The back office for insurance brokers.
Brokers place the cover and handle the claims. Behind them, the admin piles up: policy files scattered, renewal comparisons to prep, commissions to reconcile, ASIC and NIBA compliance. Sprigr runs all of it in the background.
The admin pile behind every policy - files, renewal prep, claim admin, compliance, commissions - runs on Sprigr.
Brokers place the cover. Sprigr runs the file room.
- Policy file organisation
- Renewal & claim packs
- ASIC / NIBA compliance
- Renewal flags
What Sprigr runs around your broking platform
Back-office admin that WinBEAT, Insight, and BOLT were never built for, handled on autopilot.
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Policy files organised automatically
Policy schedules, endorsements, claim correspondence, and certificate-of-currency documents filed to the right client and policy record. When the client rings about their cover, you find the policy detail in 10 seconds.
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Renewal & claim prep packs
Renewal terms compared across underwriters, claim admin bundles assembled with supporting documentation. Prep packs landed in the broker's inbox for review and client conversation. Sprigr doesn't negotiate with the underwriter; your broker does.
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ASIC, NIBA & compliance records
Broker ASIC registrations, NIBA memberships, CPD records, professional indemnity insurance, and file-note audit compliance records filed to the right broker and practice record. Renewals flagged 60 days before lapse.
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Policy renewal flags 90 days out
Every policy renewal tracked and flagged to the broker 90 days before expiry with historical terms, claims experience, and market options attached. Sprigr doesn't email the client; it surfaces what needs attention so your broker can act via your preferred channel.
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Premium, commission & clawback flags
Premiums paid, commissions received, and clawback events reconciled against your practice management data. Missing commissions and underwriter discrepancies flagged to the owner. Commission runs become a 10-minute reconciliation.
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Weekly back-office report
Monday morning, upcoming policy renewals, open claims status, outstanding commissions, ASIC and CPD renewals, and pipeline metrics land in the principal's inbox. You start the week already in the picture.
The admin layer your broking platform doesn't handle
Where the broker's week actually goes, and what Sprigr takes on.
- 12-15
hours a week of admin in scope
The admin that brokers typically hand to Sprigr each week: renewal prep, claim admin assembly, commission reconciliation, and compliance paperwork. An estimate of the hours in scope, not a measured result.
- Every
renewal closes with its paperwork attached
Every policy renewal and claim closes with a complete paper trail: policy schedule, renewal comparison, claim bundle, broker file notes. Audit-ready by default.
- 90 days
before renewal, automatic flag
Policies, broker registrations, NIBA memberships, and compliance cycles flagged 90 days before expiry. Your team decides what to do next.
Up and running in under an hour
Connect your broking platform, Drive, and inbox. Describe the admin you want handled. Sprigr runs it.
- 01
Connect your broking platform, Drive, and inbox
Link your broking platform (WinBEAT, Insight, BOLT) where API access is available, your Google Workspace or Microsoft 365, and the email account where underwriter correspondence and certificates of currency land. Credentials are encrypted at rest and only decrypted in your isolated sandbox at runtime.
- 02
Describe the back office in plain English
"File policy schedules and endorsements to the right client. Assemble renewal prep packs 90 days before expiry. Reconcile commission statements monthly. Flag claims awaiting underwriter response."
- 03
Sprigr runs the admin in the background
Sprigr coordinates across your broking platform, Drive, and inbox, filing, assembling, reconciling, and flagging what needs your attention. Your brokers keep using the same tools. Nothing to retrain.
Client and underwriter communications can run through Sprigr as well, behind an approval gate your team controls. The back office (file organisation, prep pack assembly, compliance, commission reconciliation, renewal flagging) runs without the tap. Every action is logged with a complete, timestamped audit trail.
Read the security model →Questions
How does Sprigr help insurance brokers?
Sprigr runs the back office around your broking platform. Policy files organised automatically, renewal and claim prep packs, ASIC and NIBA compliance records, policy renewal flags, premium and commission reconciliation, and a weekly back-office report to the principal.
Does Sprigr email clients or underwriters?
Yes, where you allow it. Client comms, renewal conversations, claim discussions, underwriter negotiations can run through Sprigr as well: it drafts each message from your records, the message waits behind an approval gate until someone on your team taps send, and routine ones can run on a standing approval once you trust them. The back office (file organisation, prep pack assembly, compliance, commission reconciliation, renewal flagging) runs without the tap.
Does this integrate with WinBEAT and Insight?
There is no native WinBEAT, Insight, or BOLT app yet. Where a broking platform offers an API, Sprigr calls it through the HTTP tool (you approve the domain once); otherwise it works from the emails, statements, and certificates the platform sends.
Is client and claim data secure?
Yes. Every Sprigr customer runs on isolated per-tenant infrastructure. Credentials are encrypted at rest and only decrypted at runtime. Every action Sprigr takes is logged with a complete, timestamped audit trail, important for ASIC and NIBA compliance.
How long does setup take?
Under an hour. Connect your broking platform, Drive, and inbox. Describe the admin you want handled in plain English. AI scaffolds the workflow. No coding, no IT team required.
Brokers place the cover. Sprigr runs the file room.
Back-office admin for insurance brokers. Up and running in under an hour.