Renewal season, without the late nights
Vorker watches your renewal calendar, compares cover, drafts the recommendation and the claim pack, and books your brokerage invoices. You approve everything.
FAQ
Will it send anything to a client or insurer without me?
No. Every recommendation, quote request, claim pack and invoice is prepared and then waits for you. You read it, edit it, reject it or approve it. Nothing reaches a client or an insurer on its own.
We are two brokers and a part-timer. Is this overkill?
That is the size it is built for. A small brokerage has the same renewal calendar as a big one and nobody to hand the paperwork to. Vorker is made for firms of one to ten people.
Can it actually read insurer quotes?
It reads the quotes you receive and lays premiums, deductibles and exclusions side by side, flagging where the cover differs. You judge the recommendation; it saves you the retyping and the missed exclusion.
How does it know when a client renews?
You give it the renewal dates once, or it reads them from the policy schedules you file. From then on it opens each renewal file in time and drafts the quote requests, without you keeping a spreadsheet.
Is client data safe with it?
Your client records stay in your own tools: your email, your document store, your accounting system. Vorker works inside them rather than copying your book somewhere new, and everything outbound waits for your approval.
Do I have to learn a new system?
No. You type or say what you need, the way you would brief an assistant, and the output arrives as ordinary emails and PDFs in the tools you already use.