Industry · Insurance broking & insurtech

Revenue operations for insurance brokerages and insurtech.

Insurance broking runs on relationships, but it drowns in admin. We build the CRM architecture, automation and AI workflows that let your team focus on clients and underwriting — not data entry and manual follow-up.

Book your AI readiness & revenue auditBuilding insurtech?
What we solve

The challenges we solve

  • Client information is re-entered across multiple carrier portals and systems — consuming hours per week
  • Policy renewals fall through the cracks because tracking is manual or spreadsheet-based
  • Commission tracking and reconciliation is done manually with no visibility on discrepancies
  • No systematic follow-up after policy binding — zero cross-sell, upsell or retention automation
  • Referral and introducer relationships are unmanaged and untracked
  • Compliance documentation and regulatory reporting is manual and error-prone
  • No pipeline visibility on new business, renewals or producer performance

What we build

  • Insurance-specific CRM pipeline: New Business > Quote > Bind > Active Policy > Renewal
  • Policy renewal automation: reminders at 90/60/30 days, renewal preparation workflows, client touchpoints
  • Commission tracking and reconciliation — the same framework that found $37K in missing payments for a mortgage brokerage, adapted for insurance commissions
  • Carrier portal integration via n8n middleware — reducing manual data re-entry across multiple systems
  • AI document intelligence: policy comparison, coverage gap detection, automated certificate generation
  • Client lifecycle automation: post-bind nurture sequences, annual review scheduling, cross-sell triggers based on life events and coverage gaps
  • Producer performance dashboards: GWP by line of business, retention rate, pipeline value, conversion rate
For insurtech startups

Building an insurance technology product? We've done this before.

We built the complete go-to-market strategy and CRM implementation for an Australian regulatory technology platform — from zero GTM infrastructure to launch-ready in 6 weeks. We understand the intersection of technology, compliance and go-to-market execution in regulated industries.

What we deliver for insurtech

  • GTM strategy and CRM architecture for early-stage insurance tech companies
  • Sales pipeline design for complex B2B insurance sales cycles
  • Marketing automation for lead nurture across multiple buyer segments
  • Integration between your proprietary platform and your CRM/marketing stack via n8n
  • Reporting infrastructure: MRR tracking, trial conversion, churn monitoring, channel attribution
Why us

We understand financial services from the inside.

Our founder spent 8+ years at Bankwest, Commonwealth Bank and Westpac. We understand the compliance requirements, the referral dynamics, the commission structures and the operational complexity that generalist agencies don't.

Insurance broking shares almost identical operational DNA with mortgage broking — and our frameworks translate directly.
Assembly Growth AI

Two ways to start.

Book a revenue audit for your brokerage, or talk to us about go-to-market if you're building insurtech.

Book your AI readiness & revenue auditTalk to us about your insurtech GTM