Multi-insurer quotes, needs collection, advice records, renewals, terminations, claims, commissions. An AI employee runs the back office of your agency, on the insurers' extranets and your own management tool.
Claims, certificates, renewals: your AI employee takes the brokerage's calls.
An example of what it handles in one day, without keeping anyone on the extranets.
32 policies renew within 60 days: notices prepared, increases flagged.
6 quote requests entered on 4 extranets, comparisons ready.
4 advice records written from the needs collection, sent for signature.
3 claims sent to insurers, 2 expert visits chased.
2 after-one-year terminations handled for new clients.
Quotes, signatures, claims and commissions of the day.
It enters the risk on each extranet, compares cover and excesses, and prepares the advice record that justifies the recommendation.
It logs in with your access, exactly like a staff member. No migration, nothing to install, and it also learns the tools specific to your business.
Names are given as examples of platforms it can work on. They are trademarks of their owners.
What your AI employee actually does, on which tools, and the mistakes it avoids. Pick a procedure.
by risk: motor, home, business
and notes what is missing
claims history, registration, inventory
covers, limits, excesses
claims record, activity
Complete needs before the first quote
same details everywhere
for specific risks
covers, exclusions, price
you choose what to offer
risks under review
Complete comparisons in a day
before any sale
why this policy meets the need
with the comparison
in the client file
uncovered need, client's refusal
Advice on record, file by file
with the chosen insurer
with the documents required
without nagging
as soon as issued
terms, renewal date, commission
Policies signed and filed the same day
vehicle, address, activity, sums insured
covers and premium
from the insurer
and the updated certificate
and the commission
Policies always up to date with the client's life
renewal, after one year, sale
under the rule that applies
or files it for the client
not a day without cover
pro rata
Policy changes with no gap in cover
date, circumstances, photos, report
within the policy deadline
appointment, report
and keeps the client informed
for challenge
Claims followed until settled
60 days ahead
and their reason
when the increase justifies it
with your recommendation
needs that changed
Renewals prepared, clients kept
in the extranets
before suspension
direct debit, instalments
until it is settled
in time
No client left uncovered over a forgotten premium
needs, advice, information document
renewed every year
15 hours a year per person
and response times
file ready
A firm ready for an audit, at any time
It matches insurers' statements to the policies in your book, and flags missing commissions.
By line: renewals in the next 60 days, policies to review, risk of leaving.
| Line | Renewals | To review | Increase > 10% | Total | |
|---|---|---|---|---|---|
| Car | 18 | 5 | 3 | 26 | |
| Home | 22 | 4 | 2 | 28 | |
| Business / liability | 9 | 3 | 1 | 13 | |
| Health | 6 | 2 | 2 | 10 | |
| Protection | 4 | 1 | · | 5 | |
| Total | 59 | 15 | 8 | 82 |
Every message goes out in the agency's name, after your approval, by email, SMS or WhatsApp.
Your estimate, with your own numbers. No promise, just the arithmetic.
Files × minutes × 4.3 weeks. You keep the advice and the signature.
The extranets of the insurers you work with, your agency management tool and your e-signature solution.
It prepares the needs collection, compares offers at the same level and writes a reasoned advice record. You approve it before anything goes to the client.
Yes: it checks how long the policy has run, prepares the after-one-year or anniversary termination, and tracks the old insurer's confirmation.
On a server dedicated to your business, in Europe or the US. Never shared with other customers, never used to train models.
A few days. You show it your procedures once; it writes its own operating notes and keeps them.
WhatsApp, Telegram, email or the web app: a photo, a voice note or a simple message is enough.
Start with the free trial, or see it on a real case in a 30-minute demo.
Start free trial See it on a real case