Insurance
Insurance software and automation
Cut the manual work out of claims, quoting, and policy admin.
Insurance runs on documents and deadlines. We build the software and automation that handle the paperwork, so your team spends less time keying data and more time on clients.
The manual work it replaces
- Claims and policy details buried in PDFs and email
- Quotes that take hours to put together
- Renewals tracked on a spreadsheet someone has to remember to check
- The same details typed from one system into another, with errors that surface later, at the worst time
What Rheo builds
- Read claims, policies, and applications automatically, straight into your system
- Generate quotes from incoming requests in minutes, not hours
- Policy and renewal dashboards with reminders so nothing lapses
- Customer and broker intake portals
- A CRM built around how your agency actually sells
From our lab
A working demo for insurance
Email-to-quote
A working system that reads an incoming request and drafts an accurate quote in minutes, built to show how we approach quoting for businesses that quote to win work.
See the demo
From the blog
Writing on Insurance
8 min read
Is AI worth it for a small business?
Sometimes, and for less than you've been told. A three-question test, what the research shows, and how to try AI in a small business without wasting money.
Read the post
Questions
Questions we get from this sector.
Will this work with our agency management system?
Usually, yes. Most of what we build sits alongside the system you already use and feeds data into it rather than replacing it. If your platform has no API and no usable export, we will say so in the audit, before you have spent anything.
How accurate is automated document reading?
Accurate enough to draft, with a person reviewing anything uncertain. We set a confidence threshold: clean documents flow straight through, and the rest are flagged for someone to check. You decide where that line sits.
What happens to client data and confidentiality?
Policy and claims data stays in systems you control, with clear boundaries on what any AI model is allowed to see, and no training on your data without written consent.
Where do most agencies start?
Usually quoting or document intake, because both are measurable and both cost obvious hours. We prove one of them in a short pilot so you can see the saving before committing to the rest.
Savings calculator
What manual work costs in insurance
A rough, honest estimate for your team — then book the audit for the real number.
Next step
Find out where your business is losing time.
Book an audit. In 30 minutes, we'll look at how your business runs and tell you honestly where software or AI can save you time and money, and where it can't. No pitch, no obligation.
Book an audit