AI for insurance brokers
Brea checks Outlook through the day for quote requests and certificate asks, logs prospects in HubSpot and drafts your renewal emails. Anything that needs a licensed review comes to you.
A day with Brea
- 8:00 am
Daily service brief
Brea texts you the service emails, renewals and open HubSpot tasks due today.
- 8:15 am
Quote request
Checking Outlook every 15 minutes from 8 to 6, Brea finds a new request, adds the prospect to HubSpot and texts you to call.
- 10:30 am
Certificate request
Brea finds the client's policy in OneDrive and drafts the reply, flagging anything that needs your review.
- 1:00 pm
Renewal outreach
On Mondays, Brea finds policies in your renewal sheet expiring within 90 days and drafts a request for updated exposures.
- 3:00 pm
Client meeting prep
An hour before each client meeting on your calendar, Brea sends the policies, open items and last emails.
- 5:00 pm
Policy changes
Brea drafts a summary of today's change requests for your team's Teams channel.
Things to text Brea
Quote request watch
Every 15 minutes from 8 to 6 on weekdays, check Outlook for new quote requests. Add each prospect to HubSpot and text me so I can call while they're warm.
Brea checks your inbox every 15 minutes and only wakes up when a new request comes in, then logs the prospect in HubSpot and texts you who to call.
Renewal watch
Every Monday, find the policies in my renewal sheet that expire in the next 90 days and draft an email to each client asking for updated exposures.
Brea reads your Excel renewal list and drafts each request for your approval.
Certificate requests
Every 30 minutes during work hours, check Outlook for certificate requests, find the client's policy in OneDrive, and draft the reply. Flag anything that needs a licensed review.
Brea pulls the policy file and drafts the response, and leaves the judgment calls to you.
Daily service brief
Every weekday at 8, text me the service emails, renewals, and open HubSpot tasks that need action today.
Brea reads your inbox and pipeline and sends one short list.
In the apps you already use
Outlook
Checks for quote and certificate requests and drafts the replies.
HubSpot
Adds new prospects, logs client emails and lists today's open tasks.
Microsoft Excel
Reads your renewal sheet to find the policies coming up.
OneDrive
Finds dec pages and policies to answer certificate requests.
Docusign
Sends applications and tells you when they're signed.
Microsoft Teams
Posts policy changes to your team once you approve them.
What the busywork costs.
- Better odds of qualifying a lead called in 5 minutes, not 30
- 21x
- More service cases handled with an AI assistant
- +14%
How insurance brokers text Brea
Brea acts. You stay in charge.
Brea does the work, but nothing important happens without you. Your agent runs in its own private, isolated workspace.
You approve what matters
Before Brea sends, deletes, shares, or changes a setting, it asks you in iMessage. Reply allow, always, or deny.
Every payment is yours to approve
Brea pays only after you approve the payment in Link by Stripe. Each purchase uses a new one-time card.
Passwords stay out of chat
You save site logins on a secure Brea page, not in a text. They are encrypted, and the AI never sees them.
You control what it remembers
See and delete what Brea remembers about you, or just ask it to forget.
By now your agent could already have started.
Your to-do list, handled. Send Brea a text in iMessage and let it take it from there. Free, with every feature included.