Insurance
emily for insurance
More time with brokers and policyholders — less time updating systems between meetings.
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.
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
The solution
How emily helps
A briefing per client or broker
Active policies, upcoming renewals, claims and the last interaction — before every meeting.
Compliant record-keeping
Structured notes with approval before quotes or amendments go out — in line with GDPR.
Renewal reminders
Book alerts across calendar and CRM so renewal windows are never missed.
Results in pilot
The team's time goes back into selling
What the first teams using emily report in their opening weeks.
less time updating the ERP after each visit
(estimate)
areas connected — sales, owners, finance and admin
more time spent generating sales
(estimate)
Estimates based on pilot teams; results vary by sector.
In the field
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.
Integrates with the network's CRM and calendar — data handled to GDPR standards.
Why teams roll out emily
A conversation on top of the ERP — shaped around each person's role on the team.
Sales
Arrive at every customer with context and leave with the follow-up done
- A pre-visit briefing with history, open deals and the last interaction
- Notes and follow-ups by voice in the car — no opening the ERP at night
Built for agents and brokers
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.
How it works
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.
Book a demoDemo
See emily in action
Works with the ERP, email and calendar you already use
emily connects to SAP, Microsoft Dynamics 365, Outlook and Google Calendar, and integrates with the ERP you already run — custom fields and objects included — so everything stays in step and the team can concentrate on selling. Connected to the calendar, it knows where you need to be next: proactive, integrated and built for people who live in the field.
The systems you already run
Cegid PHCERP- Ahora ERPERP
SAPERPIn development
Microsoft Dynamics 365ERPIn development
Google CalendarCalendar
OutlookCalendar
Your team, wherever they are
- WhatsApp calls
- WhatsApp messages
- Phone calls
- Browser voice
- Web chat
“emily lets us integrate deeply with our ERP — even with our custom configuration.”
Frequently asked questions
Yes. emily connects to the ERP and calendar you already use — Dynamics 365 among them — and shapes briefings, notes and follow-ups around the rhythm of your field.