AI for Insurance Brokers and Agencies
Connect your software to AI assistants and unlock a smarter, faster way to work. Model Context Protocol (MCP) provides a standard way for compatible AI assistants (Claude, ChatGPT, Gemini etc) to connect with our software systems. Our Insurance MCP is in soft launch. Contact us to confirm the supported assistants, available connections, access requirements and tasks before relying on them.
Ready to transform your business?
How MCP Can Help Your Business
Use everyday language to get the information you need, take action and save time across your workflows.
Find Information Instantly
Ask questions about customers, policies, claims or commissions and get accurate answers from your system.
Work Across Teams
Help your servicing, sales, claims and finance teams access the information they need, in the way they work.
Take Actions Faster
Create quotations, update policy details, log claims or generate reports directly through your AI assistant.
Secure and Controlled
Your data stays secure with proper access controls, audit logs and permission settings.
Gain Useful Insights
Summarise portfolio performance, pending renewals or commission trends with simple prompts.
Uniquely Designed for You
Built specifically for the needs of your business, integrated with your existing Success IT system.
Real Examples, Real Productivity
Here are some of the ways businesses are using MCP in their daily work.
"Show me all policies renewing next month for all clients by premium size."
Get a list of upcoming renewals in seconds. Prioritise follow ups.
"Generate monthly breakdown of gross written premium across all business lines."
Extract accurate financial summaries and revenue metrics with simple prompts.
"List outstanding premiums overdue by 30 days + draft payment reminder emails."
Gain clear visibility into payables and upcoming settlement deadlines.
"Check if premium adjustment for #4102 has been invoiced correctly."
Verify policy adjustments, endorsement billings, and credit notes effortlessly.