ThreebodyTech
Kenning

The adviser's CRM that does its own paperwork.

Kenning keeps every household, policy and document in one place, and gives the routine work to an AI agent: recording the fact find, preparing quotes and forms, drafting emails, chasing arrears. You review what matters and spend your time with clients.

Book a walkthrough See how a case runs

Illustration with fictional data, not a screenshot.

What is in it

Four jobs every advice firm has, in one system.

CRM

Built around households and cases, not generic "deals".

  • Households, contacts, policies and cover in one record
  • A checklist for every case, set to match your own process
  • Client documents and insurer policy wordings, filed and searchable
  • Client emails beside the record, through your own Gmail
  • Web app, iPhone app, and an instant-search app for Mac

E-signature

No separate signing subscription, no downloading and re-uploading.

  • The agent assembles the signing pack from the case
  • Clients sign on a secure page, on a phone or a computer
  • Signed copies and the signature certificate are filed to the household
  • Signed forms are sent on to the insurer from the same case

Arrears reminders

Know about a missed premium within minutes, not at the next portal check.

  • Watches your mailbox for insurers' overdue-premium notices
  • Matches the policy number to the household and checks the policy is in force
  • Drafts the message to your client and puts it on your home screen to approve

Works for insurers that email one notice per policy: today that is Partners Life and Chubb. Other insurers' arrears still need a portal check.

Claims and service

The work after the sale, tracked with the same care as the sale.

  • Medical claims, benefit claims and prior approvals as tracked cases
  • Policy alterations, suspensions and cancellations
  • The agent fills insurer forms from the data you already hold
  • Every step has an owner and a status, so nothing waits unnoticed
How a case runs

The agent does the steps. You make the decisions.

This is a typical new business case. Each firm's steps are configured to its own process, and each firm chooses which steps need the adviser's sign-off.

Done by the agent Done by a person

  1. The client fills in the fact find

    They open a link and complete the form on their own device, with no account to create. Submitting it can open the case automatically.

  2. The agent records the brief and the fact find

    Family details, health and existing cover go into the household record, so nobody retypes them later.

  3. Research and quotes

    Premium comparison and needs analysis are produced inside the CRM, and the agent prepares quotes in the insurer's own tools where it can.

  4. You give the advice

    The recommendation is yours. Kenning prepares the documents that support it.

  5. The agent prepares the signing pack and the emails

    Forms are filled from the case and signature fields are placed. Emails to the client are drafted for your review.

  6. You review, the client signs

    Approve the draft and the client receives a signing link. You see the moment they finish.

  7. The agent files, submits and follows up

    Signed documents are organised into the household, forms go to the insurer, and the agent checks for the issued policy and archives the policy documents.

Where it runs

Your own system, not a shared platform.

Every firm gets its own deployment under its own web address and brand. The agent runs on a Mac in your office and connects outward, so nothing in your office is exposed to the internet.

What is covered

The honest list.

What runs today, and where a person is still needed. We keep this list current.

Case workflows
New business, policy alteration, suspension, cancellation, medical claim, benefit claim and prior approval. Steps are configured per firm.
In daily use
E-signature
Signing packs, client signing page, certificate and filing.
In daily use
Client fact find
Online form by private link; starts a case on submission.
In daily use
Research
Premium comparison and needs analysis using Quotemonster data. Your firm needs its own Quotemonster access.
In daily use
Insurer portal work
Quotes, application pre-fill, service requests and claim forms for selected insurers. Coverage differs by insurer and grows with each firm we set up.
Varies by insurer
Arrears reminders
Partners Life and Chubb overdue notices. Insurers that do not email a notice per policy still need a portal check.
Two insurers
Mail
Gmail and Google Workspace mailboxes.
In daily use
Apps
Web app in any modern browser. Mac search app with automatic updates. iPhone app in testing with our first firm.
iPhone in testing
Getting started

We do the setup. You run one real case.

Tell us how you work

A short questionnaire: your firm's details and disclosure documents, the insurers you use, and how a case moves through your office.

We build your deployment

Server, web address, branding, mailbox connection, your insurers' policy wordings, and the agent on a Mac in your office.

Trial with a real case

You run your next new client through Kenning with us beside you, and we adjust the steps until they fit.

See it with your own process.

Tell us which insurers you work with and how a new case moves through your firm today. We will show you what Kenning would take over, and what it would leave with you.

Book a walkthrough