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Polaris Brokerage

The AI-Powered Workspace for Insurance Brokers

Polaris is a central workspace that brings every aspect of insurance brokerage into one system — client records, policies, quotes, endorsements, renewals, claims, payments, documents, partner management, and AI-assisted intelligence. Designed for owners, managers, brokers, finance teams, and claims professionals, each with role-appropriate access.

  • 360° Policy lifecycle
  • AI Risk and fraud signals
  • 100% Business-scoped data

Capabilities

  • Full policy lifecycle — from lead and quote through issuance, endorsement, renewal, and expiry
  • AI Intelligence Assistant — query policies, clients, claims, and payments in plain language with chart and table output
  • AI risk assessment — automated risk scoring with supporting evidence, claim history analysis, and underwriting recommendations
  • AI fraud detection — suspicious claim pattern analysis with confidence scores and recommended investigation checks
  • Document intelligence — upload client IDs, vehicle registrations, or policy documents and auto-extract fields
  • Sub-broker management with commission tracking, performance metrics, and business volume analysis
  • WhatsApp AI — AI-assisted conversations for common insurance enquiries with configurable assistant instructions
  • Claims and incident management — link claims to clients, policies, and insured assets with settlement tracking
  • Insurance company partner management — products, bundles, pricing, commissions, and license validity
  • Detailed reporting — policy status, receivables, commission performance, and financial activity
  • Multi-tenant platform with business-scoped data isolation, IP management, and full audit logging

How Polaris Brokerage works

Polaris enables brokerage firms to scale without increasing overhead. AI features handle the work that previously required manual review — risk analysis, fraud signals, document reading — while the platform enforces strict data boundaries, role permissions, and professional compliance. AI output is always presented for human review before any financial or underwriting decision is finalized.

Polaris Brokerage FAQ

What is Polaris Brokerage?

Polaris Brokerage is Lebnova's workspace for insurance brokers and brokerage firms. It brings clients and prospects, quotes, policies, insured items, endorsements, renewals, claims, invoices, payments, documents, insurer partners and sub-brokers into one system, with AI assistance built in. Owners, managers, brokers, finance teams and claims staff each work in the same platform with role-appropriate access. Polaris replaces the spreadsheets, shared folders and email chains that brokerages typically rely on, so every policy, payment and claim can be traced back to its client and documents.

Which parts of the brokerage workflow does Polaris manage?

Polaris follows the full policy lifecycle. Leads are captured and converted into individual or business clients. Quotes are built from insurer products and bundles, with prices and commissions compared side by side, then accepted and turned into policies linked to their clients and insured items, such as vehicles. Endorsements record mid-term changes, renewals are tracked as policies approach expiry, and claims and incidents are linked to the correct client, policy and asset. Invoices, incoming and outgoing payments, receipts, statements and expenses keep the financial side in the same place.

How does AI help insurance brokers in Polaris?

Polaris includes an AI Intelligence Assistant that answers business questions in everyday language, such as which policies expire in the next 30 days, which clients have unpaid motor policies, or how insurers compare by volume and commission. Results appear as summaries, tables or charts, and conversations can be saved. AI risk assessment produces a score, the key risk factors and supporting evidence. Fraud indicators highlight suspicious claim patterns, commission analysis compares insurers and bundles, and document intelligence extracts fields from uploaded files to reduce manual typing.

Can Polaris extract data from IDs, registrations and policy documents?

Yes. Users can upload supported documents and Polaris extracts the text and relevant fields automatically. Identity documents populate client records, vehicle registrations populate insured items, invoices and receipts support claims, and policy documents fill in policy details. Extracted values are shown with confidence indicators so the user can review and correct them before saving. This removes most of the repetitive typing involved in onboarding a client or registering a policy, while keeping a person responsible for the final record. Accuracy depends on document quality and the configured processing provider.

Does the AI make underwriting or claims decisions?

No. Every AI output in Polaris is decision support, not a decision. Risk scores, fraud indicators, commission insights and extracted document fields are presented for review by an authorized user before any financial, underwriting, legal or customer-facing decision is finalized. A flagged claim is a prompt for investigation, not proof of fraud. The assistant only works with Polaris records the user is permitted to see, and it is instructed to state when information is unavailable rather than guess. The records in Polaris remain the official source of truth.

Can Polaris track sub-brokers, insurers and commissions?

Yes. Polaris maintains a profile for every sub-broker, with the policies and business volume they bring in, their commission arrangements and their performance over time. Insurance company partners are managed with their products, bundles, pricing, commission terms and license validity, so expiring licenses do not go unnoticed. Reports and AI commission analysis compare business placed with each insurer, revealing high-volume products with low broker returns and the partners that deserve more attention.

Does Polaris handle renewals and client communication?

Yes. Polaris monitors policies approaching expiry, prepares renewals, sends reminders and records renewal outcomes, so retention work does not depend on memory or spreadsheets. Each client profile shows their policies, quotes, invoices, payments, claims and history in one place, which makes follow-up calls faster and better informed. When configured, Polaris also supports AI-assisted WhatsApp conversations for common insurance enquiries. Administrators control the connection, the assistant's instructions and its settings, and analytics show conversation activity.

How is client data protected in Polaris?

Polaris is a multi-tenant platform in which each brokerage's data is isolated from every other business. Users only see the pages and actions their role permits, and activity logs record changes for accountability. Platform administrators can review global logs and block suspicious IP addresses. AI requests are restricted to the signed-in user's business and permissions, the assistant receives relevant records rather than unrestricted database access, and AI provider credentials are hidden once saved.

How can I see a demo of Polaris?

Request a private demo at sales@lebnova.com. Share the lines of business you handle, such as motor, health or property, along with your number of brokers and sub-brokers and the insurers you work with. Lebnova's team will walk you through a complete policy lifecycle in Polaris, from lead and quote to policy, renewal and claim, including the AI assistant and document extraction. Demos are available in English, French, Arabic, Italian and Spanish.

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Headquartered in Beirut, Lebanon. Serving Lebanon, United States, Canada, France, Germany, Italy, Spain, United Kingdom, Saudi Arabia, United Arab Emirates, Kuwait, Qatar, Bahrain, Oman, Egypt, Jordan. Demos in English, French, Arabic, Italian, Spanish: sales@lebnova.com.