Australian insurance brokers operate in increasingly complex environments, supported by a wide range of policy systems, CRMs, document libraries and compliance tools. While these systems are widely used and integral to broker operations, workflows often span multiple platforms, requiring manual document checks, repeated data entry and ongoing administrative work.

InsurAI is an Australian insurtech focused on addressing that challenge. InsurAI tools sit alongside existing policy, CRM and compliance systems, allowing brokers to use plain English to retrieve information, prepare documentation and manage administrative tasks through a conversational interface.

Founded by former broker Dylan Rodricks, InsurAI was built in response to practical issues experienced inside broker workflows.

“Broker systems do what they’re designed to do,” Mr Rodricks says. “The problem is the time it takes to move between them, read documents manually and record information. That’s where a lot of adviser time is lost.”

Shaped by real-world broker experience

InsurAI emerged from founder Mr Rodricks’ experience working as an insurance broker for more than seven years. He says the turning point came when he realised how much of his time was being consumed by administrative work.

“I felt like I was spending the majority of my day reading policy documents, checking wordings, recording disclosures and jumping between screens,” he says. “That leaves less time for advice and client conversations, which is where brokers add the most value.”

Mr Rodricks’ experience working inside brokerages directly informed how InsurAI was built, particularly the way the AI understands insurance documents and terminology.

“The AI is built specifically for insurance,” he says. “It’s trained on policy documents and insurance language, so it understands terminology, structure and the types of issues brokers need to look for. Without that context, AI isn’t very useful in insurance.”

While automation tools have attempted to address administrative load in the past, Mr Rodricks believes many have fallen short by removing too much human control.

“Fully automated processes work until they encounter nuance,” he says. “Insurance is full of nuance. When automation doesn’t recognise that, brokers are left correcting errors after the fact, which can increase workload and risk.”

InsurAI’s approach is to use insurance-specific AI to handle time-intensive tasks such as reading policy documents, preparing information and tracking disclosures, while involving brokers when judgment or interpretation is required.

“The system is designed to work like an assistant,” Mr Rodricks says. “It does the heavy lifting, but it knows when to stop and bring the broker in.”

Practical tools addressing specific bottlenecks

InsurAI currently offers three AI tools, each designed to address a specific administrative bottleneck in broker workflows.

PolicyAI focuses on policy documentation. It allows brokers to ask questions about product disclosure statements in natural language and receive clear, structured answers drawn directly from the relevant policy wording. Responses include summaries and explanations.

Unlike general AI tools, PolicyAI is trained exclusively on insurance policy documents. It also indicates confidence levels in its responses and directs brokers to the relevant section of the document when certainty is lower. For firms requiring deeper integration, the Enterprise tier allows brokers to upload and train the tool on their own policy databases. This ensures the references and confidence levels provided are tailored specifically to the brokerage’s unique product suite. 

“That transparency is important,” Mr Rodricks says. “It helps brokers work faster without losing confidence in the advice they’re giving.”

ConsentAI is designed to help brokers manage client consent and disclosure obligations through a structured compliance workflow. The tool specifically streamlines the capture of commission consents and manages pre-renewal disclosure requirements, ensuring brokers meet their transparency obligations at every critical touchpoint. The tool supports granular, purpose-based consent capture, real-time monitoring of opt-in rates and expiry windows, and an immutable audit trail of time-stamped records. It also includes a workflow builder for approvals, renewals and evidence collection that aligns with brokers’ compliance needs.

“It provides a consistent and defensible way to manage consent,” Mr Rodricks says. “That’s becoming increasingly important for broker compliance.”

JordanAI supports client intake and triage. It can be embedded on broker websites or used internally to collect structured client information, respond to policy questions and guide conversations in real time.

Whether interacting with clients online or assisting staff during phone calls, JordanAI helps ensure the right questions are asked and relevant information is captured upfront.

“It behaves more like a knowledgeable assistant than a basic chatbot,” Mr Rodricks says. “It understands policy context and supports better conversations.”

Supporting better broker-client relationships

A core principle behind InsurAI is that AI should enhance the broker-client relationship, not replace it. By reducing time spent on administrative tasks, brokers can focus more on advice, explanation and client engagement.

“The AI can prepare information, check documents and track compliance,” Mr Rodricks says. “That frees brokers up to spend more time talking to clients, explaining cover and making informed recommendations.”

The conversational interface also reduces training overheads, making it easier for staff at different experience levels to work effectively with complex systems.

“People don’t need to memorise workflows or screens,” he says. “They can simply ask for what they need.”

Built for broker growth

InsurAI’s longer-term ambition is to see conversational AI become a standard layer across broker operations, quietly handling repetitive work while supporting human decision-making.

As brokerages look to grow without proportionally increasing administrative overheads, Mr Rodricks believes this model offers a sustainable path forward.

“Technology should absorb the low-value work,” he says. “That allows brokers to scale, while keeping advice quality, client trust and professional judgment at the centre of the business.”

For brokers navigating increasing regulatory and operational demands, InsurAI’s focus remains clear: reducing friction inside existing workflows so advisers can spend more time doing what matters most.

Connect with InsurAI

Want to find out more about InsurAI and how it can benefit your brokerage? Sign up for a pilot program, or book a demo. 

Find out more here.