Altari
Insurance Brokers & Advisers

Stop Chasing Renewals. Start Growing Your Book.

AI agents that handle renewal follow-up, claims communications, and new business outreach — so you write more policies with less admin.

altari.ai — Insurance OS
Live Activity
All systems live
Policy renewal reminder sent
42 clients renewing this month
just now
Claim summary drafted
Home contents — reference #8821
2m ago
Referral lead qualified
Business owner, 3 policies likely
4m ago
Re-engagement sequence triggered
Clients not contacted in 90 days
7m ago
Broker alert: policy expiring soon
Commercial fleet — client: Vantage Pty
12m ago
80%
Renewal reminders automated
Lead response speed
6h
Saved per broker/week

The Problem

Sound familiar?

Renewals lapse through follow-up gaps

Your team means to chase every renewal. But volume is high and the day gets away. Policies lapse because nobody followed up in time.

Claims comms eat the day

Keeping clients updated through the claims process is constant, repetitive, and emotional work. Your advisers are stuck in their inbox.

New business BD is always last on the list

Servicing existing clients is urgent. New business isn't — until your book stops growing and you realise you haven't prospected in months.

What We Build

AI agents built for Insurance businesses

Renewal Follow-Up

Sends automated, personalised renewal reminders at the right intervals — so no policy lapses through a follow-up gap.

Timed renewal sequences
Policy lapse prevention
Multi-channel reminders
Gmail
Outlook
HubSpot
Instantly

Claims Communications

Keeps clients informed through every stage of a claim with automated updates — without your advisers writing each one.

Stage-triggered updates
Client satisfaction maintained
Adviser time freed
Gmail
Claude
Slack
Outlook

New Business Outreach

Keeps a new business pipeline active even when servicing is busy — personalised outreach to prospects running 24/7.

Prospect list building
Personalised sequences
Meeting booking
Clay
Apollo
Instantly
HeyReach

CRM & Policy Sync

Keeps your CRM current with zero manual entry — policy dates, client interactions, and follow-up tasks auto-updated.

Auto policy date tracking
Interaction logging
Follow-up scheduling
HubSpot
Clay
Airtable
Notion
0Renewals lapse from missed follow-up
8h+Per week back to advisers
2xNew business pipeline activity
100%Claims comms sent on schedule

The Process

Live in 30 days. Compounds forever.

01

Discovery call

We map your biggest workflow bottlenecks and identify where AI will have the highest ROI. No fluff — just real systems.

Workflow audit
ROI mapping
System scoping
02

We build it

Your custom AI agents are built, integrated with your existing tools, and tested before anything goes live.

Custom build
Stack integration
QA & testing
03

It runs — and compounds

Your AI operating system goes live. Every month, performance improves. New agents deploy. The gap between you and manual competitors widens.

Goes live in 30 days
Monthly performance reviews
New agent every month

Ready to see it in your business?

Book a free 30-minute AI audit. We'll show you exactly where the wins are — no pitch, no pressure.

Book a Free AI Audit

Let's Talk

See exactly how AI can cut up to 70% of your operational workload.

We'll walk you through real systems already live in other businesses — and show you exactly where the wins are in yours.