Request documents
It reads the emails, files each document in the right folder, sees what is missing and asks for it. Then it follows up if needed.
For insurance brokers
Your account managers chase documents. Singular takes care of it.
Certificates, renewal notices, claims, renewals. Singular reads the emails, requests missing documents, prepares quotes and follows up with your clients. Your account managers check and approve.
Also for mortgage brokers and leasing companies: the work is the same.
Claims· Insurance broker
1 document missingMrs Ross08:57
Water damage in my kitchen
photos.zipreport.pdf
Checking the file
Home policy found: no. 48213
Damage report: signed, filed
Repair quote: missing
Email ready to send
Hello Mrs Ross, we received your photos and the damage report. To file the claim, we still need the repair quote.
Allowed by your rulesSent · 09:02
No reply? Automatic follow-up in 3 days
Quote received · claim filed with the insurer
Example · fictional data
Before and after
What changes for your team.
TodayWith Singular
Files that stay incomplete for weeks
Missing documents are requested the same day, then followed up
The same phone call again and again: “where is my file?”
Clients get their file status by email, without calling
Renewal notices and certificates sent by hand
Renewal notices and certificates go out on their own, on time
Renewals prepared at the last minute
Renewals are prepared ahead, ready to approve
With Singular
The three tasks it takes first. We start with one. When it delivers, we move to the next.
Prepare quotes and contracts
It prepares the quote from the request, sends it for e-signature and follows up on the unsigned ones.
Answer clients
It answers simple questions (where is my file, my certificate, my due date) and prepares renewals.
It works with what you already use.
Broker softwareOutlook or GmailShared foldersE-signatureExcel files
Nothing to install for your clients, nothing to change for your team.
How it works
It prepares. You approve. Every action is logged.
- 1
A request arrives
Email, PDF, photo or message, in your usual inbox.
- 2
Singular reads it
It finds the client and the file, and files what needs filing.
- 3
It prepares the next step
Reply, quote, follow-up or document request, on your templates.
- 4
You approve
In one click. Or it runs on its own, for what you allowed.
Security and control
You stay in control of your data. Nothing sensitive leaves without your approval.
In your accounts
The software runs in accounts in your name. The code belongs to you.
Human approval
You choose what it does on its own. Disputes and bank details always go through you.
Full log
Every action is recorded: what, when, on which data, approved by whom.
No AI training
Your data never trains a model. The AI provider is named in writing.
How we work
Three steps, a fixed price. A first tool live in three weeks.
01Assessment
5 daysWe measure the time spent per task, cost three projects and show you a demo on your real files.
Fixed price, deducted from what follows
02Setup
3 weeksThe software is built and connected to your tools, with a written time-saved target.
Fixed price, upfront or monthly
03Ongoing
MonthlyHosting, monitoring, adjustments. Then the next task.
No commitment after 3 months
Assessment · Ravel BrokersOctober 2026
Time spent by hand, per week
Request and file documents9 h
Sort emails7 h
Answer the phone6 h
Follow up with clients5 h
Proposed projects
Documents and follow-ups≈ 11 h / week
Email sorting≈ 5 h / week
Client replies≈ 4 h / week
Guarantee. If the time-saved target is not met 30 days after go-live, I keep adjusting the software at no extra cost.
“I look at where your team loses time, then I build the tool that wins it back. You talk to the same person from the first call to go-live.”
FAQ
Questions from insurance brokers.
In most cases, yes. We connect to what exists: an export, the mailbox, or a direct connection when one is available. We check it during the 30-minute call.
Thirty minutes to find out what Singular can do for you.
We look at your tasks together, on a video call. You leave with a written summary, whether you work with me or not.