Live in productionCounted from the running product, as of 30 Sept 2026.
32,031Actions by AoibheDocuments read, clients matched, rules checked, replies drafted.
1,841ConversationsAcross email, WhatsApp and web.
7,172Messages readInbound messages parsed onto a client file.
What changes for your brokerage
Fewer missed deadlines, and a record you can stand behind.
Three parts of a broker’s week, shown with one fictional client. Your brokers still make the calls. Aoibhe does the reading and the chasing around them.
New business and changes land on the right client, without anyone retyping them.
Smart importerMapped by Aoibhe
policy export.csv · row 214CLNAME → Kinsella Haulage
POLREF → MF-20431
RNWDT → 14 Oct 2026
creates
Client record1 client
Kinsella HaulageMotor fleet · MF-20431Renews 14 OctVehicles3 + trailer (new)Contacts2 · matched by domain
matched to
Your formYour brand
Add a vehicle to your policyCompany
Kinsella Haulage
Vehicle
Nobody retypes it. It lands on the record.Curtainsider trailer▍
Renewal notices are ready before they’re due, and a client who goes quiet gets noticed.
RenewalsNotice sent
Kinsella Haulage · fleet renewalNOTICE 22 SEPRENEWS 14 OCT
Counted back from the statutory window, drafted, approved by a broker.no reply
Radar · swept 06:00
5d
Kinsella HaulageNo reply to the renewal notice
ChaseSnoozeOpen thread
It surfaces. It never contacts the client itself.before the call
Book signalsSpotted by Aoibhe
Kinsella Haulage has no employer’s liability with youFleet cover, 9 drivers on file, no EL policy in the book.Raise at the renewal callWhen anyone asks what happened on a client, the answer is on the file.
Copilot
What’s open on Kinsella Haulage?
AoibheFleet renewal on 14 Oct. Notice went out 22 Sep, no reply yet [1]Trailer added from today’s cert, covered from renewal [2]No employer’s liability on the book [3]
[1] opens
DocumentsSent
Renewal notice
Generated from your template · 22 Sepfiled in
Case fileNeeds you
Kinsella Haulage · fleet renewal 202622 Sep · Renewal notice sent27 Sep · Radar: no reply, chasedToday 09:12 · cert.jpg read, trailer addedToday 09:12 · Reply drafted, waiting on you
Accountable by design
We arm the broker. We don’t replace them.
Aoibhe prepares and routes work. A broker reviews consequential decisions and controls whether any automated reply can be sent.
How we handle data and security →Autonomous replyingOff until a brokerage turns it on, channel by channel.
OffOne way out, and it fails closedWhen a check can’t be satisfied, nothing is sent. You get a task instead.
Always onYou type, she stopsThe moment a broker replies, Aoibhe steps out of that conversation.
Always onSome things always go to a personInjury, complaints, distress and anything with legal weight.
Always onHow it works
What Aoibhe did between that WhatsApp and your reply.
The same fictional Kinsella Haulage message, step by step. Your team sees the result: the client, the facts and a draft, ready for a decision.