ROCI AI / USE CASES

AI use cases for UK insurance brokers.

Roci helps broker teams capture conversations, generate review-ready artefacts, preserve client context, and make insurance operations searchable.

FILE NOTES

Broker file notes from the actual conversation.

Roci AI captures the client conversation and turns it into a timestamped file note, so the record reflects what was said rather than what someone remembered later.

DEMANDS AND NEEDS

Demands-and-needs evidence grounded in client context.

Roci helps UK insurance brokers draft demands-and-needs statements from the client conversation, with review controls before anything leaves the firm.

RENEWALS

Renewals that start with the client history already assembled.

Roci surfaces renewal triggers, previous conversation context, policy changes, and follow-up actions so renewal preparation does not start cold.

FAIR PRESENTATION

A clearer trail for commercial placements.

Roci extracts material circumstances and links them back to the source conversation, helping broker teams build a better fair-presentation trail.

FIRM MEMORY

Searchable broker knowledge that stays with the firm.

Roci preserves client preferences, underwriter relationships, informal arrangements, and historic decisions in a permissioned knowledge base.

PRODUCER ADMIN

Less manual admin after every client interaction.

Roci drafts follow-up emails, CRM updates, notes, and insurance artefacts for producer review, reducing the manual work around relationship-led broking.