Insurance brokers
Alkmist for Insurance Brokers Structured Workflows, Zero Email Chaos

Your clients deserve clarity.
Your team deserves control.

Alkmist replaces Outlook task lists, scattered email chains, and manual insurer follow-ups with a single structured platform so your account managers spend less time chasing and more time advising.

Request a Demo See how it works →
Client A · Renewal in 31 days
broker.alkmist.com · Portfolio Overview
Insurance Broker
AM
Account Manager
Active Client Accounts
Client Policies Next Expiry Open Tasks Status
Client A 4 active 31 days ⚠ 2 Renewal
Client B - - 3 Onboarding
Client C 7 active 94 days 0 Active
Client D 3 active 186 days 1 Active
Market research complete · 3 quotes in
The Real Cost of Broker Chaos

Recognised in every
brokerage we've walked into

The tools haven't kept up with the complexity. Your team is talented but buried under coordination work that should never have been manual in the first place.

01
📧

Outlook as your workflow engine

Account managers run entire client relationships on personal email tasks and calendar reminders. When someone is sick, on holiday, or leaves the knowledge disappears with them.

02
📄

The inventory document bottleneck

A detailed Word document per client. Hours to create, hours to maintain. ~1.5 hours per update when it could take 15 minutes and still no real-time view for the client.

03
📬

Market research is a chase game

You send quote requests to five insurers. You wait. You call. You follow up again. Status tracking lives in your inbox and nowhere else.

04
👤

The client is always in the dark

Clients call to ask "where are we?" because they have no visibility into their onboarding, renewal, or claims status. Every call is an interruption. Every unanswered question is a trust risk.

05
🔄

Annual renewal: the scramble

Renewals are discovered late, managed reactively, and rushed. Expiry dates live in separate systems or worse, in someone's head with no automated early-warning.

06
⚖️

No audit trail, no defensibility

When a client disputes a recommendation or a claim goes sideways, can you prove what was discussed, agreed, and when? Email threads are not a compliance record.

How Alkmist Works

Every client. Every policy.
One structured process.

Alkmist organises your entire client lifecycle into structured, trackable flows visible to both your team and your client in real time.

🔍1
Lead Qualification
Getting Started

KYC screening, CompanyWeb checks, and AML compliance structured, logged, and gated before anything moves forward.

🎯2
Needs Analysis
Understanding Your Needs

AI-parsed meeting notes generate a structured risk profile and needs matrix. Reviewed before the client sees it.

🏦3
Market Research
Finding the Best Options

Track every insurer request in one view. Automated chasing. Quote status per line, per carrier, per client.

📊4
Proposal & Decision
Your Options

Clients review options, ask questions, and confirm choices all inside a branded portal, not via email.

✅5
Activation & Renewal
Going Live and Staying Live

Policies go live. Annual renewals are auto-triggered. The portfolio manages itself.

Platform Capabilities

Built around how
brokers actually work

Market Research Tracking

Stop chasing insurers.
Let the system do it.

Send quote requests once. Track every response or non-response from a single screen. Automated reminders go to unresponsive carriers so you don't have to follow up manually. Compare received quotes side-by-side without switching between emails and spreadsheets.

  • Per-insurer status: Sent, Pending, Received, Expired
  • Automated follow-up sequences with configurable timing
  • Quote comparison view across all received proposals
  • Full log: who was contacted, when, and what was received
Market Research
Professional Liability · Client A · 5 carriers contacted
3 of 5 received
InsurerStatusSentAction
Carrier A Received 8d ago Compare
Carrier B Received 6d ago Compare
Carrier C Received 5d ago Compare
Carrier D Pending 12d ago Waiting
Carrier E Chase sent 15d ago Auto ⚡
⚡ Auto-chase scheduled in 2 days for non-respondents
Client-Facing Portal

Your client portal.
Your brand. Zero black boxes.

Clients access their own branded portal via a magic link no password, no app downloads. They see exactly what's happening with their dossier: what's been requested, what they need to provide, and what comes next. The "where are we?" call becomes a thing of the past.

  • Magic link access no passwords, no onboarding friction
  • Real-time progress tracker across all onboarding phases
  • Policy overview: lines, limits, expiry dates, coverage status
  • In-platform claims submission no email, no confusion
  • Chatbot reads the client's own policy portfolio on demand
Insurance Broker Portal ● Live
Your Onboarding Progress
✓
Started
✓
Needs
3
Options
4
Decide
5
Go Live
Your Active Policies
Professional Liability
€3M limit · Expires Apr 2026
Active
Cyber Insurance
€1M limit · Expires Apr 2026
Active
Directors & Officers
€500k limit · Expires Apr 2026
Active
Account Manager Dashboard

Every client. Every deadline.
One command centre.

Replace the spreadsheet tracker and inbox monitoring with a real-time portfolio overview. See every active client, every open task, every expiring policy and know exactly where to focus your attention today. No spreadsheet refreshes. No missed renewals.

  • Portfolio view across all active client accounts
  • Risk flags: upcoming expirations, unresolved tasks, growth signals
  • Instant visibility into who owes what and what's overdue
  • Claims status tracking across all open incidents
  • Cross-sell and upsell signals based on coverage gaps
24
Active clients
3
Renewals this month
5
Open claims
4
Onboardings active
Upcoming Expirations
ClientInsurance LineDays LeftAction
Client A Fire & Liability 31 days Start renewal
Client B Cyber 94 days On track
Client C Prof. Liability 186 days On track
"
The inventory document alone costs us 1.5 hours per client visit. If we get that down to 15 minutes with structure and automation, that's the difference between managing 30 clients well and managing 100.
Account Manager, Belgian Insurance Broker
Discovery call, February 2026
80%
Reduction in time spent on inventory documents with structured templates
0
Missed renewals when expiry tracking is automated and always visible
62
Countries where Alkmist structured workflows are already active
100%
Audit-ready every interaction logged, timestamped, and traceable
Who Alkmist Serves

Every role in the brokerage
works better with structure

Whether you're the account manager owning the client relationship, the back-office keeping policies in order, or the client wondering what's happening Alkmist gives each person exactly what they need.

