Product

Mail, Meet and Chat. One BrokerMind.

BrokerMind Core is the foundation: Mail answers your mail with the file at hand, Chat answers your questions and prepares the follow-up. Meet is added for offices that also want their client conversations processed. All in Brokercloud, per user per month.

DashboardMailMeetChatExample questionsHow it works togetherRoadmapAdministration
Where your day begins

Your actions, mails and conversations on one screen.

The summary of your mailbox at the top, today's meetings with a briefing at one click, and the actions coming from conversations and files.

BrokerMindDashboard · today
The BrokerMind dashboard with open actions, mail summary and today's conversations

Real screen from the current BrokerMind environment

Core · today

Mail Your mail answered before you open it.

A client mail comes in. BrokerMind reads it, pulls in the policy, history and attachments, and prepares two or three replies in your writing style. You choose, adjust and send from your own mailbox. Tasks and follow-up are placed straight into the file in Brokercloud.

  • Mail and attachments summarised, with sender, language and what's needed
  • Draft replies with file context, in your own writing style
  • Suggestions for the next step: task, product, template, tone
  • Tasks and information placed directly in the file in Brokercloud
  • Calendar proposals without overlapping appointments
The win

Less searching, less retyping, less registering afterwards. A client gets a complete answer sooner.

What you still do Choose, review, send.
BrokerMind MailDraft reply · file
Draft reply with file context in BrokerMind Mail

Real screen from the current environment

BrokerMind MeetReport · tasks · transcript
Meet with summary, tasks and transcript side by side

Real screen from the current environment

Addition to Core · today

Meet From client conversation to report in the file.

In person or online, Meet records the conversation and transcribes it. The report follows the needs analysis as a fixed structure, with templates per conversation type. You approve it, and the report is attached to the file with the action points as tasks.

  • Recording of in-person and online client conversations, via Leexi
  • Report with file context, for approval
  • Needs analysis as a fixed starting point, templates per conversation type
  • Action points as tasks in Brokercloud
  • Briefing and notes also for meetings without a linked client
  • Straight from the report to a follow-up mail or task, via Chat
The win

The file is complete while the conversation is still fresh. No evening work on reports, no forgotten action points.

Leexi Leexi licence included. You can also link your own Leexi account.
Beta

Chat Ask your file.

Chat is in beta. You can use it in your own office today, and we keep improving it every week. Features and usage limits may still change during this period.

Chat knows your clients, policies and claims in Brokercloud, the mails in your mailbox and the conversations in Meet. Whatever you want to know, you ask in plain language. After every answer, buttons for the next step are ready: a task, a follow-up mail, a document.

Looking up

Clients, policies and claims in Brokercloud. Mails in your mailbox. Conversations in Meet.

Summarising

A conversation from last week, a file, a client's unread mails. The action points from a conversation.

Following up

A task for a policy's due date. A follow-up mail as a draft, in your tone. You review and send.

Creating documents

A recap for a conversation as a pdf. A list or report as Excel. Your own quote or presentation in Word or PowerPoint, if you need one.

The win

What you used to gather from three screens, you now ask in one sentence.

Grows with you Chat is in beta and gets better every week. Improvements land in Core.
BrokerMind ChatFile · Mr De Smet
Which policies does Mr De Smet have, and are there any claims?
3 policies: motor liability (Peugeot 308, expires 01/03), home insurance, family liability. One claim: claim file 2025-118 is awaiting the expert's report.
Do I still have unread mails from him?
Two: from 08/09 about the expertise, and from 11/09 with a question about legal protection.
Draft a follow-up mailCreate a taskSummarise his last conversation
Ask BrokerMind something…

Example: client, policies, claims and mails in one conversation

BrokerMind ChatNew conversation
What can you do for me?
I mainly help with broker work and its follow-up: looking up clients and policies, checking claims, creating tasks, finding mails and suggesting follow-up mails, summarising conversations and pulling out action points, and creating documents when you need them.
Ask BrokerMind something…

Example: the answer to “what can you do for me?”

“Which policies does client X have?”“Are there any claims on this policy?”“Do I still have unread mails from this client?”“Summarise my conversation from last week.”“Draft a follow-up mail for this client.”“Create a task for the due date of this policy.”“Prepare my 10am conversation.”“Put this week's open tasks in an Excel file.”
How it works together

Every step knows the previous one.

A standalone AI tool starts from zero 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.

1

Mail arrives

Summarised, with the policy and history at hand. The answer is ready.

Mail · today
2

Conversation held

Recorded and transcribed, with needs analysis.

Meet · today
3

Report ready

Action points and tasks, for approval, in the file.

Meet · today
4

Question asked

“What's still open for Mrs Peeters?” The answer comes from the file, mail and conversation.

Chat · beta
5

Follow-up ready

The follow-up mail is ready, the task for the due date is in Brokercloud. You review and send.

Chat · beta

What's left for you: reviewing, approving, sending. You still have the conversation itself.

See the four cases

Expanded step by step

Usable today. Deliberately built further.

We only release new features once they form a complete, usable workflow. That way, as an office you always know what you can use today and what's still to come.

Available now1

Mail

Processing incoming mails, using file context and drafting reply proposals in Brokercloud.

Available now2

Meet

Recording client conversations, transcribing them and turning them into a report with file context.

Now in beta3

Chat

Asking questions about the file, mailbox and conversations; having follow-up mails, tasks and documents prepared. With buttons that suggest the next step.

After that4

Sending and calendar

Sending mails directly from BrokerMind, with your signature, and booking an appointment from Chat.

Later5

The memory

Chat remembers what happened in mail, conversation and file, and brings it back when you need it.

We announce new features as soon as they're available, including whether they're part of Core or an add-on. Improvements within your package are included.

Administration for your office

Set up with a wizard, managed at app.brokermind.be.

Onboarding wizardSet up the office and each employee step by step. No implementation project.
Users and mailboxesInvite with suggestions from Microsoft 365, admin and user roles, shared mailboxes.
Writing style and templatesTone of voice per user, templates and products per office.
Audit log and agreementAudit log per office, data processing agreement and data export in the app.

See Mail, Meet and Chat on a real file.

Thirty minutes, tailored to your office. Then 14 days free with your own team.

Book a demoSee the pricing