Show the facts behind a decision
LiveBroker Copilot
Ask a question in plain English and the copilot answers from your live data, with the clients behind the answer as well as the number.
- ASK
- Which commercial clients renew in 30 days with no email?
- ANSWER
- 7 clients renew before 9 Aug with no email on file
- DETAIL
- 4 have a mobile number on record
- OFFER
- Draft the request? · broker approves
- NO AUTO-SEND
Example data, fictional.
How it works
Broker Copilot Workflow
Plain-English questions
You can ask “Which commercial clients renew in the next thirty days with no email on file” directly. There is no report to build or spreadsheet to export, and the answer reflects the book as it stands this morning.
Clients behind the answer
The answer includes the clients it counted, so the next step is a worklist.
Your own material
Answers come from your policies, your correspondence and your knowledge base, and not from generic insurance text on the open web. When the copilot cites something, it is a document your firm wrote.
Drafts only
Ask for a follow-up and the copilot writes a draft. What happens to the draft is your decision, and the copilot cannot send a message to a client.
Also from Claude, ChatGPT and Microsoft 365 Copilot
Brokers who already work in Claude, ChatGPT or Microsoft 365 Copilot can ask Aoibhe the same questions from there. The answers come from the brokerage’s own book and the connection is read only.
Works with
Related Features
Plain-English questions over a brokerage’s live book, answered with the underlying clients and an optional drafted follow-up.
Brokers ask Aoibhe from Claude, ChatGPT or Microsoft 365 Copilot and get answers from the brokerage’s own book. The connection is read only and Aoibhe is listed in Claude’s Connectors Directory.
A daily read of the whole book listing cross-sell gaps, dormant clients, insurer concentration and renewals worth a call.
Customer, insurer and assessor threads on the same claim gathered into one matter, across whichever channel each party uses.
Questions
Broker Copilot FAQ
- What can I ask the broker copilot?
- Questions over your own book: which policies renew this month, which clients hold one product and not another, what the brokerage already did for a similar risk, where contact details are missing. The answer includes the underlying clients as well as the total.
- Does the copilot send messages to clients?
- No. It can draft a reply, a renewal note or a summary, and the draft stays with the broker. Sending is a separate decision made by a person.
- Where do the answers come from?
- Your live data and your own documents, inside your own tenant. Answers use policies, correspondence and knowledge-base material your firm supplied. Generic insurance content from the open web is not used.
- Can I ask the broker copilot from Claude or ChatGPT?
- Yes. Aoibhe also answers from inside Claude, ChatGPT and Microsoft 365 Copilot, read only, from the brokerage’s own book. See Ask Aoibhe from Claude, ChatGPT and Microsoft 365 Copilot for how that connection behaves.
- Do I need to know how to write a query?
- No. Questions are asked in ordinary English, so nobody has to wait for a person who knows the reporting tool.
See it working
Request a Demo
Bring a sample enquiry to a 30-minute demo. We’ll show the client file, the draft and the broker handoff, using your own data if you prefer.
Or email support@aibroker.ie.