You review each client once a year. We watch their business every day in between.
Built for UK independent commercial insurance brokers — owner-led and regional firms looking after a commercial client book. The vertical settings tune what counts as a signal, how each signal is scored, and how Claude drafts your re-engagement messages — so the daily digest reads like it was written for your industry, because it was.
What changes when you set this vertical
For commercial insurance brokers monitoring their client book. Flags the moments a client's risk profile changes — financed assets, new premises, headcount growth, contract wins, ownership changes — so you can prompt a mid-term review, capture the adjustment, and evidence Consumer Duty. Verticals tune three layers in Thawly: signal scoring, news-monitoring keywords, and the message-drafting prompt. The end result is a digest that reads like it was built for commercial insurance brokers, not retrofitted.
Signals that actually matter
- New registered charges at Companies House — usually a newly financed asset (plant, vehicles or premises) that didn't exist at the last review, and that the lender will expect to see covered.
- New premises and property transactions — buildings, contents and business-interruption sums change the day the keys change hands.
- Contract wins in public-contract data — contractual insurance requirements, and turnover moving past the figure declared at renewal.
- Headcount growth — employers' liability exposure scales directly with staff.
- Ownership and control changes — directors' & officers' considerations, plus change-of-control clauses in existing policies.
- Distress notices in The Gazette — handled discreetly; a quiet check-in, never alarm.
Picture a groundworks contractor on your book. Seven months after renewal, a new charge appears on their Companies House record — typically asset finance on plant or vehicles that weren't on the schedule you discussed. The digest shows the filing, the date and the source link, and drafts the check-in note for your account exec: what changed, and which cover lines it may affect. Whether anything needs adjusting is your call — you stay the adviser of record.
How the vertical biases the message
The Claude drafting layer takes a vertical-specific instruction so messages match the tone and stakes of your industry. For commercial insurance brokers, that means: respect the context, lead with the change rather than the pitch, and never sound opportunistic about something genuinely difficult on the buyer's side.
You can read the actual prompt context for this vertical in the settings page once you're signed in. We don't hide what the AI is being told to do.
Pricing
All plans support all 19 verticals. Same features on every plan — only the company-monitoring cap changes. From £49/mo for 100 companies. 14-day free trial, no card required.
Frequently asked
Is Thawly giving insurance advice?+
No — and the line matters. Thawly surfaces facts: a new charge registered, new premises, a contract win, headcount growth. It never says a client is underinsured or that they should buy more cover — that judgment is yours as the adviser of record. We tell you what changed, with the date and the public source; what to do about it is your call.
How does this help with underinsurance and E&O exposure?+
A client whose business quietly outgrows its cover between renewals is one of the most common sources of professional-indemnity claims against brokers. The gap is structural: you review each client once a year, and the building gets bought, the staff get hired and the contract gets won in the twelve months in between. Thawly flags the change in the week it becomes public, so you can prompt a mid-term review while it's still a conversation rather than a claim — and the documented review is your record that you spotted it and asked.
Where do the signals come from?+
UK public data. Companies House filings (charges, control and officer changes, statutory events), public contract awards, Land Registry property transactions and Gazette notices, plus monitored UK business news. Every signal in the digest carries its date and a link to the public source, so your account exec can verify it in one click.
Is this another per-seat company-data dashboard?+
No. The data tools embedded in the big broking platforms are company-data and compliance dashboards priced per user, built for the consolidators. Thawly is a daily email for the long tail: what changed on your book, which cover lines it may touch, and a drafted client note your account exec can send — from £49/mo for the whole firm, not per seat. As a side effect, the digest history also helps evidence ongoing client monitoring across your SME book.
Related reading
- Getting started for insurance brokers
Set up client-book monitoring for your firm, step by step.
- How UK statutory signals work
Where charge registrations and control changes surface.
- Companies winning contracts
Contract wins carry contractual insurance requirements.
- Companies hiring signal
Headcount growth moves employers' liability exposure.
- What is a B2B buying signal?
The pillar guide.
Built for commercial insurance brokers.
14-day free trial of Starter (100 companies). Pick your vertical during setup.
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