Secure AI Agent · Insurance Brokerage
AI applied to
your brokerage's book
A specialist configured to anticipate renewals, follow claims, reconcile commissions, and keep regulatory records organized.
Companies that trust UPX
Capabilities
What the Insurance Brokerage Agent
can do
Main areas of work for the Insurance Brokerage AI Agent in your operation.
Renewal anticipation
Flags expiring policies in advance and prepares the outreach.
Claim follow-up
Monitors progress with the insurer and chases what has stalled.
Commission reconciliation
Cross-references what was paid with what was expected per policy.
Record keeping
Keeps regulatory documentation and registrations in order.
Document collection
Pursues what is missing from the insured to move the process forward.
Book overview
Consolidates terms, lines of business, and concentration per insurer.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Term control
- Anticipates renewals and prevents gaps in the book.
- Commission reconciliation
- Flags divergence between expected and received amounts.
- Claim follow-up
- Monitors deadlines and chases what has stalled.
How it worksFrom the term to the renewal,
From the term to the renewal,
with review at every step
Connect your systems, define what the agent can do, and let the follow-up happen within your brokerage's limits.
- Connect CRM and book controls
- The agent works where the book is already managed.Connect the CRM, the policy spreadsheets, and the client channels so the Secure AI Agent has access only to what it needs to follow the book.
- Ask for the work
- Talk to the agent in natural language.Request the month's renewals, the claim status, or the commission reconciliation through the available channels. The agent understands the context, applies the configured skills, and follows the brokerage's rules.
- The agent prepares. The broker leads.
- From alert to renewal, with control.The agent anticipates, chases, and reconciles within the defined permissions. Quoting, advising the client, and intermediating the contract stay with the registered professional.
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Integrations
Connected to the systems your brokerage already uses
The Insurance Brokerage AI Agent can query your book and run tasks in the systems your team already uses.
Pipedrive 
Google Calendar 
Flow
What goes in,
what the agent does, and what comes out
From the raw book to a prepared alert, following your brokerage's rules and permissions.
Inputs
- Policy listCSV
- Commission statementPDF
- Claim progressDOC
Processing
Secure AI Agent
Processing the task
- Read
- Cross-check
- Reconcilerunning
- Prepare
Skill appliedRules verified
Output
Completed
Follow-up prepared
- Expiring renewals listed
- Commission divergence flagged
- Stalled claims highlighted
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your brokerage's rules.
- 1
Query
Reads policies and statements and answers with the reference.
- 2
Prepare
Anticipates renewals and reconciles commissions.
- 3
Request review
Waits for validation from the responsible broker.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action, according to each company's policy. Quoting, advising on coverage, and intermediating contracts always stay with the registered broker.
Get started
Put a Secure AI Agent to work.
Start on the platform or choose the plan that fits the pace of your operation.
Security and compliance
Security that can be verified.
Certifications and attestations
UPX maintains SOC 2 Type II and ISO 27001, with independent audit over its information security controls.
Privacy and regulation
- LGPD
- Operations follow Brazil's Law 13.709/2018. In AI Agent contracts, UPX acts as data processor; the legal basis remains with your company.
- Zero Data Retention
- A product policy, not a certification: with compatible providers and configurations, processed content is not retained after execution.
- Retention and deletion
- The retention policy is defined by contract. Once the contract ends, data is deleted within the agreed period.
Frequently asked questions
Common questions about the Insurance Brokerage Agent
What brokerages usually ask before putting an agent to support the book.
Does the agent sell insurance or issue policies?
No. Brokerage requires a registered professional. The agent anticipates renewals, organizes documentation, and prepares the outreach; quoting and intermediating stay with the broker.Does it decide whether a claim is covered?
No. Coverage analysis and payout are the insurer's. The agent follows progress, chases what has stalled, and flags when a document is missing from the insured.How does it reconcile commissions?
The agent cross-references the received statement with what was expected per policy and flags divergences. Pursuing the insurer stays with the team.Does it guarantee no policy lapses?
The agent alerts in advance about expirations and follows the renewal process. Continuity of coverage depends on the insurer's acceptance and the client's decision.Is policyholder data used to train models?
No. Content processed by Secure AI Agents is not used to train UPX models or third-party models.Can we audit what the agent did?
Yes. Every action is logged: what was queried, what was proposed, when, in which system, and under which permission. The history stays available for review and auditing.How long does it take to go live?
It depends on the systems involved. The starting point is connecting the policy control and configuring the agent for renewals, then expanding to claims and commissions.
Secure AI Agent
Bring a Secure AI Agent to your brokerage
Talk to our specialists and see how to adapt this AI Agent to your processes, systems, and needs.