MenteIQ Solutions

MenteIQ for Insurance Brokers

Never miss a renewal, track every policy, and grow your book of business with AI.

Track all client policies in one place. Expiry dates, coverage amounts, and renewal history.

Automated reminders before renewals. Never lose a client because you forgot to reach out.

Track commissions per policy and carrier. Know your earnings at a glance.

Client Risk Profiles

Maintain detailed risk profiles per client. AI summarises coverage gaps on demand.

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Store policy documents securely with GDPR-compliant access controls and audit trails.

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Let AI draft renewal emails, follow-ups, and policy summaries in your tone.

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Upload your client list and policy data. MenteIQ maps it automatically.

Configure reminder timing. Get notified via email before every renewal.

Ask AI to identify cross-sell opportunities. Draft renewal emails in seconds.

Can I track multiple policies per client?

Yes. Each client can have unlimited policies with full history and document attachments.

How do renewal alerts work?

Set reminder windows (e.g. 90, 60, 30 days before expiry). MenteIQ sends email alerts automatically.

Does MenteIQ calculate commissions?

Yes. Enter your commission rates per carrier and policy type. MenteIQ calculates and tracks earned commissions.

Is client data GDPR compliant?

Yes. Data stored in Switzerland, GDPR-compliant by architecture. Full export and deletion on request.

Join European service professionals using AI to handle their business operations.