Automate the work slowing your brokerage down

AI can automate many of the repetitive operational workflows that take up insurance broker teams’ time, including new business processing, policy servicing and renewals, claims administration, reporting and compliance, finance operations, customer communications and back-office administration.

Unitary’s Virtual Agents work across existing systems to complete workflows end to end — from triaging emails and validating submissions to processing MTAs, updating records, generating reports and escalating exceptions when human judgement is needed.

The result is faster operations, lower costs and more capacity for brokers to focus on clients, carriers and complex cases.

Yes. Unitary’s AI automation works across the systems insurance brokers already use, including broker or agency management systems, CRMs, inboxes, spreadsheets and carrier portals.

Rather than replacing your core systems, Unitary’s Virtual Agents operate across them — reading information, entering and updating data, and completing workflow steps between applications.

This allows brokers to automate existing processes without a major systems migration or forcing teams to adopt another system of record.

Unitary protects broker and customer data using enterprise-grade security, controlled system access, and workflow-level guardrails.

Unitary is ISO 27001 and SOC 2 certified, and Virtual Agents are designed to operate within clearly defined rules and permissions. Cases that require additional judgement can be escalated to a person, so humans always remain in control.

This gives brokers the benefits of AI automation while maintaining control, oversight and auditability.

AI automation can increase broker capacity by reducing the manual work involved in submissions, policy servicing, claims and reporting.

Actual ROI depends on the workflow, its complexity and transaction volume. Unitary agrees success measures upfront so automation can be assessed against measurable outcomes such as cost savings, accuracy, turnaround time and capacity.

RPA automates predictable, rules-based tasks, while AI agents can interpret information and handle more complex, variable workflows.

RPA typically follows predefined steps such as clicking through screens or moving data between systems. It can work well for simple, repetitive processes, but can become brittle when formats, systems or workflows change.

AI agents can interpret less structured inputs such as emails and documents and make decisions within defined parameters.

Unitary’s Virtual Agents combine AI reasoning with controlled workflow execution, allowing brokers to automate multi-step operational processes end to end while maintaining guardrails and human oversight.

AI agents can handle exceptions by identifying when a case falls outside predefined rules and escalating it to the right person rather than forcing the workflow through automatically.
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Unitary’s Virtual Agents validate information as they work. If data is missing, ambiguous or outside an agreed threshold, the agent can pause the process and escalate the case with the relevant context.

This creates an exception-based operating model: automation handles routine work at scale while broker teams focus their time on cases that genuinely require judgement.

The cost of AI automation depends on the workflow being automated, its complexity and the expected volume of work.

Unitary agrees pricing upfront using a fixed monthly fee, with capacity for normal spikes and fluctuations built into the commercial model. There are no setup fees, implementation charges or separate licence costs.

Brokers can also test automation in a live workflow before making a wider commitment, with success measures agreed upfront around areas such as accuracy and cost savings.

This gives brokers predictable pricing and a lower-risk way to evaluate automation before scaling it across the business.