AI app for insurance · no coding needed
Broker renewal preparation
A client-friendly collection process tailored to one commercial insurance niche.
Made for: Independent commercial insurance brokers
What it does for you
The problem
Renewals involve repetitive document collection and missing details.
What it gives you
Broker-reviewed renewal document pack
What you give it
Policy schedulesclient updatesrenewal checklists
How it works, step by step
- Collect current schedules
- Extract expiry dates
- Request changed exposures
- Identify missing documents
- Compare prior submissions
- Assemble renewal packs
What you see on screen
- Renewal calendar
- client checklist
- broker review
Build it yourself with your AI system
Build this app yourself, no coding needed
Start with a quick version you can try in a few minutes. Like it? Then build the full app by copying and pasting our step-by-step instructions: everything is prepared for you.
Sign in to see how to build it yourself
Build a quick version to try, or get the full app pack for Broker renewal preparation with the step-by-step building instructions. You don't need any technical skills: you copy, paste and answer a few questions. Both are included in the membership.
4 Have it built for you days to a few weeks
Rather not do it yourself, or want it fully tailored to your data, your way of working and your brand? Nexibeo builds Broker renewal preparation with you.
What's in the app pack
Included in the Complete AI Training membership.
- The building instructions your AI follows, step by step
- The questions your AI will ask you about your business before it starts
- A clickable demo you can open in your browser, to see how it should work
- A detailed blueprint of the screens, the information it keeps and the checks it runs
Become a member to get the app packAlready a member? Sign in
The files, for the technically curious
- START-HERE.mdHow to build it with your own AI (read first)3 KB
- README.mdOverview and links1 KB
- questions.mdQuestions to answer before you build3 KB
- prompt-cloudflare.mdThe full build prompt, hosted on Cloudflare25 KB
- prompt-vps.mdThe same build on your own server (Docker)25 KB
- spec.jsonData model, API, AI pipeline, acceptance criteria15 KB
- demo/index.htmlThe working demo on sample data214 KB
Questions
Do I need to know how to code?
No. You copy and paste the prompts on this page into ChatGPT or Claude, and the AI does the building. When it asks you something, you answer in your own words.
What does it cost?
The quick version, the app pack and the step-by-step instructions are for members: you pay the membership price, not a price per app (see the plans). Building the full app uses your own ChatGPT or Claude subscription. Putting it online is often cheap or no cost at the start, and your AI tells you before anything costs money.
How long does it take?
The quick version: about two minutes. The real app: an afternoon for a first version you can use, longer if you want every feature.
Can I change it to fit my business?
Yes. Tell your AI what to change in plain words, like “add a column for the price” or “use our logo and colours”. Or have Nexibeo build and customise it for you.
More detailsHow the AI works, safeguards and what to build first
For independent commercial insurance brokers, turn policy schedules, client updates and renewal checklists into broker-reviewed renewal document pack. Address the recurring problem: renewals involve repetitive document collection and missing details. The pilot measures complete renewals and preparation hours against the buyer's current method, before the larger build.
Choose the request type, collect declared facts and required documents, extract relevant fields, show missing or inconsistent information, let the submitter correct it, and route the complete package to an authorized reviewer. Start with policy schedules, client updates and renewal checklists and finish with broker-reviewed renewal document pack.
How the AI works
Classify submitted material, extract candidate fields and draft clarification questions. Deterministic rules test required fields and formats. Keep uncertain extraction visible and preserve the original statement. Do not infer missing material facts.
Safeguards
Separate document preparation from coverage, underwriting and claims decisions. Authorized professionals review policy meaning and customer commitments. Validate source access and reviewer availability during the pilot. Maintain customer-level access, data deletion controls and a record of final approvals.
What to build first
Begin with independent commercial insurance brokers and one recurring use case. Build the first two modules: collect current schedules; extract expiry dates. Provide operator assistance for the third module: request changed exposures. Deliver broker-reviewed renewal document pack through a manual review queue. Perform other necessary full-scope functions manually during the pilot. Include all applicable access, accuracy and professional-review controls from the start.
What it can connect to
Broker-approved policy documents, case records and carrier requirements. Case management, customer records, document storage and notification systems. Begin with an exportable review pack before automating destination writes. These are candidate integration categories, not verified supported connectors.
The screens in detail
Give submitters a mobile-friendly step-by-step form with document uploads and a visible completeness checklist. Staff see a queue with missing items and extracted fields. Place the original document beside each uncertain value. Show submitted, clarification required and ready-for-review states. In this product, the first view is renewal calendar, followed by client checklist and broker review.
