Vercoe’s AI transformation journey
Insurance brokerage · Waikato · One year with Blue Horizon AI
The problem
“Note down discussions, go back to the office, input it all, send to insurers - then input all those terms into a spreadsheet…”
Brooke, Operations Manager, Vercoe Insurance Brokers
Vercoe knew they needed to move on AI - but like most brokerages, weren’t sure where to start. And the longer they waited, the more ground other brokers were gaining.
The first engagement
Before
Now
The impact
Brooke on the team’s reaction
“Five of six brokers came back to me - jaw dropped. Brooke, this is incredible. How much time this has saved me.”
Once the system was live, the team could already see how much time was being handed back to them - and what that meant for getting back to selling.
Broker, in passing
“Oh my God, this is absolutely amazing. What did we do beforehand?”
Brooke, to the team
“Go sell now. You’ve got time. Go make the business some money.”
Brooke, on the scale of it
“That’s already technically one person’s role that’s been automated.”
The progression
Seeing what a single automation could do for the team changed how Vercoe Insurance Brokers thought about the rest of the business. The question stopped being “should we do this?” and became “what else can we do?” That conversation led to the second engagement - and something significantly bigger.
“It’s really exciting. There’s so much that we could be doing - and we are roadmapping for the future.”
Brooke, Operations Manager, Vercoe Insurance Brokers
The second engagement
The AIOS brought everything together. A director dashboard giving complete holistic visibility across the brokerage - renewals, arrears, upcoming workload, new business performance, and year-on-year tracking and reporting. Alongside it, a suite of automations built across the pre-renewal process, the comparison process, and other workflows across the business. A live roadmap of Vercoe’s AI strategy, visible to the directors. All built securely within their own environment - owned and controlled by Vercoe.
“Saving little bits across the business is going to save the owner money - but also really help the team.”
Brooke, Operations Manager, Vercoe
On the dashboard
“Everything’s in one spot. That will be a big time saver for the whole company.”
On AI more broadly
“So many people are scared of AI - but if you’re using it in the right ways, it’s incredible.”
The experience + what Brooke would tell you
Other providers
“If we have an issue and go to another provider, it can take three business days to come back to us.”
Blue Horizon AI
“I sent something through that needed changing - it was fixed and rolled out a couple of hours later. That gives our team real confidence.”
On communication throughout
“Always coming back to me very promptly, getting things sorted and clarifying where needed.”
Brooke’s advice to other brokers
What Brooke would tell another broker
“My advice to other brokers would be to get on board with it - because the benefits are amazing.”
Brooke, Operations Manager, Vercoe Insurance Brokers
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