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Solutions

AI tools to build
super-brokers

We back brokers’ experience and client relationships with our own AI, so they can spend their time on the work that really adds value

Solutions

AI tools to build super-brokers

We back brokers’ experience and client relationships with our own AI, so they can spend their time on the work that really adds value

Explore the platform

Every broker’s day is full of tasks.

At least a third of a broker’s day goes on repetitive, low-complexity tasks, leaving little room to understand clients’ needs, advise them and find new clients

Not every task needs a broker

Brokers can hand repetitive tasks to AI, work alongside it on the rest, and focus on what only they can do

AI

Repetitive, low complexity tasks

  • Read a policy
  • Classify an email
  • Extract document details
  • Track a renewal

Human + AI

Shared tasks

  • Compare cover
  • Prepare a proposal
  • Draft a client reply
  • Review a renewal

Human

Trust and judgment

  • Understand a client
  • Advise on risk
  • Negotiate cover
  • Build a relationship

The agentic operating system for your brokerage

One shared space for brokers’ processes, their knowledge and their team’s work

Meet MOS

The agentic operating system for your brokerage

One shared space for brokers’ processes, their knowledge and their team’s work

It connects with the systems you already use: ERP, CRM, email, WhatsApp and calls. It brings together clients, policies, tasks and calendar so your team works with the same context.

Your business processes

One place to manage the work of people and agents

Capture each broker’s clients, tasks, policies, calendar and conversations in one shared, easy-to-use workspace

  • Clear ownership and next steps
  • Client and policy context alongside each task
  • A record of decisions and work completed
MOS / Workspace
YOUR WORKSPACE

Tasks

All the context. A clear next step.

To do2
–MOS-148Review the building’s insured valuesHumanCoverageSep 15PM
–MOS-156Prepare a new policy for Nuria SolerHuman + MossyNew policySep 15AG
In progress3
!MOS-144Water damage at homeHumanClaimSep 10AG
–MOS-145Add a new location to the policyHuman + MossyEndorsementSep 14LT
–MOS-155Renew Talleres Roble’s commercial insuranceWith MossyRenewalSep 17
Waiting1
–MOS-154Renew Casa Botánica’s shop insuranceNeeds your actionRenewalSep 12AG

People and Mossy work on the same tasks, with all the context at hand.

Knowledge & intelligence

Perpetual know-how for your brokerage

MOS turns your team’s experience, client context and ways of working into shared knowledge that every broker, and every AI agent, can draw on forever

  • Product knowledge and placement criteria
  • Client history, cover and conversations
  • Your team’s experience and ways of working
MOS / Knowledge

Knowledge and playbooks

The knowledge and playbooks that define how it works with you.

Library
MOSSY GUIDE · V0.1 · EXAMPLE

Review coverage

Check a client query against policy documents and prepare a response with references.

Context needed

  • Client query
  • Current policy and policy wording

How Mossy works

  1. Identify what the client needs to know and the relevant policy, risk and date.

  2. Locate the applicable policy schedule and wording; keep the version and references consulted.

  3. Check cover, limits, deductibles and exclusions. Separate documented facts from points to confirm.

  4. Prepare a response for the broker with relevant clauses and outstanding questions.

What it delivers

  • Coverage summary with policy references.
  • Draft response and points to confirm.

When it needs you

  • When a clause is ambiguous or the documents do not confirm coverage.
  • Before communicating a policy interpretation to the client.

Mossy

Your AI coworker within MOS

Mossy draws on your shared context and knowledge to support the team on every task and goes a step further by carrying out the work you delegate in the background, always under human oversight

01 · Prepare together

Mossy suggests the next step.

It brings together emails, WhatsApp messages and calls: what has been agreed and what still needs clarifying. With that context, it suggests the next step and prepares what you need. A draft, instructions, or an agenda for a call or meeting.

MossyPrepare the next step

Prepare the next conversation.

Online sales are confirmed. Before comparing quotes, business details and cyber risks still need a review.

What to prepare
To
Marta · Casa BotánicaDraft
Subject
Let’s review your upcoming renewal

Hi Marta,

Your renewal is coming up. Could you confirm your annual turnover and stock values?

As you now sell online, I’d like to review your payment arrangements and protection against cyber risks with you.

Ana

Prepared by Mossy
Mossy gathers what was discussed and what is still missing to prepare an email, a conversation or next steps for you to review.
02 · Works on your behalf

You delegate tasks.

Assign Mossy a task with several actions. Follow its progress, see what it has completed and take over when the result is ready for your review.

Renewal · Casa BotánicaQuote accepted

Complete the renewal

MossyReady
Activity0 / 5
  1. Check the agreed terms

    —

  2. Request policy issuance

    —

  3. Retrieve policy and receipt

    —

  4. Update the client record

    —

  5. Prepare the handoff

    —

You authorise. Mossy takes care of it.
A demonstration of how Mossy completes an authorised task.
03 · Multichannel

Mossy, wherever you are.

Email Mossy, copy it into an email to a client or message it on WhatsApp. Mossy has the context from MOS to do its work, wherever you are.

Email and WhatsApp. One shared context.
MossyWhatsApp
Today

How is the Casa Botánica renewal going?

Marta’s sent the turnover figures. Here they are. If they look right, I’ll prepare the renewal.

Turnover 2025.pdfPDF

Yes, all good. Prepare the renewal.

On it.

MOSClient, policies and conversations, in context.

04 · Learns from you

Mossy learns from you

A draft you edit or a direct instruction. Mossy learns from both to work more like your team.

Your edit
Before

Dear client, we request that you provide the outstanding documentation.

Your change

Hi Marta, could you send me your turnover so I can prepare the renewal?

A friendly tone and a clear request.
MossyThe next email

Hi Luis, could you send me your vehicle list so I can prepare the renewal?

Based on your feedback

How we build

Our own technology, shaped by brokers

Built in-house

We develop our own AI agents and tools, built around real brokerage workflows, and their skills keep improving with the business’s data, knowledge, expert feedback and verifiable results

Built with brokers

Our world-class engineers work shoulder to shoulder with brokers to identify their pain-points and fix them, with a feedback loop so short that every tool is shaped by the people who use it

Contact

Get in touch if you want to explore a future with Mosay

Let’s talk