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AI agent for fleet managers

Fleet Insurance Renewal Pack Agent

A complete, correct renewal pack ready for the broker before the deadline

AdministrationQuality controlOperationsInsuranceManagement
See how it worksGet access
Fleet Insurance Renewal Pack Agent: what goes in, what the agent does and what you get

What it does

Insurance renewal takes days because information is spread over claims files, telematics and driver lists. This agent starts weeks before renewal and gathers vehicle schedules, driver records, claims history and safety results. It checks each against the policy file for gaps, such as a vehicle sold but still listed, a new driver missing, or a claim with the wrong status. It requests missing data from the owners, then rechecks the whole pack. It builds the pack in the order the broker uses. The manager approves submission to the broker. Edge case: a driver's license check is a year old, so the agent asks for a fresh record before including the driver.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Renewal is 60 days away 2 USES A TOOL Collect the vehicle schedule and driver list 3 USES A TOOL Collect claims and telematics safety results 4 DOES Compare each item with the policy file 5 CHECKS THE RESULT Does every vehicle and driver match the policy file? If not: list differences, ask owners to confirm, andrecompare. Back to step 4. 6 CHECKS THE RESULT Are all records current enough? If not: request fresh records for stale items and gatherthem again. Back to step 2. 7 DOES Build the pack in the broker's order 8 YOU APPROVE Manager approves submission to the broker 9 RESULT Pack sent and copy filed
Read the steps as a list
  1. Renewal is 60 days away
  2. Collect the vehicle schedule and driver list
  3. Collect claims and telematics safety results
  4. Compare each item with the policy file
  5. Does every vehicle and driver match the policy file?If not: list differences, ask owners to confirm, and recompare. Back to step 4.
  6. Are all records current enough?If not: request fresh records for stale items and gather them again. Back to step 2.
  7. Build the pack in the broker's order
  8. Manager approves submission to the brokerThe agent waits here for your OK.
  9. Pack sent and copy filed

How it decides

A section is complete when every item matches the policy file and its date is recent. Missing or stale items are requested before the pack is called ready.

  • License checks older than 12 months are stale
  • Flag a vehicle not on the policy or sold
  • Flag claims open longer than 90 days
  • Lead the pack with the safety summary

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Lead time (default 60 days)
  • Stale records limit (default 12 months)
  • Broker template
  • Who supplies each section

What keeps you in control

It always asks you first

  • Sending the pack to the broker

Hard limits

  • Never send data outside the company without approval
  • Never change claim data

It stops when

  • Done: pack approved and sent
  • Stop: policy file is missing

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor 41 vehicles the agent found 2 trucks on the schedule that had been sold in June. The match check failed, so it asked operations to confirm and removed them after confirmation. Driver Ana M.'s license check was 15 months old, so it requested a new one. The pack went 18 days before renewal with the manager's approval.

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