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Broker AI

AI Automation for Business Services

Free your business from repetitive admin work. Broker AI automates proposal generation, compliance checks, client onboarding, and support—so you can focus on closing deals and building client trust.

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Technical Foundation:
CrewAI Orchestration
LangChain Processing
Streamlit Dashboards
AWS/Azure Cloud

AI Systems Built for Your Business

Broker AI is purpose-built to streamline proposal generation, compliance, and client onboarding while integrating seamlessly with your existing business systems and workflows.

Proposal Generation Automation
Instantly generate accurate business proposals by pulling data from multiple sources—saving hours of manual work.
Seamless Business Integration
Works with your existing CRM, proposal management tools, and compliance platforms without disrupting current operations.
Compliance-Ready AI
Ensures all client interactions, data checks, and business recommendations meet regulatory standards and industry best practices.
Scalable Client Support
Deploy AI agents that handle FAQs, follow-ups, and service reminders, reducing admin overhead while improving client experience.

Why Choose Broker AI Over Generic Tools?

Generic AI tools aren't built for the unique demands of service-based businesses. Broker AI is tailored to your workflows, integrates seamlessly with your systems, and ensures full regulatory compliance—giving you a real competitive edge.

  • 100% ownership of your business data, ensuring client privacy and regulatory compliance.
  • Features designed specifically for proposal generation, data verification, compliance, and client onboarding.
  • Works with your CRM, proposal management, and compliance tools—no need to change your setup.
  • Built with industry standards and regulatory compliance in mind.
  • We Offer Local deployment or providers such as Azure/Google Cloud
  • Always stay ahead of new compliance requirements with ongoing AI updates.

Investment Overview

Typical project range:$10K - $20K
Development timeline:1–2 weeks (pilot), 2–3 weeks full setup
ROI realization: Paid off in 2–3 closed deals
Ongoing support:Optional lightweight support & compliance updates
ROI tracking:Real-time dashboards included
Pilot Project:$3K | 1–2 weeks
Founder involvement:Direct technical leadership & integration guidance
Typical 3-year ROI:500–800%

Business Expertise

We've designed Broker AI for the fast-moving, compliance-heavy world of service-based businesses—where accuracy, speed, and compliance directly impact your revenue and client trust

Professional Services
AI that automates client onboarding, proposal generation, and follow-up reminders while maintaining compliance standards.

Example Solutions:

  • Instant proposal generation & comparisons
  • Automated data verification & compliance checks
  • AI reminders for renewals & upsells
Consulting Firms
Streamline project proposals, client assessments, and regulatory reporting with AI-driven workflows.

Example Solutions:

  • Automated client needs assessments
  • Project recommendation support
  • Compliance & audit-ready documentation
Multi-Service Businesses
AI tailored for businesses handling multiple service lines—optimizing workflows across different offerings.

Example Solutions:

  • Integrated CRM + AI assistant for teams
  • Cross-selling insights & upsell triggers
  • Automated reporting for multi-location teams

Deploy Broker AI in Weeks

A streamlined process designed for brokers—so you can start seeing results in as little as 1–2 weeks without heavy IT overhead.

1

Quick ROI Workshop

We review your current business workflow, existing software (if any), and key pain points.

1–2 Days
2

Workflow Mapping & Setup

We align Broker AI with your proposal generation, compliance, and onboarding process for minimal disruption.

1-2 Days
3

Pilot Deployment

Light customization & integration with your existing CRM/proposal tools. Test with real client scenarios.

1-2 Week
4

Full Rollout & Hosting

Deploy locally or on Azure/Google Cloud with full data ownership and compliance safeguards.

1 Week
5

Optimization & Support

We keep your Broker AI updated with new features & regulatory changes, ensuring long-term reliability.

Ongoing

Expected Results with Broker AI

Most brokerages see these results within the first 30 days of using Broker AI.

Consulting
Consulting Firm Efficiency
Regional consulting firm accelerates client onboarding and proposal generation, reducing response times from days to minutes.
90%
Faster Proposal Generation
0%
Human Errors in documentation
100%
Compliance Ready
Professional Services
Professional Services Automation
Mid-sized professional services firm cuts admin workload by 80%, freeing teams to focus on closing deals.
80%
Less Admin Time
2-3
Deals to Full ROI
1 Week
Pilot Timeline

Want to Automate Your Business in Weeks, Not Months?

In just 45 minutes, we’ll show you how Broker AI can cut your admin workload, speed up compliance, and pay for itself in just 2–3 closed deals.

ROI Workshop + ROI Projection
See how Broker AI integrates with your current tools
Pilot-ready in as little as 1 week
Book Your 45-Min ROI Workshop
Get a tailored walkthrough of our AI solutions and an instant ROI estimate for your business.

By submitting this form, you agree to our privacy policy and terms of service. Limited spots available each week—book now to secure your call.

Security & Integrations

Security & Compliance

🔒ISO 27001 (in progress)🛡AI Verify score 83%📄PDPA/GDPR readyLearn more

Technical Stack

CrewAI•Streamlit•LangChain•AWS/Azure•SAP Integration
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