Client meetings prepared
For every meeting an overview of what is going on, what was agreed and which documents are still missing.
Done by
Secretary
€ 109/mo · 50 tasks included
For mortgage, pension and insurance advisers
Client meetings, quotes and tax returns prepared. You approve.
You hire a role per month. The agent prepares your client meetings, follows up on quotes and prepares tax returns for review, and shows everything as a test run first. The advice stays with you; without approval, nothing happens.
After the test run, the first month of one role is free. Cancel monthly, per agent.
What you hand over
Three examples of work you set up once. After that, the agent prepares it every time and waits for your approval.
Quotes followed up
Every week the open quotes, with a draft follow-up email per client. The agent never sends anything itself.
Done by
Sales Assistant
€ 179/mo · 60 tasks included
Tax returns and deadlines
Returns prepared for review, with the upcoming deadlines and the documents still needed for them.
Done by
Tax Filing Assistant
€ 199/mo · 20 tasks included
Prices per month, excluding VAT. Cancel monthly, per agent.
How an agent takes it over
1
You set up the work once
A one-off task, or recurring work on a rhythm: every week, every month. After that you no longer have to think about it.
2
The agent prepares it
It runs the task as a test run first and shows what it would do and with which data.
3
You approve
Only after your approval does it happen. Without approval, nothing happens.
With the systems you already use
An agent reads from your own systems through an integration, so it prepares based on your real work. What it wants to do with that, you see first as a proposal.
- Microsoft 365
- Google Workspace
See what it does first, with your own work
In a guided test run we pick one role and one task from your own practice together. You see the proposal and the test run before anything happens.