AI for sales · Insurance: emily for insurance
More time with brokers and policyholders — less time updating systems between meetings.
Covered on 12/03 — suspended from 20/03.
Rebuilt from the policy and its two endorsements.
In the field
Built for agents and brokers
Insurance agents and brokers manage wide books, seasonal renewals and documentation requirements. emily prepares each meeting with policy history, recent claims and renewal dates — and records what was agreed, with human approval before anything goes to the client.
Renewals, quotes and company visits demand precision and speed. emily prepares each meeting with the book and recent claims, records what was agreed in a GDPR-compliant way and proposes the follow-up — so the agent can concentrate on the client.
The challenge
Admin that takes time from the client
- Renewals lost for want of systematic follow-up
- Incomplete CRM notes from meetings with companies and individuals
- Compliance and GDPR — sensitive data handled badly in informal channels
- Books too large to keep track of from memory
Thanks for your time today — as promised, the revised quote is attached below.
The solution
How emily helps
01 / 03
A briefing per client or broker
Active policies, upcoming renewals, claims and the last interaction — before every meeting.
The book under control
Renewal alerts, priorities by expiry date and structured notes give the network and leadership visibility — with no parallel spreadsheets. Fewer renewals lost, more time advising.
A day in the field
A commercial insurance agent visits SMEs across the interior: each meeting opens with current exposure and closes with a quote drafted for review.
A broker prepares a quarter of fleet renewals: emily lists clients by expiry date and prioritises the calls.
Integrations
Connects to Amparo, the insurance ERP for mediadores and corretores — policies, renewals, claims and balances — alongside the network's calendar and CRM.
FAQ
Frequently asked questions.
Yes. emily connects to the ERP and calendar you already use — Cegid PHC and Ahora ERP among them — and shapes briefings, notes and follow-ups around the rhythm of your field.
Yes. By voice or text, emily structures what was said in a meeting or on a visit. Everything is ready for review before it is saved to the ERP or sent to the customer.
No: emily reads the ERP, read-only. What she updates is the CRM — contacts, deals, notes and tasks — from what your team says. Orders confirmed in Cegid PHC land as unsigned drafts for the back office to review.
Cegid PHC, Ahora ERP, Outlook and Google Calendar (SAP and Microsoft Dynamics 365 in development). Custom fields in the ERP are no obstacle — everything stays in step.
Pilot teams report around 75% less admin time after each visit — more time with customers, less time on screens.
Yes. Encryption in transit and at rest, access scoped per organisation, and meeting content is never used to train third-party models.
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Ready to get your team talking to the ERP?
Book a demo with your team, or leave your number and emily calls you now. No credit card for the initial evaluation.
Leave your number and emily phones you within minutes: a real conversation about your sales day.