Implementation BlueprintExecution layer

Aron Insurance Broker Onboarding Sprint (5-7 days)

Stand up a white-label Aron quoter and AI renewal engine for one insurance broker client, from carrier mandates to the first automated WhatsApp renewal sequence at D-60/D-30/D-15. Time: 5-7 days.

By InnovaAI ResearchPublished

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Blueprint

Aron Insurance Broker Onboarding Sprint (5-7 days)

Stand up a white-label Aron quoter and AI renewal engine for one insurance broker client, from carrier mandates to the first automated WhatsApp renewal sequence at D-60/D-30/D-15.

Prerequisites
  • Client operates in the Italian insurance market and holds active carrier relationships or is willing to run on Aron's 25+ pre-integrated carrier mandates
  • Signed reseller agreement covering the White Label S tier (59 € monthly, up to 2,000 active policies, 20 distributors, 2 internal users)
  • Client brand assets ready: logo, colour palette, and the domain the white-label quoter will sit on
  • A sample policy portfolio export plus at least one carrier statement PDF for testing AI extraction and commission parsing
  • WhatsApp Business number provisioned for the renewal cadence, since Aron fires renewal messages through WhatsApp
Execution Timeline
  • 1.Create the Aron Partner Network account (0 € tier) to test quoting and renewal flows before committing to White Label S
  • 2.Map the client's active product lines to the multi-carrier quoting engine so each line routes to the right carrier mandate
  • 3.Confirm which of the 25+ pre-integrated carriers the client actually needs live on day one
  • 1.Activate White Label S and point the quoter at the client's own domain
  • 2.Apply full brand identity: logo and colour set inside the Aron admin panel
  • 3.Verify the quoter renders correctly on mobile, since broker clients quote from the field
  • 1.Load the client's policy portfolio into Aron and reconcile active policy count against the 2,000-policy ceiling on White Label S
  • 2.Run a carrier statement PDF through Aron's AI extraction to confirm commission parsing matches the client's own records
  • 3.Set distributor seats, keeping the count inside the 20-distributor limit
  • 1.Configure AI Renewals Autopilot with the client's renewal cadence, anchored on the D-60/D-30/D-15 WhatsApp sequence
  • 2.Connect Google Calendar so policy deadlines surface alongside renewal triggers
  • 3.Draft the WhatsApp message templates in the client's tone and load them into the renewal flow
  • 1.Run a live multi-carrier quote end to end and check the output against a manual quote the client already issued
  • 2.Trigger a test renewal sequence on a dummy policy to confirm D-60, D-30, and D-15 messages fire on schedule
  • 3.Confirm automatic IVASS compliance reporting populates without manual entry
  • 1.Train client staff on the quoting dashboard, the insurance-native CRM, and the compliance reporting view
  • 2.Walk the client through DocuFlow digital signature so policy documents close inside Aron rather than by email
  • 3.Hand over a one-page runbook covering renewal cadence changes and carrier mandate additions
  • 1.Review the first week of quoting and renewal activity with the client and tune trigger timing
  • 2.Set the retainer billing cadence and confirm the per-client White Label S charge is passed through correctly
  • 3.Agree the monthly check-in scope: policy count against the 2,000 ceiling, distributor seats, and renewal conversion
White Label S at 59 € monthly per client, plus 16 hours of setup labour at agency rates; the Aron Partner Network tier at 0 € covers the pilot phase before the client goes live5-7 days
ROI Logic

A single White Label S client costs the agency 59 € monthly while supporting up to 2,000 active policies and 20 distributors, so the platform line item stays trivial against a retainer priced for automated quoting and renewal work. The margin comes from setup labour billed once at roughly 16 hours and a 2 hour monthly maintenance load, not from reselling seats. Every additional broker client on the same agency account adds another 59 € cost against a full retainer, so the second and third onboardings carry far better margin than the first.

Deliverables
  • Live white-label Aron quoter running on the client's own domain with full brand identity applied
  • Configured AI Renewals Autopilot firing WhatsApp sequences at D-60/D-30/D-15 with client-approved message templates
  • Policy portfolio loaded into Aron with carrier statement extraction validated against the client's commission records
  • IVASS, IDD, and GDPR compliance reporting switched on and verified
  • Client staff runbook covering quoting, renewal cadence changes, and distributor seat management
Definition of Done

The client has issued at least one live multi-carrier quote through their branded Aron quoter and a test policy has completed the full D-60/D-30/D-15 WhatsApp renewal sequence without manual intervention.

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