## TYPICAL TOOLS

The employee runs inside the systems you already use.

The point is less manual work, not another app to manage.

Applied Epic

Salesforce

Outlook

SharePoint

If your stack is different, it almost certainly connects too.

## WORKDAY PRESSURE

### Start where someone is already getting chased.

Insurance brokerages and account-service teams managing commercial renewal books.

Owner

Broker, CSR, account manager, or brokerage principal responsible for renewals, advice quality, and client retention.

#### Workday sentence

Which renewals are at risk, what changed, and what do I need before the renewal date?

#### Where it gets stuck

Renewal work lives across carrier emails, AMS notes, policy documents, client replies, and audit requirements.

#### What cannot go wrong

A renewal is missed, premium shock is not explained, or an advice trail is thin when the client questions the recommendation.

#### What stays human

They protect advice, relationship trust, and compliance notes.

They do not want AI recommending coverage.

#### First useful version

A renewal pack with missing items, policy deltas, premium flags, client chases, and broker-ready review notes.

## WORK + APPROVAL

### What changes when this work gets handled.

Mia is useful only if this work gets cheaper, faster, cleaner, or easier to trust.

She handles prep, drafts, chases, and handoffs.

Your team keeps the decision.

#### Work to clear

##### What your team gets back

Renewal file summary with missing items, premium-change flags, and policy deltas

##### Impact

###### Why it matters

Less review time, fewer missed items, cleaner files, and less expensive admin around work that still needs expert approval.

##### Current cost

Renewal emails, expiring policy documents, client replies, and broker notes

##### Human approval

###### Where people stay in charge

Brokers or CSRs approve client communication, coverage recommendations, remarketing decisions, and any regulated advice.

## WHY THIS RESULT MATTERS

Insurance renewal work is a relay race across inboxes, AMS notes, carrier portals, client replies, and policy documents.

The bottleneck is not just comparison.

It is the chase: missing documents, premium changes, stale client replies, and audit notes that have to be ready before the renewal date.

## CURRENT COST

- Renewal emails, expiring policy documents, client replies, and broker notes
- Coverage comparison rules, premium-change thresholds, and remarketing criteria
- Compliance notes, escalation paths, and approval thresholds

## RESULT DELIVERED

- Renewal file summary with missing items, premium-change flags, and policy deltas
- Client chase drafts and carrier follow-up drafts
- Broker review pack with audit-ready notes and source links

## PROOF MOMENT

“Renewal date is 12 days away. The AI employee flags a 22% premium increase, missing payroll declaration, and two policy deltas before the broker calls the client.”

## MORE IN BACK-OFFICE

### Other results on the same track.

- **Contract review**  
Read incoming contracts, flag deviations against precedent, summarize the delta.

Counsel reviews the diff, not the document.

- **Mortgage broker AI assistant**  
An AI assistant for Australian mortgage brokers that handles document collection, borrower chases, file prep, and loan-processing admin inside your broker software.

- **Accounting close prep**  
Get the books BAS-ready by chasing missing client documents, clearing bank-rec exceptions, and preparing the close pack for review.

- **Legal matter intake**  
Get one matter moving by collecting facts, chasing missing documents, preparing conflict-check context, and drafting client updates.

- **Claims processing**  
Triage incoming claims, cross-check policy coverage, prepare the first response.

Adjusters approve the decision.

- **Onboarding**  
Every new hire, customer, or account gets the same complete welcome — forms filled, signatures chased, access provisioned.

- **Approvals**  
Route every approval request to the right person with the context attached.

Chase what stalls past your SLA.

### Work scorecard

## Before you hire for it, send us the stuck work.

Mia checks the cost, risk, approval line, and whether an AI employee can clear the first version.

## WORK + APPROVAL SCORECARD

A short check for cost, speed, quality, risk, and the first safe version.

### Work

What keeps piling up?

Replies, reports, checks, handoffs, document chases, approvals, or follow-up that keeps coming back.

### Cost

What does it cost now?

Staff time, manager attention, customer wait time, rework, missed follow-ups, or lost revenue.

### Quality

What would make it useful?

Better drafts, faster turnaround, fewer errors, cleaner handoffs, and less chasing from managers.

### Control

What still needs human approval?

Customer promises, pricing, refunds, legal language, financial decisions, or anything that can damage trust.

## HIRE YOUR FIRST

### One stuck task. Insurance renewal prep. First proof in 48 hours.

Send the renewal file.

Mia maps the first inbox-triage, client-chase, and broker-review loop.

### LIVE IN 48 HRS

One stuck workflow. Unstick renewal; Mia maps the first fix.