Assessment complete

Three systems, tuned for a personal-lines book.

Insurance broker · Insurance broker pack

For a 9-person team with mostly motor and household policies, Khayalo focused on the admin load that builds up in your text inbox.

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days

Balanced. Recommended for most.

3d14d · their default30d

Redwood Insurance Brokers

monthly recovered for Redwood Insurance Brokers. 9 advisers in Cape Town, ZA.

Three systems to start with.

Assembling · 0/3

1

System #1

Quote triage

New enquiries auto-qualified by line of cover, briefed, and routed to the right adviser with full context.

2

System #2

Renewal nudges

30, 14, and 7-day renewal reminders. Renewal options crafted for adviser approval before going out.

3

System #3

Claim-status replies

"Where’s my claim?" Answered with live status pulled from the carrier. Plain English, every time.

“We used to lose renewals because no one had time to call back. Now we don’t. That’s it. That’s the whole story.”

— Owner, personal-lines book · composite voice

Messages · Sipho K. · +27 82 555 0142

Hi, need a quote for my Polo 2020, living in Sandton. Also my wife’s Fortuner.

13:42

Try it now

See system #1 in action.

An inbound text just arrived at Redwood Insurance Brokers. Press draft reply, watch Khayalo write in their voice. The team approves before anything is sent.

A week in Redwood’s Monday digest.

5/5

07:06

Quote triage picked up a motor enquiry from Sipho K. in Umhlanga, qualified the cover type, and routed a structured brief to the personal-lines adviser in Microsoft 365.

07:24

Renewal nudges sent a 14-day reminder to Nomsa M. and drafted her household renewal options for adviser approval.

07:48

Claim-status replies answered Lerato D.’s text about a Santam windscreen claim after pulling live carrier status.

08:03

Flagged: a renewal draft for Pieter V.’s Discovery commercial vehicle policy is ready, with disclosures logged.

08:41

Adviser handoff created a one-screen brief from a late-night text thread with Themba P. in Rivonia.

Based on a real insurance broker customer (anonymised). Hover any line to see why it fired.

“I open my Monday with a clean queue and a pre-written brief for every quote. I get an extra hour every morning.”

— Personal-lines adviser · composite voice

The numbers, scaled to you.

Their team had 9 advisers. Drag to fit your shape.

Their numbers · drag to fit yours

Tune it to your business.

Advisers on your team9 people

2 people40 people

Avg commission per policyR800

R200R3,000

Extra policies / month18

580

Projected monthly recovered

R14,400

≈ R172,800 / year

A team of 9 would see roughly 18 per month at R800 avg.

Want a report like this for your business?

Four questions, four minutes. We will recommend the pack that fits, the three systems to start with, and a watch window you can tune during onboarding.