Renewals chased before they lapse
The book is the business. HELM watches renewal dates, preps every review, drafts the quote follow-up, and keeps the pipeline of new business moving alongside.
Free plan, no card. Trials up to 30 days.
Works alongside what you already run
Built for brokers and advisers using these tools. HELM works alongside your broking platform, it does not replace it.
Tools marked live are connected integrations you can use today. Everything else is reachable through HELM Connect, our integration layer over Composio and MCP, as connectors roll out to workspaces.
HELM adapts to what you sell
Tell HELM you sell insurance and the workspace adapts. Deals become policies, follow-ups become renewals, and every client review is prepped in advance.
- PoliciesThe book by client, cover type and premium.
- RenewalsEvery renewal date tracked, chased early, never lapsed quietly.
- QuotesOpen quotes staged and chased until answered.
- ReviewsAnnual reviews scheduled and prepped with full client history.
A working day in insurance
What HELM is doing around you, hour by hour. Every entry maps to a real engine: the planner, follow-ups, the forecast, the daily review.
- 08:00HELM surfaces renewals due in the next 30 days
- 09:30Client review prepped with cover history and open quotes
- 11:00Renewal outreach drafted weeks before lapse, waiting for approval
- 14:00Stalled quote flagged; chase drafted
- 16:00Premium pipeline updated as quotes bind
- 18:00Daily review: retention risk, reviews held, tomorrow's book
Workflows that run themselves
Evidence in, explainable draft out, and nothing ships without your approval.
A renewal chases itself
- 1Renewal date approaches
- 2HELM flags it weeks ahead
- 3Review brief prepped from history
- 4Outreach drafted, you approve, it sends
A quote never goes quiet
- 1Quote issued and staged
- 2Response time tracked
- 3Stall flagged, chase drafted
- 4Outcome logged against the client
Specialist agents on your patch
The same fourteen-agent crew behind every HELM workspace, put to work on your industry.
- Follow Up AgentRenewal and quote chases that never lapse.
- Research AgentClient and risk research before every review.
- Proposal AgentQuote summaries and client-ready emails.
- Forecasting AgentCommission and premium income projected by renewal cycle.
Keep your tools. Take the helm.
Connect what you already use, tell HELM what you sell, and your workspace speaks your language from day one.
Start Free TrialBuilt for professionals using these tools. Product names and marks belong to their owners. A listing means HELM is designed to work alongside that tool, not that a partnership or endorsement exists.