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BrokerAI
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For South African insurance brokers

Upload the schedule, the quote or the fact find. BrokerAI reads it in front of you, drafts the Record of Advice, comparison or renewal pack, and lets you edit every line in the browser before it generates the finished documents and emails you a copy.

Start free How it works
See finished example documents

Ten free credits. No card. Every draft must be reviewed and signed off by you.

POLICY-QUOTE-COMPARISON.PDF
Receiving documentsLIVE
Drop the current policy and the competing quotes
Insurer A — current schedule.pdf12 pp
Insurer A — renewal quote.pdf6 pp
Insurer B — personal quote.pdf9 pp
0 OF 3 RECEIVED · ANY INSURER, ANY FORMAT

Finished output · anonymised

See exactly what you get.

Real documents BrokerAI produced, with every client detail replaced. Open one in Word.

136+
registered broker organisations
500+
registered users
23
tools in the platform
Cape Town
AWS storage for client files

Registrations as at September 2026. Not every registered user is active.

01Why

The paperwork is not optional. The hours spent on it are.

Every piece of advice a broker gives has to be written down. Records of Advice, replacement records, renewal letters, quote comparisons, confirmation of cover. Most of it is built by re-typing information that already sits in the policy schedule, the quote and the fact find. 

That is the work that fills Friday afternoons and renewal season. It has to be right, it has to be consistent, and it has to be done before the client hears back from you. 

BrokerAI reads those documents and writes the first draft while you watch. It turns the schedules, quotes and adviser notes into a structured working draft, flags the details to check, lets you edit every line, and leaves the judgement with you. 

Every output is a draft. The authorised representative reviews it, edits it and signs it off. BrokerAI is software, not a financial services provider. 

02How it works

Upload, watch it work, edit, generate. Four steps and a few minutes.

This is the Personal ROA tool. Every other tool follows the same path.

  1. 01

    Upload the file.

    Drop in the schedule, quote or fact find. PDF, Word, Excel or an email straight from Outlook, up to 60 MB. Add a note if there is context the documents do not carry. Tick Afrikaans if the client needs it.

    Personal ROA — Upload
    Upload Documents (Personal)Typical cost 0.75–1 credits

    Drag & drop files or browse

    PDFDOCXXLSXEMLMSG
    Policy Schedule.pdf 598 KB
    Enable Document Chat
    Generate in Afrikaans
    Generate Personal ROA
  2. 02

    Watch it read the documents.

    Processing runs live in front of you. A timeline shows each stage, and a feed shows what is being pulled out: policyholder, policy number, premium, sums insured, excesses. Most runs take a few minutes.

    Personal ROA — Processing
    Processing DocumentsLive updates
    1. Processing uploaded documents
    2. Document text extraction completed
    3. Preparing AI analysis of insurance documents
    4. AI analysing insurance documents
    AI reasoning● Live
    Policyholder: Mr. S. Naidoo (synthetic)
    Policy number: 5450 0637 679
    Renewal date: 1 March 2027
    Monthly premium: R2,882.64 incl. fees
    Buildings: R3,495,891 · thatch roof · bonded
  3. 03

    Review and edit in the browser.

    Every field and section is editable in place. Ask for a section to be polished, made more concise, cut by a third, or simplified for the client. Nothing is final until you say so.

    Personal ROA — Review
    Policy detailsStep 3 · Review
    Policy owner
    Mr. S. Naidoo
    Policy number
    5450 0637 679
    Renewal date
    1 March 2027
    Annual premium
    R34,591.68
    Section A · Summary Polish section

    Mr. Naidoo requires comprehensive short-term cover to protect his primary residential property, household contents and motor vehicle against accidental loss…

    • Professional
    • Friendly
    • Concise
    • Reduce length by ~30%
    • Simpler for client
  4. 04

    Generate the documents.

    One click produces the Record of Advice and the Risk Analysis as finished documents. A copy lands in your inbox, and the run sits in your records for next time.

    Personal ROA — Complete

    Personal ROA complete

    Your Record of Advice has been generated and is ready to download.

