AI for Insurance Brokers

Scale Your Insurance Brokerage with 24/7 AI Employees & Agents

Take the Lomo AI Readiness Assessment and receive a custom breakdown of where AI systems can reduce manual work, improve policy processing, increase client retention, and create more operational leverage across your agency.

Built on

AnthropicOpenAI

Most Insurance Brokers Rely on Manual Processes to Drive Growth

01

Missed Leads

Cold calls, online inquiries, and referral follow-ups get lost in the shuffle during busy periods. AI agents catch every lead and respond instantly, ensuring no opportunity slips away.

02

Manual Admin

Policy renewals, claims processing, and client data entry consume hours each day for your team. AI agents automate these tasks seamlessly, freeing up time for more strategic initiatives.

03

Client Gaps

Follow-up calls, policy updates, and claims inquiries fall through the cracks when agents are overwhelmed. AI agents handle outreach, triage, and replies, providing consistent client engagement.

What's Included in your Free AI Readiness Assessment

A personalized report built from your responses, showing where AI can create the most value in your business.

01

AI Readiness Score

Your overall score and what it means.

02

Industry Benchmark

See how you compare to similar companies.

03

6-Dimension Profile

Strategy, Data, Talent, Infrastructure, Culture, and Execution.

04

Top AI Opportunities

Your highest-leverage workflows and agent ideas.

05

Recommended Deployments

Where to start and which agents to build first.

06

90-Day Action Plan

A practical roadmap for the first quarter.

Why now

The adoption window for insurance brokers is open.

01 / 03

87%

Insurance broker productivity gains of 87% when administrative workflows are automated through multi agent systems

02 / 03

47%

Claims processing costs reduce by 47% when agent clusters handle intake, documentation, and routine coordination tasks

03 / 03

18%

Policy renewal retention rates increase by 18% when brokers deploy automated renewal preparation and client outreach workflows

Don't get left behind with AI

Our AI Readiness Assessment identifies the workflows in your insurance brokerage that are most ready for AI, from client onboarding and claims processing to policy renewals, risk assessment, underwriting, and operations.

Start the Assessment

2 questions. Your number in 10 seconds.

What is AI worth to your team?

Question 01 / 02

Which of these eats the most time in your firm right now?

What we'd build

AI Use Cases for Insurance Brokers

Four examples of AI operations we'd install inside a firm. Tap any card to see how it runs.

How we work with insurance brokers

Installed, operated, and owned. Not another strategy deck.

We embed a fractional AI team inside your firm to build, deploy, and operate the systems identified above. 90 day cycles with measurable outcomes.

01

AI Discovery Sprint

Two weeks. We map your workflows, identify the highest ROI AI opportunities, and deliver a prioritized deployment roadmap. Four hours of your time.

See how the Sprint works

02

AI Transformation

A fractional Chief AI Officer plus implementation team inside your firm. We build the systems, train your people, and run them until they compound.

See how Transformation works

03

Ongoing Training

Structured AI fluency programs built for insurance brokers. Your team learns to operate and extend the systems we deploy, not rent them forever.

Training programs
Get Started

Let's build your firm's AI roadmap.

Start with a 3 minute AI audit, or book a strategy call with our team. We will walk through which use cases make the most sense for your firm specifically.