Platform / Workflow Agents
Let agents handle the work. You handle the strategy.
Deploy pre-built agents or build your own — automating the repetitive, high-volume workflows that consume your team's time and create E&O exposure.
Agentic automation built for brokerage workflows
Pre-Built Agents
Launch purpose-built agents for the most common brokerage workflows — renewal processing, certificate issuance, submission preparation — in one click.
Custom Agent Builder
Build your own agents without code. Define the task, the data sources, and the output format. Effara handles the intelligence layer.
Multi-Step Automation
Agents can execute complex, multi-step workflows — reading documents, making decisions, drafting outputs, and routing for review — all autonomously.
System Integrations
Connect agents to your AMS, policy management system, email, or document storage. Agents pull from and write to the systems your team already uses.
Human-in-the-Loop
Design agents with checkpoints where human review is required before proceeding. Maintain full control over consequential decisions while automating routine steps.
Workflow Analytics
Track agent performance, identify bottlenecks, and measure time saved across your firm's automated workflows with built-in analytics dashboards.
Agents that know your business
Automate the renewal cycle from start to finish
Deploy a Renewal Agent that pulls expiration data from your AMS, prepares renewal applications, gathers required underwriting information, and drafts client communications — weeks before the renewal date.
Acme Logistics AS
Expires Jan 15
Bergen Retail Group
Expires Jan 22
Nordic Shipping Ltd
Expires Feb 03
Stavanger Offshore
Expires Feb 11
Current task
Acme Logistics AS
Pull AMS data
Prepare renewal app
Draft client email
Writing…
Route for review
“We deployed the Renewal Agent across our mid-market book and reclaimed over 40 hours per week across our team. The ROI was visible within the first month.”
Placeholder Name
Head of Operations, Placeholder Brokerage
Get Started
Ready to transform your brokerage?
Start your free trial today and see how Effara can automate your workflows.