Tendr AI · For brokers & IFAs

AI is reshaping how benefit advisors operate.

Tasks that once took days are now completed in minutes. The firms embracing AI early are moving faster, operating leaner, and delivering a better client experience.

Why automate admin

Three reasons brokers can't stay manual.

Manual admin is becoming a competitive disadvantage. The firms moving fastest are automating repetitive work, responding quicker, and operating far more efficiently.

Admin work kills margin

Teams are still spending hours processing amendments, chasing providers, updating spreadsheets, and handling repetitive admin. The firms protecting margin are removing manual work wherever they can.

Clients expect more

Employers expect faster responses, smoother service, and more visibility than ever before. Slow processes and back-and-forth admin are becoming harder to justify.

Faster firms are pulling ahead

The firms adopting automation early are operating leaner, responding quicker, and scaling without continuously adding headcount.

The Tendr AI stack

The stack that gets you there, and ahead of the competition.

A connected set of AI products that slot into your existing workflow, covering the day-to-day work that decides whether a book grows or stalls.

AI Client Support

An always-on first line, that stays in policy.

An AI assistant that answers everyday client queries across policy, pension and claims, with the same tone and rules your team would apply.

  • AI chat for policy, pension and claims queries
  • Guided claims support, with submission handed back to you
  • Always-on, compliant responses tuned to your guidelines
What it changes

Cuts repetitive queries off your inbox, lifts the client experience, and stays inside your compliance lines by default.

Client chat
Tendr AI · Live
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Broker & IFA Automation

The servicing work, done before you open the file.

Drafted responses, processed amendments and a renewal pack ready for your sign-off, all from inside your existing workflow.

  • AI-assisted responses for escalated client conversations
  • Automated policy amendments via portal and email
  • AI renewal quotes: pick insurers, AI gathers data, contacts them, compiles quotes, and outputs a client-ready proposal
What it changes

Removes manual admin, compresses servicing and renewal cycles, and slots into the systems your team already uses.

Renewal queue
3 in progress
NG
Northgate Ltd
PMI · 47 members
Drafting
HV
Halverson Group
Group risk · 112 members
Drafting
MK
Merrick & Co
Pension · 28 members
Drafting
Commission Tracking · Key differentiator

Find the commission you're already owed.

AI audits every statement against your system data, line by line, and surfaces what's missing, mispriced or unpaid.

  • AI auditing of incoming commission statements
  • Comparison against your internal system data
  • Discrepancies and missed revenue flagged automatically
What it changes

Most brokers are leaking commission they don't know about. This pillar identifies it, evidences it, and helps you recover it, without anyone hunting through PDFs.

Commission statement · Mar
Auditing 28 lines
Northgate Ltd NG-4821
£1,240.00Match
Halverson Group HG-2014
£3,850.00Match
Merrick & Co MC-9930
£612.50Underpaid
Beaufort Wealth BW-1188
£2,100.00Match
Data Accuracy & Reconciliation

Records that match, across every system.

AI reconciles enrolments and member data between insurer portals and your records, so what you see is what's actually live.

  • AI reconciliation of policy enrolments
  • Member data pulled directly from insurer portals
  • Compared against internal records, with inconsistencies flagged
What it changes

Reduces the kind of errors that cost a renewal, keeps your systems aligned, and gives reporting and compliance something solid to stand on.

Reconciling members
Portal ↔ System
Insurer portal
James Marsh
Sarah Marsh
Ellie Marsh
Internal system
James Marsh
Sarah Marsh
Ellie Marsh
Trust & control

AI that holds up to your standards.

Built for regulated teams that need visibility, approvals, and control over every action AI takes.

Compliant by design

Every workflow, response, and action follows the rules and controls your business sets.

Human-in-the-loop

Sensitive tasks can be routed to your team for approval before anything is sent or processed.

Full audit trail

Every action, edit, and decision is logged automatically, with searchable records when you need them.

You stay in control

Review, approve, or block actions at any stage. Nothing goes out without the level of oversight you choose.

How it works

Designed to fit how your team already works.

Start with one workflow. Expand gradually. Tendr AI plugs into the systems your team already uses, with full control over what gets automated and approved.

Step 01

Connect your systems.

CRM, insurers, payroll, provider portals. Tendr AI works where your operations already happen.

Step 02

Automate repetitive work.

Process amendments, build renewals, answer queries, audit statements, and reconcile records automatically.

Step 03

Review and approve.

Anything requiring oversight is routed back to your team. Review, edit, or approve in one place.

Step 04

Move faster with less admin.

Clients get quicker responses, renewals go out cleaner, and missed revenue stops slipping through the cracks.

Trusted by
AC Wealth
Partners&
Healthy Horizons
Parallel Employee Benefits
Incorporate
Santé Group
Get started

The same firm. Running better.

Tendr AI helps your team spend less time on admin and more time on the work that actually matters. Book a demo to see it on your own statements.