Insurance broking

Renewal information, sixty days before it is worth anything.

Pidgy is an AI email assistant for insurance brokers. It sorts the inbox before you open it, counts the days on every renewal form a client has not returned, drafts the reminder in your words, and turns what an insurer asked in a thread into work you can see.

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Gmail and OutlookYou click sendEU data residency

Today 4 of 13 done

Good morning.

Monday, 5 October

5 waiting on you·31 waiting on clients·Eleven renewals this month

FocusWaiting
AXInsurer needs the claims history, renewal in 9 days1dRenewal date
VTFleet list for the renewal, still missing19dCannot quote
BLClaim accepted, tell the client1dReturned
DRNew client asked about cyber cover2dReply
71 replies drafted · 14 stale follow-ups · 236 to triage

Illustrative data from no real brokerage

A working week, on average

EmailThe actual work
120+

business emails a day, per person. Perhaps six change what you do.

Radicati Group, Email Statistics Report
23 min

to get back to what you were doing after one interruption.

Mark, Gudith and Klocke, UC Irvine, 2008
28%

of the working week goes to email, before any real work is opened.

McKinsey Global Institute, The social economy, 2012

The renewal date does not move. The information does.

Sixty days out you ask for the fleet list, the updated turnover, the claims declaration. Thirty days out you ask again. Nine days out the insurer asks you why the quote is late and the honest answer is in somebody's sent items.

It is that nothing in the office counts the days against a date that everybody knows. Two hundred and thirty a day, eleven renewals a month, and the one that goes wrong is the one nobody chased in writing.

Pidgy does not place the cover.

Four things it does before you have opened anything.

NLMarket update: property rates hardeningNewsletter
BRYour broker portal password expiresNotification
Insurer needs the claims history, renewal in 9 days ~10mRenewal dateVan Tichelen NV
Fleet list for the renewal, still missing ~3m19 days waitingCannot quote
RNPortal release notes: claims moduleNotification
WBWebinar: cyber cover for SMEsNewsletter

You only see what matters

Two hundred and thirty a day, and the ones that matter are the ones with a renewal date behind them.

Van Tichelen NVFleet list for renewal, asked twice19dFollow up
BleyaertSigned claim form, water damage6dFollow up
DierckxTurnover figure for the quote2dToo soon
Follow up · Van Tichelen NVDrafted

Dear Mrs Van Tichelen, a short reminder about the fleet list for the 1 November renewal. The insurer cannot quote without it and at nine days out we lose the negotiating room. A spreadsheet or a photo of the list is fine.

SendReady when you are

Follow-ups sorted for you

Which client owes which piece of renewal information, how many days against the date, and the reminder already written. You press send.

AXFrom Sabine RoosInsurer, commercial lines · this morning

Van Tichelen renewal, two things before we quote

We can hold the current terms, but underwriting needs the three year claims history and confirmation of the new premises by Thursday. After that the renewal goes to the standard rate.

Tell Bleyaert the claim was accepted
Send the insurer the claims history and confirm the new premisesBy ThursdaySabine RoosVan Tichelen NV
Cyber cover options for Dierckx
Dierckx turnover received

Emails become tasks

Who is asking, what for, and by when, lifted out of the insurer's email and put on the list with the deadline and the client attached.

AXRenewal terms, commercial combinedInsurer
VTFleet list, 14 vehiclesClient document
BLClaim form, water damage, signedClaim
DRTurnover figure for the quoteClient document
PLPolicy schedule, issuedPolicy
NLMarket updateNewsletter

Emails categorised for you

Insurer correspondence, client documents, claims, policy schedules, market updates. Labelled on arrival, so the claims history is one click, not a search.

Illustrative data from no real brokerage

And then the rest of the day.

Three more things Pidgy does between an email landing and the renewal being bound.

  1. Replies

    Three ways to answer it. Or your own words.

    Every thread that needs a reply gets three, and they are the three things you would most plausibly say back given what the client or the insurer asked.

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    Reply to Sabine Roos

    “Underwriting is asking for a 12% increase on the property section. Can you get the client to accept by Thursday?” Sabine Roos, this morning

    Three likely answers click one

    Push back on the figure
    Ask what drives it
    Buy time with the client
    Write it yourselfAlways available
    Selected draft Edit

    Dear Sabine, 12% on a section with no claims in three years is going to be hard to put to the client without a reason. Can underwriting come back with something closer to the general movement in the market before I take it to them?

    SendYou press it
  2. Ask Pidgy

    Or just ask it.

    “Which renewals this month are not ready?” is a question you answer today from the diary and memory.

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    Ask Pidgy

    Which renewals this month are not ready?

    Pidgy

    Four of eleven. The one closest to its date:

    Fleet list · Van Tichelen NV, renewal 1 NovYou asked 16 September · 19 days, no replyOpen
    LBLotte handles the Van Tichelen account. Hand her the follow up?Delegate
    Ask anything about your mailbox→
  3. Contacts

    You already know who never answers. Now you can prove it.

    Everyone you correspond with becomes a contact, with how long they usually take and how often they opened the conversation. Next year you know to start ninety days out with the slow ones.

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    VT
    Ilse Van TichelenVan Tichelen NV, managing director
    Usually replies in8 days
    Answered first1 of 9
    Open with her3

    Who replied first

    YouFleet list, second ask26 Sep
    YouFleet list16 Sep
    VTNew premises4 Aug

Illustrative data from no real brokerage

Before you let anything near a client mailbox.

You click send

Pidgy drafts. It has no permission to send on your behalf, and there is no setting that grants one.

Hosted in the EU

Data residency in the EU, scoped per mailbox, DPA on request. Export or purge whenever you want.

It never deletes

Nothing is archived, moved, marked read or thrown away. Your mailbox is exactly where you left it.

Never trains on you

Correspondence builds your lists and your drafts. It is never used to train a model, ours or anyone else's.

Questions brokers ask

What does it cost?+

Per mailbox, monthly. Every account starts with a 7-day free trial. The trial needs no credit card.

Does it bind cover or talk to insurers?+

No. It drafts, you send. Quotes, binding and claims go through the insurer and the portal exactly as they do now. Pidgy makes sure the information and the dates reach you in time.

What can it see, exactly?+

The mailboxes you connect, and only those. The broker portals, your policy administration system and anything on a laptop are invisible to it by design.

Does it read the figures in the policy schedules?+

No. It knows a schedule arrived and closes the request it belongs to. Checking it is your work and stays yours.

Does it work in Dutch and French?+

Yes. It reads mixed language mailboxes and drafts in the language of the thread, which for most brokers means Dutch to one client and French to the next.

Is client data used to train a model?+

No. Processing happens in the EU, scoped to the mailboxes you connect, under a data processing agreement we sign.

Try Pidgy on your own inbox.

Pidgy is open to everyone. If insurance is your trade, start a 7-day free trial, with no credit card needed.

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