Renewals, commission statements and follow-ups — none of them should live in a diary.
Finch is built for operations-heavy South African SMEs, and a brokerage is a document-and-date business. It reads the commission statements, checks them against the policies you placed, and tells you which renewals are about to go quiet.
Read this first.
This is an experimental vertical. Finch was built for South African food and produce operations, and everything on this page is the same machinery pointed at a brokerage: reading documents, reconciling one record against another, and surfacing what changed. We have not run an audit in a brokerage yet, so there is no case study here and nothing on this page is a measured result. If the description fits your practice, the audit is how we both find out.
Start where information keeps falling through.
These are the repeated breakdowns behind most of what Finch finds in a brokerage. The audit confirms which of them are actually present before an agent is switched on.
Commission is reconciled by sampling, if at all
A statement runs to hundreds of lines in the insurer's layout, so most practices check a few and accept the total.
Renewals live in a diary
The date is recorded somewhere; whether the client has been spoken to since inception usually is not.
Follow-up cadence depends on who is busy
Client contact happens when someone has a gap, which means the quiet accounts stay quiet the longest.
The admin is document-heavy by nature
Schedules, endorsements, statements and FICA paperwork all arrive as files that someone reads once and files away.
What Finch watches in a brokerage.
The same agents, in a brokerage vocabulary. None of this has been run against a real brokerage yet — it is what the audit would go looking for.
- DOC-UCommission statements, policy schedules and endorsements read into a reviewable record — three insurers, three layouts, one set of lines.LIVE
- RECONThe commission statement against the policies you actually placed, so a missing or short-paid line is a finding rather than an accepted rounding.FROM YOUR AUDIT ROADMAP
- THE BRIEFMonday morning on WhatsApp: renewals inside 30 days, statements that came up short, and clients who have gone quiet.FROM YOUR AUDIT ROADMAP
- DEBTORSPremium collections and client accounts drifting past their terms, before a lapse becomes the first anyone hears of it.FROM YOUR AUDIT ROADMAP
Document intelligence (Doc-U) is live today; agents are activated in priority order from your audit roadmap.
The machinery the agents read from.
The modules a brokerage would most likely start from. They were built for food and produce operations, so the audit is where we establish what genuinely transfers and what does not.
How the audit runs for a brokerage.
- 01
We take three months of commission statements, your policy register and your renewal diary, in whatever form they exist.
- 02
We reconcile every statement line against the policies placed, and check which renewals and follow-ups have had no contact.
- 03
You get the unaccounted commission and the at-risk renewals in rand — and an honest answer about whether Finch suits a brokerage at all.
What this connects to.
The problems a brokerage usually recognises, the reading behind them, and the other operations we work with.
Problems Finch fixes.
Fit before implementation.
- Has Finch been implemented in a brokerage?
- No. Finch's live work is with South African food and produce operations, and Turn 'n Slice is the only client we quote. This page describes what the same agents would watch in a brokerage, not something we have measured in one.
- What would Finch actually read?
- Commission statements, policy schedules, endorsements and your renewal register. Document intelligence — reading a statement in the insurer's own layout into reviewable lines — is the part of Finch that is live today.
- Is this an FSP compliance or advice system?
- No, and we would not claim otherwise. Finch watches operational and commercial records — statements, renewals, follow-ups, costs. Advice records, FAIS compliance and regulatory reporting stay with the systems built for them.
- How would we find out whether it fits?
- The one-week Operations Audit, R2,000, credited to your first month. Because this vertical is experimental, the audit's first job is to tell you honestly whether Finch is the right tool — and we will say so if it is not.
Start with a one-week Operations Audit.
R2,000, credited to your first month. We tell you where the money is leaking — whether you sign or not.