Knows your book. Does the work.
Bindry knows every client, policy and conversation across your BMS, email and calls. It works each request to done, chases what’s owed and finds the revenue already in your book, so the same team handles more. Someone on your team approves every step that leaves the brokerage.
Free report · 24 questions · No system access needed
Vehicle change · Halton Transport
Add the 2025 cargo van to the fleet policy
Chris sent the VIN and the driver. Ready for your OK.
Does the work
A vehicle to add, a certificate to send, a carrier who hasn’t answered. Bindry reads each request against the file, does the checking, and has the next step ready. Nothing leaves the brokerage until someone on your team says yes.
1 The request
“Can you send a certificate to Northfield Developments for the site contract? They need to be added as additional insured.”
Chris Hughes, Halton Transport
Read as a certificate request. The holder, address and policy come out of the email.
2 The check
Nothing needs the carrier.
When the policy can’t give what’s asked, the carrier is asked first, and chased until it answers.
3 Your OK
Send Northfield the certificate
Every draft opens in full first. Change a word, leave a line out, or say not now.
4 Sent and filed
Approved by Wes Delacroix. Every action is logged against the person who approved it.
It goes from your mailbox, so the holder and the client see an email from you.
Why it gets it right
A request is only as good as what’s known about the client, and most of that lives outside the BMS: in email, on calls, in documents and in your team’s heads. Bindry connects it into one layer, so every check and every draft starts from the whole file, with a source on every fact.
Bindry intelligence layer
Built in your environment · Your data stays yours
Growth
Gaps, cross-sell and expansion signals
Time back
Logging, prep and follow-ups handled
Answers
Where your team already works, with sources
The BMS stays the system of record. Bindry makes the knowledge around it usable, and doesn’t become another system to maintain.
Specialists
Each specialist is a job Bindry does inside the way your team already works: servicing requests, preparing for clients, finding revenue and keeping the record. What follows is the output itself, not a description of it.
Service
Understand
Grow
Govern
11 of 25 shown
1 of 11Service
A change asked for is a change worked to done.
Every one of these runs on the same layer, which is why the list keeps growing. Which ones your brokerage gets built first comes out of your book, not a catalogue: the audit puts your own numbers on it. For the Grow specialists, the cross-sell calculator puts a benchmarked figure on what they find. See all 25 specialists.
Trust
Nothing leaves the brokerage on its own. Every email, BMS entry and certificate is drafted for someone on your team to approve, and logged against them. Bindry runs inside your own environment, and every fact it uses traces back to where it came from.
How we work
We don’t just build the intelligence layer. We operate the AI on top of it. You don’t hire an AI employee, bolt on another tool, or build an internal AI team. Bindry becomes your AI function.
We connect your BMS, email, calls, documents and the knowledge of your team into one intelligence layer, built in your own environment. This is a build-out over months, paced to where your brokerage is today.
With the full picture, we look at the brokerage two ways: where it can grow, and where the team is losing time. Your data shows what’s happening. Your team tells us where the friction is.
We build the specialists around those opportunities and put them inside the work your people already do, then keep managing and improving the system as the brokerage changes.
And it compounds: every call and email makes the record richer, so the next check and the next draft start from more. That’s the difference between having AI and operating AI inside your brokerage.
Brokerage Intelligence Audit
Answer twenty-four questions about how your brokerage runs. You get a report on knowledge risk, visibility gaps, hours lost to repeat questions, and where the biggest opportunities sit. No system access, no integration.
The audit shows where the knowledge is stuck. Bindry puts it to work.
FAQ
No. Your broker management system stays the system of record. Bindry connects to it and works on the knowledge around it.
Your BMS’s AI works on what is in the BMS, and a chat assistant works on what you paste into it. Neither reads your calls, email and documents together, cites where each fact came from, or drafts the next step on a request for someone to approve. Bindry does all three, inside your environment.
In your environment, scoped to your brokerage. Nothing is used to train models, and the model provider retains nothing.
Every answer is logged with its sources and timestamp, and every action is logged against the person who approved it. You can show exactly what the team saw and did, and when.
It depends on where your brokerage is today. It starts with a discovery call, then a build-out over months: connecting your systems, ingesting your knowledge, and bringing specialists live with your team one at a time.
Pricing is per brokerage, not per seat or per specialist. We’ll give you a number on the walkthrough.
No. You’re getting a fractional AI team that builds and runs the layer with you. Specialists show up where your team already works, and the answers come with their sources.
We won’t promise a revenue number, and we won’t claim to know your opportunities before we understand how your brokerage runs. What we promise is to get inside the business, find where AI creates real leverage, and build it.