ROCI / v0.1
UK INSURANCE INTERMEDIARIES

Your producers are paid to have conversations.
Everything else is admin.

Every client call holds a file note, a demands-and-needs statement, a renewal trigger, a cross-sell signal, and a fair-presentation update. Today, your producers write them by hand — or not at all. Roci listens, captures, and turns every conversation into the artefacts your business runs on.

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~50%
Producer time lost to admin
>6yrs
Regulatory file retention
4
Consumer Duty outcomes to evidence
01
Source of truth — the conversation

A mid-market brokerage's balance sheet is its relationships.
Its P&L is how well those relationships survive the week.

I / MEMORY

The best producer at the firm has forty years of context in their head and three weeks before retirement.

II / RENEWAL

Renewals start cold every April because nobody logged what the client said in November.

III / EVIDENCE

A claim arrives and the file is thinner than anyone remembers the conversation being.

IV / PLACEMENT

The junior broker places with the wrong underwriter because the right one changed desks and nobody updated the CRM.

V / TIME

Half the producer's week is admin they resent; the other half is the work they were hired for.

VI / SIGNAL

Cross-sell is whoever-remembered-to-ask. Retention is whoever-noticed-in-time.

Every conversation becomes the source of truth.
Everything else is generated from it.

/ CAPTURE
Listen across every channel your broker actually uses.
Mobile calls, in-person meetings, desk phone, Teams, email, WhatsApp. Roci sits across the surfaces your producers already work through — not a platform they have to remember to open.
/ STRUCTURE
Extract what matters, with full attribution.
Material circumstances, demands and needs, renewal triggers, vulnerability signals, cross-sell mentions, carrier appetite, underwriter preferences. Every datum is linked to the moment it was said, by whom, to whom.
/ GENERATE
Produce the artefacts automatically.
File notes, D&N statements, submission drafts, cover notes, renewal packs, follow-up emails, CRM updates. Your producer reviews. They don't author.
/ SURFACE
Route the right signal at the right moment.
New subsidiary mentioned in March. Office move in June. Uninsured exposure flagged in September. Renewal in November starts with every signal already on the page.
/ REMEMBER
Build a firm memory that doesn't leave.
When a producer moves on, the book stays. The context stays. Every underwriter relationship, every client preference, every informal arrangement — queryable by anyone with permission.
/ SYSTEM FLOW
Input
Conversation
call · meeting · email
Roci
Capture + structure
attribute · classify · link
Output
Artefacts + signal
auto-generated · review-ready
→ FILE NOTE
→ D&N STATEMENT
→ SUBMISSION DRAFT
→ RENEWAL PACK
→ COVER NOTE
→ CRM UPDATE
→ AUDIT TRAIL
→ APPETITE SIGNAL
No information loss
between the conversation
and the business outcome.

Roci / Design principle 01

Wherever the conversation happens,
Roci is already there.

/ MOBILE
Roci Companion
iOS · Android

On-device recording for calls and in-person meetings. One tap, secure upload, automatic attribution.

/ BROWSER
Roci for Chrome
Chrome · Edge

Works alongside your browser so Teams, Gmail, Outlook Web, and webmail are captured as they happen.

/ DESKTOP
Roci Workbench
macOS · Windows

Review, edit, and approve the artefacts Roci has drafted. Search the full conversation history. Manage the firm's memory.

/ WEB
Roci Control
Principals · compliance

Outcome monitoring, vulnerability cohorts, renewal pipeline, placement intelligence, audit export. The firm's dashboard.

The regulator stopped asking whether the letter was sent.
It started asking whether it produced understanding.

/ ICOBS 5.2
Demands and needs, derived from the conversation.
A personalised, timestamped, audit-ready D&N statement for every sale — generated from the actual client conversation, not a template with a policy name dropped in.
/ INS. ACT 2015
Fair-presentation trail for commercial placements.
Every material circumstance extracted, logged, and linked to the moment it was disclosed. The reasonable-search trail, made automatic. The submission, drafted clear and accessible by default.
/ ICOBS 6.5
Renewal integrity, computed not remembered.
Previous premium, annualised mid-term adjustments, fourth-renewal shopping-around notice, GIPP parity check for home and motor, fresh fair-presentation for commercial. Every renewal, every time.
/ CONSUMER DUTY
Outcome evidence, segmented and ready.
Understanding, support, value, products & services — measured per customer type, with vulnerability cohorts flagged, actions logged, and the annual Board Report written from the data rather than alongside it.

See your own brokerage,
reconstructed from the conversations you've already had.

Roci is in closed beta with a small cohort of UK mid-market brokers. We're selective — we work closely, we ship fast, and we only take on firms we can make meaningfully better within a quarter.

ROCI.INSURE  ·  LONDON  ·  ROCINANTE SOLUTIONS LTD
/ REQUEST EARLY ACCESS

We reply within 48 hours.