BrokerMindLess admin. More time for your clients.
BrokerMind reads along with the client file, answers your mails and processes your client conversations. And whatever you want to know, just ask: which policies a client has, whether there are open claims, what was discussed last week. On your Brokercloud files, without retyping anything. And you try it first for two weeks free, on your own files.
Already in use at 10 Brokercloud offices · No setup cost · 14 days free in your own office after the demo
Example with fictional data
Three things that work differently from week one.
Your mail is already read.
Summary, policy, history and a reply in your writing style are ready before you even open the mail. You choose, adjust and send.
By five o'clock the report is in the file.
The client conversation is transcribed, with a needs analysis and action points as tasks in Brokercloud. No more evenings writing reports.
One question, the whole file.
Policies, claims, mails and conversations for a client in a single answer. Then the task or follow-up mail is ready in one click.
What's left for you: check, approve, send. You have the conversation with the client.
Three features. One BrokerMind.
BrokerMind Core is the foundation: Mail answers your mail with the file attached, Chat answers your questions and prepares the follow-up. Meet is added for offices that also want their client conversations processed.
Your mail answered before you open it. Summary with the file attached, two to three replies in your style, tasks straight into Brokercloud.
How Mail works →Meet
Add-on · todayFrom client conversation to report in the file. Recorded and transcribed, with a needs analysis and action points. You approve it.
How Meet works →Chat
BetaAsk your file. Policies, claims, mails and conversations for a client in a single answer. Then a follow-up mail, a task or the document you need.
How Chat works →From client question to follow-up. Simply through chat.
In fifteen seconds: BrokerMind looks up the file, creates tasks, stores documents and gives you direct links to Brokercloud.
Every step knows the previous one.
A standalone AI tool starts from scratch with every question. BrokerMind works within your file: what was in the mail, what was said in the conversation and what's in Brokercloud is already there in the next step. That's why it feels like one continuous flow.
Mail arrives
Summarised, with the policy and history attached. The reply is ready.
Conversation held
Recorded and transcribed, with a needs analysis.
Report ready
Action points and tasks, for approval, in the file.
Question asked
“What's still outstanding for Mrs Peeters?” The answer comes from the file, mail and conversation.
Follow-up ready
The follow-up mail is ready, the task for the renewal date is in Brokercloud. You check it and send it.
The same working day, four times, from a different angle.
Every situation starts differently: on the phone, in your inbox, at the table with the client or just before an appointment. The outcome is always the same: it's in Brokercloud, and all you did was check and approve.
First two weeks on your own files. Then decide.
After the demo we switch on BrokerMind in your own office: Mail and Chat (beta) for your team, free for two weeks. On day 12 you get your own figures. If you continue, everything simply stays as it is. If you stop, we switch it off.
The conversation
A 30-minute demo on a real file. We schedule the kickoff straight away.
Kickoff
Account set up, linked to Microsoft 365 via the wizard. Your team is working with it the same day.
Check-in
Is it running smoothly, are there questions, are the right people using it?
Your figures
Mails summarised, replies drafted, tasks in Brokercloud. Together with the early-adopter offer.
You decide
Continue: everything stays as it is. Stop: account switched off, your context is kept for 30 days.
Your client data stays where it belongs.
See it in 30 minutes on a real file. Then try it for 14 days in your own office.
We show how a mail, a conversation and the follow-up flow into each other: a broker's working day, no generic AI presentation. Afterwards we switch on BrokerMind free for two weeks for your team.