Automate the busywork. Keep the judgment.
The steps between events leak time, and the patterns across your book are easy to miss. ConnetikIQ automates the busywork with a real workflow engine — and puts AI to work analysing, predicting, reading and drafting alongside your team.
Workflows that fire on what actually happens
When a policy is bound, a claim is lodged or a payment lands, the right workflow runs — in sequence or in parallel, with approval gates where a human needs to sign off. Reliable by design, with retries built in.
- Event-driven triggers
- Sequential & parallel steps
- Human approval gates
- Retries & recovery
An assistant that builds alongside you
The AI agent drafts communications, answers questions about your data, and can assemble a workflow from a plain-English description. It accelerates your team without taking the wheel — every action stays reviewable and reversible.
- Drafting & summaries
- Describe-to-build workflows
- Works across modules
- Human-in-the-loop
Intelligence across your whole book
ConnetikIQ doesn't just automate — it reads. AI scores every policy's renewal likelihood, grades your portfolio's health, analyses individual clients and finds look-alike accounts to benchmark and cross-sell — surfacing where to act before you'd spot it yourself.
- Portfolio health scoring
- Renewal-likelihood prediction
- Client analysis & benchmarking
- Document classification & extraction
Turn PDFs into structured data
Drop in a policy schedule, a claim form or an insurer quote and ConnetikIQ reads it — combining OCR with AI to classify the document and extract the fields, so they land in the right record instead of being re-keyed by hand.
- Policy, claim & quote extraction
- Document classification
- OCR + AI, async for big batches
- Matched to the right record
AI you can trust with client data
Insurance data is sensitive. ConnetikIQ treats it that way — sensitive details never leave your control in the clear, and you decide which model does the thinking.
Anonymised before it's analysed
PII is detected (Australian-specific patterns included) and anonymised before any request reaches a model — then re-mapped in the response.
Every call audited
A full audit log of AI usage, with sensitivity classification on each request, so you can prove what was sent and why.
Your model, your rules
Choose Anthropic, OpenAI or a local model — run on-prem so client data never leaves your environment.
Less manual work, sharper decisions
A workflow engine, an AI assistant and a layer of analysis that reads your whole book — with control and security where it counts.
Event-driven triggers
Workflows fire on real events — a policy bound, a claim lodged, a payment received.
Approvals & human-in-the-loop
Insert approval gates exactly where judgment is required; every AI action stays reviewable and reversible.
AI workflow builder
Describe what you want in plain English and have the agent assemble the workflow for you.
Portfolio analysis
An AI read on your whole book — a health score, trends over time, and where attention is needed.
Renewal prediction
Score every policy's renewal likelihood from history, so your team chases the ones that matter.
Client analysis & benchmarking
Analyse a client and surface look-alike accounts by industry, size and structure to benchmark and cross-sell.
Document intelligence
Classify documents and extract policy, claim and quote details straight from PDFs with OCR + AI.
Secure by design
PII is detected and anonymised before anything reaches a model, and every AI call is audited.
Your choice of model
Anthropic, OpenAI or a local model — pick the provider, including on-prem so data never leaves.
See ConnetikIQ run your brokerage
Book a walkthrough and we'll show you policies, claims, trust accounting and renewals working together on one platform.