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.

5.0 on Clutch A founder on every project Live in 21 days
Renewals due Renewal Agent governed · logged Renewed auto, in your tone Exception routed to you Audit log 10:02 chased renewal · logged 10:03 claim status updated · logged 10:04 exception → owner · logged

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.

The guarantee

Live by day 21, or you do not pay the balance

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

Why KORIX

50+
governed AI builds
150+
projects delivered
24
countries served
5.0
rating on Clutch

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.

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?

Related reading: what unchased renewals cost UK brokers and governed AI vs hiring a consultancy.

Questions brokers ask

Before you book the 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. Your risk is zero.

Worth a 15-minute call to see if it fits your brokerage?

Book a 15-minute call

No pitch. We will show you the one workflow we would automate first and what it would take.