These are the five automation patterns we most often build for Australian finance & broking businesses, with our published pricing against each. For the three most relevant to your business specifically, the free quiz takes about three minutes.
Every example on this page is a pattern we have built or scoped for Australian businesses. The prices are our published fixed bands, not estimates invented for this page, and you will not find made-up hours-saved figures here. Where a build pays for itself, we say how in plain terms and let you do the maths on your own numbers.
Every outstanding document tracked, the follow-up sent at the right cadence, what comes back checked and filed, and the broker alerted the moment a file is complete or a client stalls. Most of the chase is the same polite email sent again.
BUILD FROM $4,000 + GST, SUPPORT FROM $200/MONTH
Brokers consistently name document chasing as the biggest time sink between application and settlement.
Enquiries answered in minutes instead of days, quiet applications nudged on schedule, and the pipeline report writing itself. The broker only steps in when there is a live human to talk to.
BUILD FROM $4,000 + GST, SUPPORT FROM $200/MONTH
Speed to first response is where most broking leads are won or lost. Machines are very good at never forgetting.
When a milestone changes in your platform, the client and the referrer both hear about it without anyone writing an email. The "any update?" messages largely stop arriving, because the updates beat them.
BUILD FROM $4,000 + GST, SUPPORT FROM $200/MONTH
Proactive updates are the cheapest client-experience upgrade in broking, and referrers notice too.
BID notes, conversation records and document trails assembled as a by-product of the work instead of a Friday-afternoon reconstruction. The judgement is yours; the filing is not.
BUILD FROM $4,000 + GST, SUPPORT FROM $200/MONTH
A compliance file built in the moment is both faster and safer than one rebuilt from memory.
Fixed-rate expiries, anniversaries and review dates watched by a system that drafts the outreach for you. Repeat business comes from remembering; the remembering can be automated.
BUILD FROM $4,000 + GST, SUPPORT FROM $200/MONTH
The trail book is usually a broker's most under-worked asset because nobody has time to work it.
When we ask finance & broking businesses where their week disappears, the same answers keep coming back. If more than two of these sound familiar, there is probably a build on this page that pays for itself.
The quiz asks seven questions about where your time actually goes, shows your three most relevant examples on the spot, then an Evisent engineer reviews your answers and sends a full roadmap. Free, and "nothing worth automating yet" is a real outcome. Prefer the governance and delivery view? See AI for finance & broking.