Mach Lilies builds agentic workflows for broker inboxes, policy documents, renewal packs, claims intake, customer updates and compliance evidence — with broker approval and a clear audit trail. Mach speed. Lily craft.
Senior broker time disappears into inboxes, chasing and paperwork — not advice and relationships.
Broking runs on documents, email and deadlines: renewals to prepare, insurers to compare, claims to log, clients to chase for missing information, and evidence to keep for compliance. Most of it is repeatable, deadline-driven admin that consumes your most experienced people. Mach Lilies builds bounded AI agents that take the repetitive load off broker inboxes and documents — drafting, gathering and updating — while brokers approve anything that carries risk, and every step is logged for audit.
Bounded agents for the repeatable, deadline-driven admin that consumes senior broker time.
Assembles renewal packs from policy systems and documents, flags gaps and prepares a draft for broker review.
Extracts and compares cover, terms and exclusions across quotes to support a faster, clearer recommendation.
Captures first notification of loss, records the detail, classifies and routes claims to the right handler.
Identifies what's outstanding and drafts follow-ups to clients and insurers — politely and on schedule.
Gathers and files the evidence a broker needs to demonstrate process — every action logged.
Drafts clear status updates for clients at each step, ready for a broker to review and send.
How a broker workflow becomes a governed agent — with you in control at every step.
We start with the renewal, claims or chasing workflow that costs your team the most time.
A working agent against real, anonymised broker documents and cases, evaluated for accuracy.
Broker approval on anything that carries risk, least-privilege access, and a full audit trail.
We monitor quality, handle exceptions, and expand to the next workflow as confidence grows.
Bounded, least-privilege connectors into the tools brokers already use.
Agents draft, gather and compare; a broker signs off anything that goes to a client or insurer.
Each agent only touches the systems and data its workflow needs — nothing more.
Every action, document and approval is logged, so your process is evidenced for compliance.
Anything unusual is flagged to a person rather than guessed at.
Faster renewals and claims admin, fewer missed handoffs, and a clear audit trail — with brokers in control.
No. Agents draft customer updates and chase missing documents, but a broker approves anything that goes out where it matters. The agent removes the preparation work; you keep the relationship and the final say.
Typically yes. We build least-privilege connectors into the systems brokers use — email, CRM, policy and quote systems, document storage and finance tools — scoped to the specific workflow.
We design for compliance support rather than making regulatory guarantees: least-privilege access, human approval where risk lives, and a complete audit trail of every action and approval, so you can evidence your process. We work to ISO 27001-aligned security practices.
Usually renewal pack preparation or missing-document chasing — they're repeatable, deadline-driven and measurable, which makes them a strong, low-risk first agent.
With an Agentic Operations Sprint focused on one broker workflow: we map it, prototype an agent against real cases, and produce a rollout plan with governance built in.
Tell us which broker workflow costs your team the most time — renewals, claims, chasing or compliance evidence — and the systems involved. We reply within one business day.
