We build AI knowledge systems for insurance brokerages. Carrier appetite, underwriting rules, placement history — accessible to your whole team in seconds, grounded in your own documentation.
That means every engagement is shaped by how operations actually work — not how a slide deck says they should.
We map how work actually flows before recommending anything. AI comes after we understand the real problem.
Every improvement is contained and validated before it goes wider. The operation keeps running while we deliver.
We agree upfront what success looks like — and we track it. No ambiguous experiments.
A simple, staged approach — designed to prove value before we go any further.
Assess where knowledge gaps are costing time and money. Before we build anything, we map what your team knows, what's documented, and where the gaps are.
Structure your documentation so the system can use it. Carrier guides, underwriting rules, internal playbooks, placement history — organised into a single source of truth.
Build the Compass knowledge system on your documentation. Configured to your workflows, tested against real producer queries, and ready for your team to use.
Deploy with your team and keep it current. As carrier guidelines change, the system updates. Your team gets alerts before outdated information causes a problem.
Who We Help
Your producers carry years of knowledge about carrier appetite, underwriting rules, and market placement. When that knowledge lives in people's heads and nowhere else, it creates inconsistency, slow onboarding, and E&O exposure.
Lender criteria, product rules, and compliance requirements change constantly. A knowledge system keeps your whole team current — so no one quotes from memory or relies on the one person who knows the product inside out.
Senior accountants carry client history, technical knowledge, and process expertise that isn't documented anywhere. When they leave, it goes with them. A knowledge system means the business keeps running at the same standard.
Client Results
We've fully automated the refund process for a UK-based vending operator — removing significant manual effort and improving customer experience from day one.
Client Testimonial
What stood out most is their ability to combine technical delivery with a strong understanding of the commercial impact. The solutions delivered have already helped improve efficiency and enhance the customer experience, in particular, we have now fully automated our refund process, which has removed a significant amount of manual effort from the business. Off the back of the initial results, we made the decision to expand the engagement into a second project.
Get in Touch
A short conversation to understand your operation, identify where value is likely, and decide whether it's worth moving forward.
A focused 30-minute session. No pitch, no obligation — just a practical view of where AI can reduce manual load in your operation.
Book Your Free CallVAT Registration Number: GB 511 2637 29
