Amparo integration · insurance ERP: Your brokerage's book, one question away.
Amparo is the insurance ERP for mediadores and corretores. Connected to emily, your team asks about renewals, claims, balances and commissions on a call, on WhatsApp or in chat — and she answers from Amparo's own records.
Available
Covered on 12/03 — suspended from 20/03.
Rebuilt from the policy and its two endorsements.
What you can ask
"What needs my attention today?"
emily reads Amparo the way a colleague with the book open would — and brings back what matters, not a report to dig through.
- What needs attention: renewals due, stalled proposals, lapsing documents, claims without movement
- Open balances by insurer, client and agent, with ageing
- Whether a policy was covering on a given date
- Policies paid below the agreed commission, and what it costs a year
- Any policy, client, receipt or claim, by search
Monday, 08:40 — before the first visit
- Rep08:40
What needs my attention today?
- toolget_attention·amparo·1.4s
- emily08:40
Two renewals due this week, one claim with no movement in 21 days, and three policies paid below the agreed commission — €1,840 a year between them. Shall I open a task for the claim?
Careful by design
The questions a disputed claim turns on, answered properly.
Cover, checked on the date
emily asks Amparo to rebuild the policy as it stood that day from its endorsements — so a suspension or cancellation since then is accounted for.
Personal data only when allowed
Client names and tax numbers stay hidden unless your connection is authorised to see them.
Only what's owed to you
Balances count money owed to the brokerage, never mixed with what you owe — so nobody under-reads the position.
Two writes, both confirmed
A task in the work queue or a note on a claim — after your yes. The claim history is append-only: nothing is overwritten.
Connection
Connected once, for the whole brokerage.
- 01
An admin connects Amparo
In Settings → Integrations, or by asking emily: Amparo's address and key, tested before it's saved.
- 02
emily learns what Amparo offers
She discovers Amparo's tools as it connects — no emily update, nothing to install in Amparo.
- 03
Decide who sees personal data
Amparo decides what the connection may see; client details stay hidden unless it's allowed.
- 04
The team starts asking
On a call, on WhatsApp or in the browser — the same answer from the car as at the desk.
Amparo is connected the way any app can be
Amparo reaches emily over MCP, the open standard for giving AI assistants tools. Any other app your organisation runs with an MCP server connects the same way.
FAQ
Frequently asked questions.
An insurance ERP for mediadores and corretores — policies, receipts, claims, commissions and balances — from the team behind emily.
Only two things, both after you confirm: creating a task in the work queue, and adding a note to a claim. The claim history is append-only. Everything else is read.
Only connections authorised for personal data. Otherwise, emily works with the policy and claim without the client's name or tax number.
Yes. Connected apps work on every channel: WhatsApp calls and messages, phone calls, browser voice and chat.
You might also like.
- Your own apps (MCP)Any app with an MCP server, or your own CRM database — asked by voice, like the rest.
- InsuranceAgents and brokers focus on clients and renewals. emily handles the record-keeping and keeps policy follow-up on schedule.
- Pre-visit briefingsBalance, recent purchases, overdue items and the latest notes — one answer, two minutes before you walk in.
- Reliable numbersEvery figure comes from a real query. When she doesn't know, emily says so.
- WhatsAppCalls, voice notes, messages and photos — on the channel your team already uses.
- Phone callsemily's own number, from any phone — your ERP's figures, out loud.
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.