🧑‍💼

The Account Manager

Relationship Owner

You run 20–50 client files simultaneously. You need to know where each one stands without opening 40 email threads. Alkmist gives you a real command centre: task priorities, renewal alerts, and client status all in one view, in real time.

⚙️

The Back-Office Team

Policy Manager & Claims Handler

Policy administration and claims handling demand precision. Alkmist ensures every document arrives tagged, complete, and linked to the right task version-controlled and audit-logged from the moment it lands, not buried in an email thread.

🏢

The Corporate Client

Insured Party

You want one contact, one overview, and zero surprises. Alkmist gives your clients a live view of their entire insurance portfolio policies, limits, expiries, open claims accessible anytime, without needing to call their broker for a status update.

Security & Compliance

Built for the standards
your regulators expect

Insurance is a regulated industry. Alkmist is built with audit-readiness, data protection, and regulatory defensibility as core requirements not afterthoughts.

🔒

GDPR Compliant

Full data handling compliance for EU client data and sensitive policy documents across all jurisdictions.

🛡️

ISO-Aligned Security

Single-tenant infrastructure with segregated data instances your data never touches another client's environment.

📋

Full Audit Trail

Every document, decision, and communication is logged with user identity and timestamp defensible in any dispute or regulatory review.

🏷️

White-Label Ready

Clients experience your brand, your portal, your professionalism. Not a third-party tool with someone else's logo.

Ready to see it in action?

The demo uses
real broker workflows.

We'll walk you through the exact flow your team would use from client intake through renewal using scenarios from real Belgian brokers. No generic product tour. No features you'll never use.

Request a Demo Get in touch →
Pilot-ready in weeks. White-labelled under your brand from day one.
FAQ
We’re here to answer
your questions.
How do insurance brokers manage multiple client policies without losing track?
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Most brokers rely on a mix of Outlook tasks, spreadsheets, and personal memory, which works until it doesn't. A structured portfolio management platform gives every account manager a single overview of all active clients, open tasks, upcoming renewals, and pending quotes. Nothing falls through the cracks because nothing lives in someone's inbox.
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What is a client portal for insurance brokers and do clients actually use it?
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A client portal is a branded, secure environment where your insured clients can see their active policies, submitted documents, open claims, and the status of any ongoing process, without calling or emailing you. Adoption is high when access is frictionless: magic link login (no password required), mobile-friendly, and available in the client's language.
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How can insurance brokers speed up the market research and quote collection process?
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The bottleneck is usually follow-up. Brokers send requests to five or six insurers and then manually chase non-respondents by phone and email. Automating the follow-up sequence, with configurable timing per insurer, cuts quote turnaround time significantly and frees account managers for higher-value work.
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How do insurance brokers stay compliant with KYC and AML requirements during client onboarding?
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 Compliance during onboarding requires a structured, repeatable checklist, not gut feel and a CompanyWeb screenshot saved to a folder. A proper onboarding workflow ties KYC checks, document collection, and approval gates together in a single auditable process, with a complete log of who did what and when.
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What's the best way for insurance brokers to handle annual policy renewals at scale?
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The biggest risk with renewals is discovering them too late. Automated expiry tracking with early warnings triggered 90, 60, and 30 days out, gives account managers time to prepare the renewal properly rather than rushing it. Paired with a structured renewal workflow, it also ensures the client is re-engaged and the market is re-tested where needed.
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How can insurance brokers reduce the time spent on administrative work per client?
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The inventory document is the single biggest time sink: building it, updating it after every meeting, and keeping it in sync with active policies. Structured templates that auto-populate from existing client data and update in real time as policies change can cut that effort from 90 minutes to under 15 per client visit.
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How should insurance brokers handle claims submissions from corporate clients?
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Email is the wrong channel for claims. It creates no clear ownership, no status visibility for the client, and no audit trail for the broker. A dedicated claims flow  where the client submits structured information, the back-office team is automatically notified, and both parties can track progress reduces handling time and eliminates the "what's happening with my claim?" follow-up call.
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Can insurance brokers white-label a client collaboration platform under their own brand?
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Yes and for most brokers it's a non-negotiable. Clients should experience your brand, your portal, and your professionalism. A white-labelled environment reinforces trust and positions the broker as a sophisticated, technology-forward partner rather than a relay between the client and the insurer.
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How do insurance brokers create a defensible audit trail for regulatory purposes?
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Every client interaction, document submissions, approval decisions, communications, recommendations, needs to be logged with a timestamp and user identity. Email threads don't meet this standard. A workflow platform that captures all activity as structured, searchable records gives brokers the evidence they need in the event of a dispute, complaint, or regulatory review.

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What's the difference between a CRM and a workflow platform for insurance brokers?
Chevron down icon
A CRM tracks relationships and pipeline. A workflow platform orchestrates the actual work: document collection, quote tracking, approval flows, renewal cycles, and claims handling. Most brokers need both, but the coordination burden, the back-and-forth between broker, client, and insurer,  lives in the workflow layer, not the CRM. That's where the time is lost, and where the biggest efficiency gains are found.
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Got a quick q?
Talk directly with our founders.
Talk to Mathias & Toto
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