    Mr. S. Naidoo · Personal ROA Mr. S. Naidoo · Risk Analysis

    A copy has also been emailed to you.

03Tools

23 tools in six categories. All live in the product today.

Short-term personal and commercial, life, investments, quote comparisons and the everyday broker utilities. Most tools take the documents you already have and return a structured draft. A few take client details or a name instead.

Short-term personal. Complete personal-lines advice bundles from the schedule or quote in the file.

See the workflow

  • Personal ROA

    01

    A complete Personal Record of Advice with structured multi-document outputs.

    Record of AdviceRisk analysis

  • Personal Replacement ROA

    02

    A replacement Record of Advice that presents the policy comparison clearly, with the client letter drafted alongside.

    Replacement ROAClient letter

  • Personal Renewal ROA

    03

    A renewal-focused bundle built from the renewal schedule, ready to send once reviewed.

    Renewal ROARisk analysisClient email

  • Personal Policy Summary

    04

    A client-friendly summary of the current policy: insured items, cover, premiums, excesses and key considerations.

    Policy summary

In development

  • Medical aid plan review and recommender
  • Short-term claim merit and quantum tool

Every output is a draft. An authorised representative must review and sign it off.

04Pricing

Credits, not seats. Every paid plan includes unlimited users.

Credit use depends on document size and task complexity, so one run is not always one credit. A Personal ROA run typically costs 0.75 to 1 credit. Prices in ZAR, excluding VAT. Monthly credits reset every billing cycle; top-up credits never expire and are only used once the monthly ones run out. Every plan starts with the free trial.

Trial

once-off

R0

10 credits

One user. At 0.75 to 1 credit for a Personal ROA run, enough to put several real files through the tools and judge the output.

Start free

Silver

per month

R3,500

50 credits / month

For active broker organisations. Priority queue and organisation-linked usage.

Start free, then upgrade

Gold

per month

R6,000

100 credits / month

For higher-volume organisations. Usage discounts, custom logo, early access to beta tools.

Start free, then upgrade
Compare all features
Users
Trial1 userBronzeUnlimitedSilverUnlimitedGoldUnlimited
Effective price per included credit
TrialFreeBronzeR80SilverR70GoldR60
All core workflows
TrialYesBronzeYesSilverYesGoldYes
Document extraction and analysis
TrialYesBronzeYesSilverYesGoldYes
Priority generation queue
TrialNoBronzeNoSilverYesGoldYes
Organisation-linked usage
TrialNoBronzeNoSilverYesGoldYes
Usage discounts
TrialNoBronzeNoSilverNoGoldYes
Custom logo management
TrialNoBronzeNoSilverNoGoldYes
Early access to beta tools
TrialNoBronzeNoSilverNoGoldYes
Support
TrialStandardBronzeStandardSilverPriorityGoldPriority, with onboarding

Enterprise

Large brokerages and insurer-aligned groups that need flexible usage, controls, templates or organisation reporting get a scoped agreement.

FSPHub members may qualify for a separate 25% partner offer. Live pricing information. Eligibility and terms apply.

Talk to the team

05Security

Where your client files go.

Client files are sensitive. These are the published facts about how BrokerAI handles them.

Storage
Customer documents and outputs are stored on AWS in Cape Town.
Processing
Some AI, OCR and screening processing occurs offshore.
Protection
Information is encrypted in transit and at rest, with logical separation between organisations.
Model use
Customer content is not used to train models.
Oversight
Every draft must be reviewed and signed off by an authorised representative before it reaches a client. BrokerAI does not send anything to clients itself.
Retention
Uploaded source documents are deleted automatically five days after upload. Generated outputs stay until you delete them. Job records are kept for 400 days.
Read the full security information

06Questions

What brokers ask before they start.

07Contact

Talk to a person.

A guided walkthrough, help choosing a plan, or an enterprise conversation. To create an account, use Start free instead. General contact: admin@brokerai.co.za.

Your details are used to respond to this enquiry. Read the privacy notice.

Try it on a real file this week.

Ten free credits, one user, no card. See what the draft looks like before you decide anything.

Start free Talk to the team