Use case · Insurance brokers

How Iris runs an insurance broker's inbox with Pidgy.

Iris manages 300 policies across renewals and claims. Every one of them moves on documents that arrive by email. This is how Pidgy flies for her.

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Works with Gmail & Outlook Data stays in the EU
Assistant to
Iris Pidgy, the AI email assistant, holding a task list
pidgy · Iris's book overview
🔍  Search clients… All clients Waiting on client
Falk Cycles · fleet renewal
Proposal out
Signed proposal · nudge ready
Marek family · home claim
Docs to insurer
Insurer deadline Fri
Terra Café · liability renewal
Collecting data
Waiting on payroll data
Juno Fitness · renewed
Bound
Bound ✓
23 files in motion · 5 waiting on documents · 2 renewals this week

Where the book leaks time.

6h

Chasing documents both ways

Every week. Signed proposals and payroll data from clients, additional information for insurers: the broker is the middle of every chase.

A real Friday email"Hi Dana, friendly reminder nr. 3: we still need the signed renewal proposal before the cover lapses…"
29

Open items found on day one

Across renewals and claims: documents owed in both directions, tracked in one broker's memory.

Buried in a thread"…the insurer now also asks for photos of the water damage from the other side."
2h

Sunday book triage

Rebuilding which renewal and which claim waits on what, before the week's lapse dates.

Iris, before Pidgy"Policies didn't lapse because clients left. They lapsed because a document was late."
Renewals · claims · documents

Pidgy, on the book.

01 · the book

Renewals & claims, one view.

Everything in motion across the book: which renewal lands this month, which claim waits on photos, which quote needs a decision. One list with a next action each.

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In motion
Falk Cycles · fleet renewal
4 docs · 12 emails · 3 open tasks
64%
Terra Café · liability
2 docs · 7 emails · 1 open task
38%
Marek family · home claim
6 docs · 4 emails · 2 open tasks
82%
Juno Fitness · renewed
8 docs · 23 emails · all done
100%
02 · renewals never lapse

Quiet clients chased in time.

Pidgy tracks who's gone silent against the renewal date and drafts the nudge in Iris's voice, escalating as the lapse date approaches. Retention is follow-up, automated to the send button.

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Waiting on others 3 waiting
DW
Re: Renewal proposal (unsigned)
Dana Wells · waiting 6 days
6d
RM
Re: Damage photos
Rui Marek · waiting 9 days
9d
SP
Re: Payroll data
Sam Porter · waiting 3 days
3d
Pidgy drafted a follow-up
Hi Dana, quick nudge from my side: we're still missing the signed renewal proposal, and cover lapses at month-end. You can sign via your secure link. Happy to walk through it.
Follow-up sent
03 · claims love this

Claim documents via magic link.

The insured gets one secure link: photos, invoices, police report, uploaded in place with the insurer's deadline visible. Claims stop stalling on a missing attachment.

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In your client's inbox
PO
Iris via Pidgy
to d.wells@falkcycles.com
Mon 09:01
3 items your renewal is waiting on
Good morning Dana,
A short list is waiting for you below. Upload in place, no account needed. It takes about two minutes.
↩ Reply↪ Forward
Falk Cycles · your renewal list
3 items · shared by Iris
Signed proposal (1 missing)Upload
Updated fleet listUpload
Payroll data 2025Received ✓
Proposal received · the fleet is bound
04 · automatic

Insurer requests become tasks.

The underwriter's additional-information request on page 4 of a thread becomes a task on the right file with its deadline, delegated to the back office in one click.

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Inbox
SL
Dana Wells
2 min ago
Re: Fleet renewal 2026

Hi Iris, thanks for the comparison. We'll take the renewal offer, valid until May 2nd.

Could you send the signed proposal form? High priority.

Priority detected. Tasks ranked & delegated.
Today, by priority
Send proposal form · Falk fleet
TodayFrom email
Bind the fleet renewal · Falk
Due May 2Delegated · Omar
Chase damage photos · Marek claim
Due Apr 30
Prep the renewal call list
Due May 5
2 to-dos created · 1 auto-delegated
05 · the renewal month

Deadlines planned, lapse-proof.

Renewal dates, insurer deadlines and client calls dragged into calendar blocks a month out. Nothing lapses because nobody looked.

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This week
9101112
Mon
Standup
Tue
Client call
Wed
Review · Marek claim
Thu
Reading
Fri
Deadline
Today · 4 tasks
✉Review the Marek claim fileest. 1 h · due FriReply
✉Counter-sign the broker mandateest. 6 min · due tomorrowSign
✉Pay invoice 2026-0418est. 3 min · due FriPay
+Prep the renewal call listest. 45 min · due MonYou
Wed · 10:00 → 11:00
Duration
Deadline
Fri · May 23
Remind me 15 min before
Added · Wed 10:00, deadline Fri

Iris's first season.

6.5h

per week back, measured over her first two months

29

open document items surfaced from the book on day one

0

policies lapsed in silence since the book moved to Pidgy

40s

to chase a signature that used to take three calls

"Renewals stopped depending on my memory. The book chases itself and I do the advising."

Iris · insurance broker, 300 policies · composite of Pidgy's pilot users

Frequently asked questions.

How does Pidgy connect to my email?+
Pidgy connects to Gmail and Outlook with read access. It extracts renewal dates, document requests, and insurer deadlines into your book overview. Nothing is sent without your say.
Is policyholder data safe?+
Data stays in the EU and processing is GDPR-compliant. Claim documents move through tracked secure links instead of email attachments.
Does it work with my broker management system?+
Pidgy works the inbox layer where documents and chasing actually happen; your management system stays the record of policies.
Do clients need an account?+
No. The insured gets a secure magic link with their own list: the proposal to sign, the photos to upload, the data to confirm. No login, no password.
What does it cost?+
Simple monthly pricing per mailbox, announced at launch. We onboard from the waitlist in order, so early joiners fly first.

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