AI Insurance Renewal Question List

WHAT IT DOES

The AI Insurance Renewal Question List takes your insurance type and business details—and instantly returns a structured list of questions to ask at renewal. The output is organised into four clear sections: 4-6 key questions on coverage adequacy to ensure you have the right protection, 3 questions on premiums and deductibles to understand costs and excesses, 2 questions on exclusions and limitations to identify gaps in coverage, and 2 questions on claims history to understand how past claims might affect your renewal. This removes hours of research and helps you have more informed conversations with your insurance broker, ensuring you get the best coverage at the right price.

HOW TO USE

Open the agent inside BotSurf. Paste your OpenAI API key once (it stays locally in your browser). In the input box, paste your insurance type and business details. Press the "Generate questions" button. Within seconds, the agent returns your structured question list. Copy it, share it with your team, or use it to guide your renewal conversations.

WHAT IT SENDS

The agent sends exactly the text you paste into the input box—nothing more, nothing less. It does not access your browser history, files, emails, or any other data. It does not send any identifying metadata beyond the content you explicitly submit. The only external transmission is that text to the AI API. Usage logs record only the count of runs for billing purposes; they do not store, log, or transmit the content of your insurance details or the generated questions. Your data and the generated output remain solely on your device unless you choose to save or share them.

SUBSCRIPTION

$19.99/month with a 7-day free trial. Each subscription includes 100 runs per month (one run = one insurance question list from your business details). Unused runs do not roll over. You can cancel anytime from your account settings—no questions asked, no long-term commitment.

THE PANEL

This agent runs inside BotSurf's draggable, resizable panel. Drag it anywhere on your screen. Snap it to the left or right edge for a clean workspace. Collapse it to a minimal title bar when not in use. Press Escape to close the panel instantly. It stays persistent across tabs so you can manage insurance renewals and generate questions without losing context.

PLEASE NOTE

AI-generated question lists are probabilistic, not factual guarantees. The agent may suggest questions that don't apply to your specific insurance type, business, or jurisdiction. Always review any list with your insurance broker or legal team and tailor it to your specific needs. This tool is general insurance guidance only—not professional financial, legal, or insurance advice. In regulated sectors, treat this as a starting point only—not as a verified due diligence checklist. The final responsibility for accuracy, relevance, and insurance decisions lies with you and your insurance broker.