--- title: "AI for insurance brokers: policy wordings and cover | ekory" description: "AI agents for insurance brokers and multi-insurer agencies: policy wordings, product information, renewals and claims in one place, with the clause." url: https://ekory.ai/insurance-brokers language: en italian: https://ekory.ai/it/insurance-brokers.md updated: 2026-10-10 --- # Your client asks if they're covered. You answer with the clause. Every insurer's policy wordings, product information, client policies and endorsements, loss reports and claims: all in one place. When a client asks, you answer in a minute with the cover, the deductible and the clause. _Example: A tradesman asks whether hail damage to his warehouse is covered: the Eko answers from his policy, with the deductible and the exclusion that matters._ ## Sound familiar? ### “Am I covered?” The answer is on page 47. After the storm, the client calls. To answer, someone has to find their policy, the endorsements and the insurer's wording, in the right edition. ### Ten insurers, ten ways to write “deductible”. To compare two quotes, you open two information packs of a hundred pages each and copy limits, deductibles and exclusions into a spreadsheet. Every time, from scratch. ### One person knows everything about claims. Which adjuster, which document is missing, what the insurer said on the phone: the colleague who handles claims knows. When she's on vacation, the client waits. ## The questions that all go through one person today. With ekory they get an answer in seconds, with the source. Evenings and weekends too. - Can the client's 22-year-old son drive the van? - What's the difference between the two quotes? - How much will the insurer pay for this loss? - When does the cancellation notice have to go out? - What did we promise the client on this claim? - What do we give the client before they sign? _Example: Eko Cover reads the client's policy and the insurer's wording: what's covered, with which limits, and what's excluded._ ## One Eko each for cover, proposals and claims. One policy archive. **Eko Cover** For account managers What each client's policy covers, with limits, deductibles and the clause in the wording. **Eko Proposals** For the placement team Compares insurers' wordings and drafts the proposal on your template, with the list of what to hand over. **Eko Claims** For the claims team The history of every claim, the documents still missing and what the policy pays. Already using ekory: Zetamed, Molteni&C, Tohatsu, Würth, Petzl, Dada [Read the customer stories](https://ekory.ai/case-studies) ## Shared where it helps, private where it matters. - Each account manager sees their own book of business. - Claims with health data stay with the claims team. - Conversations stay private. [Security and data](https://ekory.ai/security) ## What brokers and agencies ask before they start. ### Can it read wordings from different insurers, scanned ones too? Yes. It reads information packs, policy wordings, policies and endorsements from any insurer, in PDFs (scanned ones too), Word and Excel, and answers citing the document and the clause. If a cover isn't in the documents, it says so instead of guessing: we explain why the source matters in [this article](https://ekory.ai/blog/why-cited-answers-are-more-reliable). ### Can each account manager see only their own clients? Yes, if you decide so. Create a group per book of business, branch or team and share with each only their clients' folders: claims with health data, for example, stay with the claims team. Each Eko reads only the folders you give it, and conversations stay private. ### Do we have to move our policies and wordings? No. ekory reads files where they already are, in Google Drive, SharePoint, OneDrive or Notion, plus the web pages you choose, and stays up to date when an endorsement or a new edition of a wording arrives, without modifying anything. For folders on your office server there's the company file server connection, which opens no access from outside. ### How much does it cost for a brokerage? For 15 people the total is €339 a month, excluding VAT: €199 for the platform plus €140 for the people. Pay annually and you pay for 10 months out of 12, and the cost per person drops as you grow. The [pricing page](https://ekory.ai/pricing) works it out for your team. ### Do client and claims data stay confidential? Yes. Your data is stored in Europe, and your content, claims data included, is never used to train AI models: it's written into our contracts with the AI providers, including Google. Every document, folder and Eko has its own permissions, checked on every question, and conversations stay private. The DPA and the details are on the [security page](https://ekory.ai/security). ## The same method, in other trades. - [**Accounting firms** Circulars, deadlines and client files, with the source, even in tax season.](https://ekory.ai/accounting-firms) - [**Payroll consultants** Collective agreements, payslips and circulars: answers for clients without starting over.](https://ekory.ai/labor-consultants) - [**Law firms** The firm's opinions, filings and precedents, found with the page, kept confidential.](https://ekory.ai/law-firms) - [**Engineering firms** Reports and proposals you already wrote, found in a minute.](https://ekory.ai/engineering-firms) - [**Property managers** Bylaws, meeting minutes and cost shares: who pays for what, with the resolution.](https://ekory.ai/property-managers) - [**Manufacturing** Every showroom gets finishes, sizes and prices right, and your network learns every new collection.](https://ekory.ai/manufacturing) [All industries](https://ekory.ai/industries) ## Tell us about your book of business. We'll show you cover and renewals in one place. For the first call, one policy and its insurer's wording are all we need.