SMEAutomate
Automation Score
Financial Services & Insurance

Automate the paperwork. Advise with confidence.

IFAs, brokers, and insurance firms handle mountains of compliance paperwork, policy renewals, and client communications. SMEAutomate's AI agents take on the admin-heavy processes so advisers can focus on client relationships.

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Top workflows to automate first

Policy renewal management

Agent tracks renewal dates, contacts clients ahead of time, collects updated information, and prepares renewal packs.

4–6 hrs/week saved

Client document collection

KYC documents, proof of income, ID checks — requested, chased, verified, and filed automatically.

3–5 hrs/week saved

Compliance reporting

Agent compiles audit-ready reports from client records, transactions, and communications.

3–5 hrs/week saved

Before and after

Managing a policy renewal

Today

Check spreadsheet for upcoming renewals

15 min

Pull client file and review

10 min

Contact client, request updated info

15 min

Chase if no response

10 min

Prepare renewal recommendation

20 min

Send to client, process acceptance

15 min

85+ minutes of manual work
With SMEAutomate

Renewal flagged 60 days ahead

Automatic

Client contacted, info requested

Instant

Auto-chase on missing items

Automatic

Renewal pack prepared for adviser review

< 2 min

Mostly instant and automatic

Results in practice

Example figures

Independent insurance broker

16 staff

Time saved

14 hours/week

Key result

Renewal retention rate up 20%

Integrations

We connect with the tools your industry relies on.

Back-office systemsCRMDocument managementEmailCompliance platforms

Ready to automate your financial services & insurance workflows?

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