RalfiBetaBook a demo
AI co-worker for insurance brokers

AI that handles the chasing, so brokers can focus on relationships.

Ralfi runs the groundwork behind renewals, quotes, certificates, missing documents and carrier follow-ups — so your time goes to clients, advice, negotiation and trust.

Book a demoSee how it works

AI that works alongside exceptional insurance brokers like you.

Built by a team from Atlassian and Canva

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You shouldn't spend your best hours on paperwork

Drag the slider to see a broker's day before Ralfi — admin, chasing and tab-switching — and the same day once Ralfi handles the groundwork.

8–9 am
Email triage + chasing
Account planning
9–10 am
Renewal follow-ups
Call prep
10–11 am
Discovery call
Notes + COI log
11–12 pm
Follow-up chase
Demo
1–2 pm
Inbox digging
Pipeline updates
2–3 pm
Renewal prep
Renewal call
3–4 pm
Prospecting calls
Carrier + chasing
4–5 pm
EOD admin + forecast
Tomorrow prep
BeforeWith Ralfi
Customer-facingAdmin & chasingPrep & planningHandled by RalfiFree time

Drag the handle ↔ to compare. Illustrative schedule.

How it works

We diagnose, automate, and stay with you

We map your process, automate the repeat work, and help your team adopt AI where they already work.

  1. 01

    We map your current process

    We review how your team handles certificates, renewals, quotes, cancellations and follow-ups today — and where time actually goes.

  2. 02

    We automate the highest-value work first

    We remove the repeat work first: missing-info requests, client chasing, carrier follow-ups, certificate checks and renewal reminders.

  3. 03

    We meet your team where they work

    Ralfi sits inside the tools your team already uses, so brokers get answers, drafts and next steps without learning a new system.

  4. 04

    We stay with you as it grows

    We stay close, measure the time saved, and keep improving the workflow alongside your team.

Groundwork Ralfi handles

Everything brokers chase, in one place

Renewals, follow-ups, certificates, quotes and carrier requests — tracked and chased automatically, instead of living in six spreadsheets and a full inbox.

Renewal chasing

Ralfi watches every policy renewal across your book and chases the missing pieces early — updated details, census, loss runs, client decisions — so commercial and personal lines renewals are worked weeks ahead, not the day they expire.

Client follow-ups

Every client follow-up gets a deadline and a nudge until it's done. Ralfi drafts the chase for missing information, outstanding documents and quotes awaiting a decision — so client follow-ups stop falling through the cracks.

Certificate (COI) tracking

Ralfi tracks each certificate of insurance from request to issue, spots requests missing coverage, wording, endorsements or additional-insured details, and follows up on outstanding COI requests — without the email archaeology.

Quote chasing

Ralfi shows quotes sitting with carriers or clients with no recent reply, chases proposals out for decision, and keeps your quote-to-bind workflow moving so revenue doesn't stall in an inbox.

Carrier & underwriter requests

Submissions, market requests and underwriter follow-ups in one place. Ralfi chases carrier replies without making brokers dig through old threads, and surfaces the requests waiting on you so nothing goes quiet.

Worklist & prioritization

Ralfi turns renewals, follow-ups, certificates, quotes and carrier requests into one prioritized daily worklist per account manager — insurance workflow automation that replaces the spreadsheet and the sticky notes.

Enterprise-grade security

Ralfi is built for brokerages handling sensitive client, policy and communication data — with security and access controls across the whole workflow.

Frequently asked questions

What is Ralfi?
Ralfi is an AI platform for insurance brokers that handles the groundwork behind renewals, client follow-ups, quotes, certificates of insurance (COIs) and carrier requests — renewal and follow-up software that keeps a brokerage on top of everything, so brokers can focus on client relationships.
What does Ralfi help insurance brokers with?
Ralfi chases renewals, client follow-ups, insurance quotes, certificates of insurance, and carrier and underwriter requests — plus the day-to-day tasks behind them. The repeat admin and chasing that normally lives in inboxes and spreadsheets becomes one prioritized worklist.
Does Ralfi replace my agency management system (AMS) or CRM?
No. Ralfi works alongside your AMS or CRM and inside the tools your team already uses. It focuses on the chasing and deadline-tracking those systems don't do well — renewals worked early, follow-ups completed, and certificates and carrier requests closed out.
How does Ralfi handle certificates of insurance (COIs)?
Ralfi tracks each certificate from request to issue, flags requests missing coverage, wording, endorsements or additional-insured details, follows up on outstanding COI requests, and surfaces certificates about to expire.
Is Ralfi secure?
Yes. Ralfi is built for brokerages handling sensitive client, policy and communication data, with enterprise-grade security across the workflow.
Who is Ralfi for?
Ralfi is built for commercial and retail insurance brokers, account managers and CSRs, and brokerage operations teams — anyone responsible for making sure renewals, follow-ups, quotes, certificates and carrier requests get done on time.

Let Ralfi handle the chasing

Pick a time and we'll walk you through how Ralfi keeps your brokerage on top of every renewal, quote, certificate and carrier request.

Prefer email? Reach us at hey@ralfi.io.