Encrypted everywhere
All client data is encrypted in transit and at rest.
Made for commercial insurance brokersLess chasing.
Less chasing.
More broking.
Ralfi replaces inbox task lists, scattered email threads and manual insurer chasing with one tracked workflow, so your day goes to clients, not follow-ups.
Chase sent to insurer
Client reply received
Renewal pipeline
38
Active clients
6
Renewals this month
4
Awaiting insurer
ClientExpiryTasksStatus
Harbourside Logistics21 days2Renewal due
Marlow Civil45 days1In market
Coastline Cafés87 days0On track
Kembla Freight132 days0On track
- Private AI on infrastructure we control
- Data hosted in Australia
- Encrypted in transit and at rest
Works alongside your broking system
- WinBEAT
- iBais
- Steadfast INSIGHT
- JAVLN
- Cova AI
Built by a team from
You shouldn't spend your best hours on paperwork
Drag the slider to see your day before Ralfi, all admin and chasing, and the same day once Ralfi handles the groundwork.
8–9 am
Chase renewals
Plan the day
9–10 am
Send certificate requests
10–11 am
Meet a client
Write notes
11–12 pm
Chase missing info
Chase carriers
1–2 pm
Dig through email
Update sheet
2–3 pm
Renewal call
Chase a quote
3–4 pm
Call a client
4–5 pm
End-of-day admin
Prep tomorrow
Customer-facingAdmin & chasingPrep & planningHandled by RalfiFree time
Built for the way you work
Send once. Ralfi chases the rest.
Track every quote request from one screen. Reminders go out automatically. Every contact is logged with a timestamp.
Per-insurer status. Sent, acknowledged, quoted, declined, no response.
Timers with automatic follow-up. Insurers who go quiet get chased without you lifting a finger.
A full log. Who was contacted, when, and what came back.
Chase sent · Zurich
Quote received · QBE
Market approach · Business Pack
InsurerStatusWaitingNext
QBEQuoted2dCompare
AllianzQuoted4dCompare
CGUAcknowledged5dWaiting
ZurichNo response9dAuto-chase in 2 days
VeroDeclined6dClosed
Every contact logged with a timestamp. Reminders go out automatically.
Every renewal. One view.
See every client, every expiry and every open task.
Know what needs you today.
Renewal pipeline. From first contact to bound and paid.
Expiry warnings. Well before renewal date.
A complete client file. Every document and contact, timestamped.
Renewal flow started
Harbourside · expiry in 21 days
Renewals · next 90 days
3
Not started
2
In market
4
Presented
6
Bound & paid
Expiry warnings
Harbourside LogisticsBusiness Pack21 daysStart renewal
Marlow CivilCommercial Motor45 daysTerms requested
Coastline CafésProperty87 daysOn track
Security
Your data stays yours
Ralfi reads your email and messages to do its job. Everything is encrypted, never sold and never used to train AI. Delete it whenever you want.
Private AI, by design
Our AI runs on infrastructure we control. No third-party AI provider sees your data, retains it or trains on it.
Hosted in Australia
All client data lives in Australian data centres.
Built to recognised standards
Our security controls are built to SOC 2 and ISO 27001 standards.
Yours, always
Export your data whenever you like and have it permanently deleted at any time.
SOC 2
aligned
ISO 27001
aligned
AU
hosted
FAQ
Questions, answered
What is Ralfi?
Ralfi is an AI chasing agent for Australian insurance brokerages. It watches your renewals and quote requests, follows up with insurers and clients who go quiet, and logs every contact with a timestamp, so nothing sits forgotten in an inbox.
Does Ralfi replace our broking system?
No. WinBEAT, iBais or INSIGHT stays your system of record. Ralfi starts from a renewal report export and runs the workflow on top. Nothing to migrate.
Is our data used to train AI models?
Never. Ralfi's AI runs on infrastructure we control. No third-party AI provider sees your data, retains it or trains on it.
Where is our data stored and how is it protected?
In Australian data centres, encrypted in transit and at rest. Our controls are built to SOC 2 and ISO 27001 standards.
What happens to our data if we leave?
It is yours. Export everything any time and request permanent deletion any time. No lock-in.
How it works
Ralfi is not another tool or CRM you have to figure out alone. We work with your team to understand your processes and systems, then set up AI workflows that handle the repeat admin inside the tools your team already uses.
Map
We map your current process
We review how your team handles certificates, renewals, quotes, cancellations, follow-ups and other admin work today.
Automate
We automate the highest-value work first
Together, we identify the repeat work costing your team the most time, then set up Ralfi to handle that workflow first.
Adopt
We meet your team where they work
We set up Ralfi around the tools your team already uses, so you can use AI in your existing workflow instead of learning a new system from scratch.
Support
We stay with you as it grows
We stay close after setup, track what is saving time, and keep improving Ralfi as your team's workflow evolves.