Automation
Complete KYC files
IDs, proof documents and source of funds requested, checked and filed per client.
€9 per monthWeekdays at 9 am
Insurance: agents ready to work for you.
Claims tracked, documents chased and renewals prepared for agents and brokers. 11 matching templates, ready after one or two questions.
Your industry:
11 templates for insurance
- Automation
Claims tracking
Every claim logged, documents requested and the policyholder kept informed at every step.
€9 per monthWeekdays at 8 am
- Automation
Market watch
Every morning before the open: indices, rates, currencies and the news that matters to your clients.
€19 per monthWeekdays at 7:15 am
- Automation
Portfolio summary
Every quarter, a clear summary per client: performance, allocation, points to discuss.
€3 per monthOn the 5th of the first month of each quarter
- Automation
Insurance renewals
Two months before each renewal, the policyholder contacted with a review of their coverage.
€3 per monthOn the 1st of every month at 9 am
- Agent chain
KYC collection, checks and review
Three linked agents: request documents, check them, prepare the review of complete files.
€41 per month3 linked agents
- Automation
Coverage comparison
Several insurer proposals compared line by line in an easy-to-read table.
€9 per monthFor every tender
- Automation
Missing document reminders
Documents you're waiting for from clients, followed up politely until they arrive.
€9 per monthWeekdays at 10 am
- Automation
Insurance certificates sent
Certificate requests handled in minutes: document generated, sent, archived.
€9 per monthTwice a day on weekdays
- Automation
Annual wealth review
A month before each anniversary date, the client's review file ready and a meeting suggested.
€3 per monthEvery Monday at 9 am
- Automation
Bodywork quotes from photos
The customer sends photos; you get a preliminary estimate and the questions to ask them.
€9 per monthOn every request with photos
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