AI in the brokerage: study by the DKM's KI Navigator, with AssCompact Take part now!

From request to context, to workflow, to decision.

Automated. Self-learning. Verified.

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Vorgänge · heute···
Adressänderung · ADEO GmbHNeu
Deckung Cyber · M. MüllerIn Arbeit
Police PDF · Meyer TransportGeprüft
Rückruf Schaden · Nova GastroZugeordnet
Antrag · Vertex DigitalAngebot
Risikofragebogen erstellt
Angebot verglichen
Kampagne erstellt
Deckungslücke erkannt
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Vertrag aktualisiert

By brokers, for brokers

Built by brokers who know every process and every problem from the daily grind of running the business.

Live fast, self-learning

Up and running quickly, and more precise with every case for this specific business.

Your processes, automated

No rigid off-the-shelf solution — Modus automates your individual processes and workflows.

Secure & compliant

Data isolation, audit trail and verification before every output.

Standardized where the industry demands it. As individual as the business works.

One industry. One infrastructure. Individual processes. Different ways of working. No two brokers work the same way Modus agents adapt to your individual processes.

Modus verbindet sich auf jeder Ebene

Industry standards & infrastructure

BiPRO · GDV standard · Regulation

Individual systems

Ameise · Professional Works · rating engines

Individual processes & SOPs

Special concepts · claims settlement

Individual ways of working

Back office · field sales · management

Verlässlich. Schnell. Konsistent.

99.5 %

Verified accuracy across production cases

4 Sec.

Average latency per work step

+1M

Individual work steps automated with Modus agents

One case, automated - from request to logged result.

Multi-input layer

Every message, email, WhatsApp, call, document or customer portal entry is converted on arrival into a unified, versioned work object and automatically assigned to the customer and case.

Fall #2481v12
KundeADEO GmbH
KanalE-Mail
Statusstrukturiert
MitarbeiterMK

Triage & context layer

The system matches the request against the context layer through triage and automatically pulls in customer, risk and policy data. The agent works with facts, not guesswork.

Police #88213Deckung 5 Mio.
Faktenbasiert

Reasoning & execution

In the reasoning loop, the agent plans the necessary steps, calls tools for data retrieval and action, and validates every intermediate result against the Context Layer before the next step starts.

Tool-AufrufKontext einholen
Reasoning-
Loop
Agent übernimmt

Verification layer

Every output goes through a structural verification against policy and case data and is validated against a growing benchmark of verified production cases before the team member approves it.

AntwortFalldaten
Verifiziert
10:32Schritt 1v1
10:33Schritt 2v2
10:34Schritt 3v3
MKFreigegeben

Action layer & output

The result is written back into the broker management system via schema mapping and, at the same time, sent out as customer communication: a double result from the same, logged case.

Angebot · Cyber-SchutzErstellt
Im MVP hinterlegt
Kunde informiert
Ohne Doppelerfassung

Connect the systems of your brokerage to automate processes end to end.

Communication, rating, broker management, insurers, pools: Modus connects to the systems along the entire value chain - via API, through web portals or desktop applications. No system replacement, no new login, no duplication.

Communication

EmailWhatsAppPhone

Pools

VEMA OfficeCompexx

CRM & administration

AmeiseProfessional Works

Insurers & rating

Insurer APIRating & comparison

Portfolio & cross-sell

XempusBKV / PKV

Claims

Claims toolsCarrier APIs

Human-in-the-loop: every decision a training signal.

Modus proposes, your team member decides: review, adjust or let it run data-driven and with full context. Each of these decisions is more than an approval: it's the judgment Modus learns from.

Vorbereitet zur Freigabe

Schadenmeldung an VersichererKI-Entwurf
Rückmeldung an KundinKI-Entwurf
Vorgang angelegt
2 Schritte bereit · 1 Klick zum AusführenAlle Schritte ausführen

Context Layer: more usage, more intelligence.

Every case handled, every case closed, every additional use expands the Context Layer: customer, risk and case data. This single layer feeds every agent equally. The longer Modus is in use, the more each individual agent knows.

Woche 1

Monat 3

Jahr 1

Self-learning: every learning loop increases accuracy.

More context means more intelligence. More improvements mean better judgment. The two together: significantly higher accuracy over time.

Antwortvorschlag · Adressänderung

Korrigiert

Trefferquote über Zeit

Wird mit jedem Fall besser

For brokerages with the highest standards.

Data isolation per broker

Client data, contracts, and case history stay strictly isolated per broker.

Complete action logging

Every single action is versioned and recorded in the audit log.

Structural verification

Results are checked against real data before they reach anyone.

Grounded in facts, not guesswork

Answers come from verified data, never from model memory.

Traceable, documented & auditable at any time

Every work step is documented in a traceable way and remains transparent and auditable at all times.

ISO 27001 zertifiziertISO 27701 zertifiziertDSGVO-konform

Modus, live in the business.

Operational time became revenue time

For us it was never about simply hiring more people, but about making sure every new broker doesn't automatically mean new manual work. Today we serve more partners with the same team, and the time we gain goes into growing the network."

Johann

Co-founder & Head of Data and IT

2 hrs

less admin per day

35 %

fewer internal follow-up questions

25 %

more time for advice

Johann

Built for a regulated industry. Security you can prove.

Frequently asked questions about Modus

Modus writes directly back into your broker management system — already live for Ameise and Professional Works, with more to follow. No double entry, no Excel list on the side. Each integration maps the data structure of the respective system individually, because 'policy' or 'case' means something different in every broker management system — which is why the first connection takes longer than the tenth.

No. That's really the whole point. Modus sits on top of your existing stack, not beside it and not in place of it. Ameise, VEMA Office, Professional Works — whatever you're using stays in use.

The Inbox shows what's pending, who it's assigned to and what the suggested next step is — team-wide, not just for the individual team member. No case disappears into a mailbox anymore because that person happens to be on vacation. That's the difference from a normal email inbox: it's built for a team, not for one person.

Every action Modus proposes can be reviewed, adjusted or simply waved through before it actually happens. At the start of any workflow, a team member reviews practically everything. Over time — once enough cases have run cleanly — that shifts, and Modus increasingly handles routine cases on its own. People stay at the point in the process where they really matter, not everywhere.

An address change or policy adjustment comes in, Modus recognizes what needs to be done, gathers any missing details directly from the customer and informs the insurer — without anyone manually switching back and forth between three systems. These are the cases with the lowest advisory share and the highest volume, which is why they're best suited to full automation.

Modus identifies the risk type and category from the request, carries out the risk assessment through to a quote-ready state and pulls in comparison calculators or insurer interfaces. What today is often half a day of manual work across several tools now runs in a structured way in the background — in the end the team member sees the compared quotes, not the path to get there.

It learns, but separately per broker — a correction for one customer doesn't automatically change how Modus works for another broker. Every approval, every adjustment feeds into the business's own context. Over time, that means fewer corrections for the same kind of case.

Customer data, policies and case history are strictly isolated per broker — no mixing between Modus customers, not even anonymized for individual cases. What flows across systems is exclusively aggregated patterns, such as which details are typically relevant in a document type — never individual customer or policy data.