Move to Brokerage Autonomy

Replace inbox-driven insurance work with structured AI workflows that run across people, systems, and agents.

people walking on grey concrete floor during daytime
people walking on grey concrete floor during daytime

The Operating Results

The Operating Results

5%

Broker time wasted on manual work - Accenture

-1%

Firms using AI into core operations - McKinsey

-60%

Up to 99% reduction in processing time with AI

AI-native brokerage operations

AI-native brokerage operations

AI-native brokerage operations

Client Intake

Policy Intelligence

Docs Generation

Renewal Readiness

Servicing

Compliance

Turn messy client intake into complete, carrier-ready submissions automatically

Capture client data from PDFs, emails, and spreadsheets

Validate completeness and structure before carrier delivery

Reduce intake time from hours to minutes

Client Intake

Policy Intelligence

Docs Generation

Renewal Readiness

Servicing

Compliance

Turn messy client intake into complete, carrier-ready submissions automatically

Capture client data from PDFs, emails, and spreadsheets

Validate completeness and structure before carrier delivery

Reduce intake time from hours to minutes

Client Intake

Policy Intelligence

Docs Generation

Renewal Readiness

Servicing

Compliance

Turn messy client intake into complete, carrier-ready submissions automatically

Capture client data from PDFs, emails, and spreadsheets

Validate completeness and structure before carrier delivery

Reduce intake time from hours to minutes

Featured Capabilities

Featured Capabilities

Operate

Run core insurance workflows automatically across people, systems, and approvals.

Operate

Run core insurance workflows automatically across people, systems, and approvals.

Operate

Run core insurance workflows automatically across people, systems, and approvals.

Transform

Convert insurance documents into structured, carrier-ready data automatically.

Transform

Convert insurance documents into structured, carrier-ready data automatically.

Transform

Convert insurance documents into structured, carrier-ready data automatically.

Assist

Ask questions and trigger insurance actions using natural language.

Assist

Ask questions and trigger insurance actions using natural language.

Assist

Ask questions and trigger insurance actions using natural language.

Integrate

Connect EPR, CRM, document systems, and carrier portals without disruption.

Integrate

Connect EPR, CRM, document systems, and carrier portals without disruption.

Integrate

Connect EPR, CRM, document systems, and carrier portals without disruption.

Sign

Execute approvals and client documents with legally binding e-signatures.

Sign

Execute approvals and client documents with legally binding e-signatures.

Sign

Execute approvals and client documents with legally binding e-signatures.

Assign

Select the right AI for each task, from data extraction to document reasoning models.

Assign

Select the right AI for each task, from data extraction to document reasoning models.

Assign

Select the right AI for each task, from data extraction to document reasoning models.

Protect

Govern access, approvals, and audit trails across all insurance workflows.

Protect

Govern access, approvals, and audit trails across all insurance workflows.

Protect

Govern access, approvals, and audit trails across all insurance workflows.

Optimize

Improve automation safely by tuning autonomy as operations mature.

Optimize

Improve automation safely by tuning autonomy as operations mature.

Optimize

Improve automation safely by tuning autonomy as operations mature.

What to expect when moving manual insurance work to automation

What to expect when moving manual insurance work to automation

What to expect when moving manual insurance work to automation

↘ Manual brokerage

Email-driven intake and servicing

Chasing missing client & carrier information

Manual policy review and renewal prep

Claims handled via inboxes and attachments

Implicit trust in manual decisions

Slow quoting, delayed binds

Reactive service and renewals

white clouds and blue sky during daytime

↗ Autonomous brokerage

Structured, event-driven insurance workflows

Autonomous agents completing and validating data

Automated coverage extraction and comparison

Structured claims intake and automated routing

Logged, auditable AI and human actions

Near-real-time quote readiness

Proactive, system-level orchestration

Further questions?

How quickly will this reduce manual work for our teams?

How does this fit with our existing systems and carrier processes?

How quickly will this reduce manual work for our teams?

How do we control AI decisions in regulated insurance workflows?

How quickly will this reduce manual work for our teams?

What level of security and compliance does this support?

How quickly will this reduce manual work for our teams?

What does adoption look like for our operations team?

How quickly will this reduce manual work for our teams?

RakerOne is built on BIND — the Business Insurance Normalized Data standard — a shared foundation that replaces document chaos with structured, versioned data so AI can execute with precision, not inference.

The Operational AI Playbook for Brokers

The Operational AI Playbook for Brokers

Download your free guide to reclaiming broker capacity through AI-assisted workflows.

How AI is shifting commercial broker valuation metrics, and what it means for your book of business.

A practical workflow framework for automating certificate processing, submissions, and renewals.

Real operational outcomes from brokerages that have moved from document production to advisory capacity.

people walking on grey concrete floor during daytime

Case studies

Case studies

Case studies

Why insurance leaders choose RakerOne

Why insurance leaders choose RakerOne

Why insurance leaders choose RakerOne

Built for regulated operations

RakerOne is designed for environments where decisions must be explainable, approvals must be explicit, and actions must be defensible.


Every workflow operates within defined rules, permissions, and human-in-the-loop checkpoints. AI actions are logged, approvals are recorded, and outputs are traceable, making compliance, audits, and internal reviews straightforward instead of risky.

Works with broker systems

RakerOne sits on top of your existing stack instead of replacing it. It integrates with tools like, Business Central, SharePoint, CRMs, document stores, and carrier portals, orchestrating work across systems without forcing process rewrites.


That means faster deployment, lower disruption, and workflows that reflect how your brokerage already operates.

Managed outcomes

RakerOne is delivered as a managed platform, not a set of AI tools your team has to assemble and maintain.


Our forward enablement team designs the workflows, configures governance, integrates systems, runs the platform, and tracks performance over time.


You measure success in hours saved, cycle time reduced, and error rates lowered, not in licenses deployed or prompts written.

Brokers are already using RakerOne.

Let’s discuss your operational bottlenecks and how AI can solve them in 30 days.

Brokers are already using RakerOne.

Let’s discuss your operational bottlenecks and how AI can solve them in 30 days.

Brokers are already using RakerOne.

Let’s discuss your operational bottlenecks and how AI can solve them in 30 days.