A brokerage lives on its book. We automate the follow-up so no client leaves through an oversight.
Book a diagnosisPolicies expiring before terms are reviewed or the client is told.
Every call to ask how a claim is going interrupts the work.
Policies, receipts and notices spread across emails and folders.
60 days before expiry
Alert to the client and a review task for the team
The insurer updates the claim
The client gets the update without calling
A premium bounces
Reminder to the client and internal alert
A policy or notice arrives
Filed in the client’s record
Typical scenario
150 policies to renew every month, reviewed one by one. Claims followed by email and phone.
Each renewal triggers an alert with 60 days’ notice. Clients get claim updates without calling.
It leaves out the policies kept by reviewing them in time.
Rough estimate. Not a real client.
To those with a portal, an API or email notices, yes. We check insurer by insurer in the diagnosis.
Only more timely messages. Nothing to install, no account to create.
It stays on our server, in Andorra or the EU, under a processor agreement.
We talk about how you work today and tell you which tasks are worth automating and which are not.
Book a diagnosis