Back-office automation
Inbox, commissions, deadlines and forms without manual work.
Automation of internal administrative processes: email triage, commission control, calendar and renewal management.
Functions in this group
AI inbox & offer drafts
Every email categorised, with a ready-made draft.
Intent classification automatically tags and assigns incoming emails. Alongside, an AI draft appears together with a calculated coverage comparison, which you can adjust and send with a single click.
Commission & provision reconciliation
Underpayments stand out immediately.
A parsing module reads the commission statements from the companies and reconciles them against your target rates. In the event of discrepancies, the system generates a reasoned letter of complaint.
Renewals reminder & prioritisation
No deadline is ever forgotten again.
A rule-based engine combined with risk analysis ranks open renewals by priority and creates calendar entries with escalation. A notification centre warns of critical deadlines.
Company forms filled automatically
Every form, every company, pre-filled.
A classifier identifies the form type, the AI maps your CRM data into the fields and a validation layer checks for completeness. You review, send and archive.
Onboarding & KYC assistant
New clients recorded in minutes instead of hours.
A wizard captures the client data, checks it against sanctions and PEP lists and rates the risk by industry and size. The result is a complete file with an initial advisory proposal.
Be there from launch
Sign up for the waitlist. You'll be among the first to access the beta, see the roadmap and help shape the functions.