We map your brokerage's operational bottlenecks and build AI tools that eliminate them — so your team spends time on clients, not paperwork.
I spent over ten years as a practicing insurance broker — quoting, binding, renewing, and managing accounts across commercial lines. I lived the late-night renewal pushes, the COI request pile-ups, the manual data entry that never seemed to end.
I didn't set out to build a tech company. I set out to stop losing hours every week to work that a machine should be doing. So I learned the tools, built the automations, and started using them in my own workflow. The results were significant enough that other brokerages started asking how I did it.
That's Clearline AI. It is not a consultant parachuting in from tech. I am a broker who learned to build — and now I help other brokerages do the same.
Our purpose: Helping Insurance Brokerages Focus on What Matters — Relationships.
Two focused sessions mapping your current workflows — from submission intake to renewal cycles. You walk away knowing exactly where time is lost and what AI can realistically fix.
We build the actual tools — no PowerPoint decks, no vendor shopping. Custom AI automations tailored to your AMS, your email stack, and your team's real workflows. Tested, documented, trained.
We track hours saved, errors reduced, throughput gained. Monthly clear reporting. As your team gets comfortable, we identify the next high-value automation and build that too.
Insurance brokerages of every size lose 20–35% of producer time to the same handful of repetitive, document-heavy workflows. We've mapped them all — and built solutions for each.
Emails, PDFs, spreadsheets — manually keyed into your AMS. We automate extraction, classification, and entry so nothing slips through the cracks.
Repetitive requests consuming hours each week. We build a system that drafts and delivers certificates in under a minute.
90-day renewal cycles requiring manual outreach sequences. We automate the entire follow-up chain so no renewal falls through.
Hours reading carrier decks to produce client-ready comparisons. We build a tool that parses and summarizes proposals in minutes.
Policy documentation that requires repeated manual steps across your AMS, carriers, and clients. We streamline issuance into a single automated flow.
Compiling, formatting, and submitting bordereaux reports is time-consuming and error-prone. We automate the extraction, reconciliation, and delivery process.
Manual invoice generation, premium finance agreement prep, and follow-up on outstanding balances. We automate the full billing cycle from issuance to collection.
"We used to spend three afternoons a week just on COIs and renewal chasing. Now that's handled before lunch."
Book a free call. We'll walk through your current workflow, identify the single highest-impact automation for your brokerage, and tell you exactly what it would take to build it.
Book Your Free Call →