Book a 15-minute call → See the 21-Day Pilot

No pitch · No commitment · Honest answer even if it is no