AI operations for independent insurance brokers

Turn insurance documents into usable data.

Caldriva builds practical AI workflows that extract, structure and move information into the systems your team already uses.

Designed around the real workflows
of independent UK brokers.

caldriva / document workflowLive
PDF
Client risk presentation.pdf42 pages · unstructured
Extracting key information01:27
Structured recordReady for review
INSUREDNorthbridge Manufacturing Ltd
RENEWAL DATE30 September 2026
TRADEPrecision engineering
TURNOVER£4.8m
Validated fields System-ready
Less rekeyingCleaner dataFaster workflowsHuman oversight

Product demo

See an insurance document become structured data.

This early demonstration shows the extraction step in action. The output is prepared for review before it moves into the next part of a broker's process.

Caldriva demo00:58

Demonstration of an early workflow. Results and integration options depend on the document, broker process and approved system access.

The problem

Your team's expertise should not be spent copying data between documents and systems.

01

Information arrives everywhere

Client presentations, PDFs, emails and spreadsheets all follow different formats.

02

Manual entry slows the work

Teams repeatedly find, interpret and re-enter the same information into broker systems.

03

Useful data stays trapped

When information is not structured, reporting and better decision-making become harder.

How it works

From document to usable data in three clear steps.

Caldriva fits around the way your brokerage works today. We start with one repetitive process, prove the value, then expand carefully.

01

Bring in the document

Start with the files your team already receives—without rebuilding the whole workflow.

02

Extract and review

AI identifies the important fields and presents them in a consistent format for human review.

03

Send it where it belongs

Validated data can be transferred into the next step, system or report your team needs.

Built for practical value

Automation that supports your people—not another system to manage.

Caldriva focuses on specific, high-friction tasks where better data flow can save time and reduce avoidable admin.

  • Keep people in control with review points before data moves on.
  • Work with existing tools through suitable integrations and APIs.
  • Start with one workflow and expand only when the results make sense.
Example workflowDocument extraction
~90 secprocessing time in an early test
Document read
Fields extracted
Ready for review

Illustrative early-stage test, not a guaranteed result. Performance depends on the document and workflow.

Why Caldriva

Fix today's bottleneck.
Build tomorrow's intelligence.

Structured, reliable data does more than speed up administration. It creates the foundation for better reporting, analytics and future decision-support tools.

Workflow automationSystem integrationsData analyticsDecision support

Founder

Built from a real insurance workflow.

Caldriva was founded by Cameron John after gaining experience within commercial insurance at AXA and seeing how much skilled time can be absorbed by finding and re-entering information from client documents.

The aim is simple: start with a specific administrative bottleneck, build carefully around the broker's existing process and keep people in control of the result.

Contact Cameron

Frequently asked questions

Clear answers before you start.

Does Caldriva replace our broker management system?+

No. Caldriva is designed to support a focused workflow around the systems your team already uses.

Can Caldriva connect with Acturis?+

Acturis is API-enabled, but any connection depends on the broker's setup and Acturis granting the appropriate access. We confirm this before promising an integration.

How accurate is the extraction?+

Performance varies by document and field. The current approach includes a human review step rather than presenting early test results as a guarantee.

How would a pilot begin?+

We choose one repetitive workflow, agree how sample data will be handled, define the fields that matter and test the output before considering a wider rollout.

What happens to our data?+

Access, storage, retention and deletion are agreed before any real client information is processed. Caldriva does not request broker-system passwords.

Book a conversation

Show us where manual work slows your team down.

Start with a short, no-pressure conversation about one workflow. We'll explore whether Caldriva is relevant before suggesting a pilot.

Arrange a 15-minute call