Features
A complete cockpit for your claim cases
From quote intake to closure, every step is tooled, tracked and secured.
End-to-end case tracking
Every case follows a clear lifecycle, with a full history of statuses and actions.
- Table, card or kanban view depending on your preference
- Filters, search and export for your cases
- Timestamped history of every status change
Quote intake via WhatsApp
Clients submit their quote through a WhatsApp number dedicated to your agency.
- WhatsApp Business number provisioned for your agency
- Duplicate detection to avoid double cases
- Automatic notifications at every key step
Sending and tracking via Gmail
The quote is sent to the chosen expert directly from the agency's connected Gmail mailbox.
- Secure connection to the agency's Gmail mailbox (OAuth)
- Configurable automatic reminders until a reply is received
- Full archiving and traceability of conversations
AI-powered reply analysis
Expert replies are automatically classified to speed up processing.
- Automatic classification with an adjustable confidence threshold
- Systematic manual review when in doubt
- Decision history for audit and continuous improvement
Secure document management
Every attachment is scanned, converted and retained according to a clear policy.
- Systematic antivirus scanning before any access
- Automatic format conversion for sending to experts
- Scheduled purging after closure per the retention policy
Dashboards and oversight
A clear, real-time view of your agency's activity.
- Key metrics: turnaround times, expert workload, volumes
- View by agent, status or period
- Data export for your own analysis
Roles and permissions
Each user only ever accesses what concerns them.
- Dedicated roles: manager, agent, client, platform administrator
- Strict data isolation between agencies
- Separate client portal with explicit consent
Billing and subscription
Track your usage and invoices without leaving the platform.
- Real-time quota tracking
- Invoice and payment history
- Plans suited to your agency's size
Solutions
A platform designed for every role
Managers, agents and clients each get a space suited to their needs.
For agency managers
Oversee your agency's activity, manage access and track your subscription usage.
- Overview of activity and performance
- Manage agent accounts and their permissions
- Track quotas, invoices and integrations
For agents
Process your cases efficiently, from quote to closure, with no manual re-entry.
- Quotes received directly in the platform
- Expert selection and automated quote dispatch
- Reminders and replies tracked in a single place
For the agency's clients
A dedicated portal to transparently track case progress.
- Real-time case status tracking
- Explicit consent to data processing
- Secure access, isolated from other agencies and clients
For multi-agency organizations
Centralize oversight while keeping strict isolation between agencies.
- Each agency operates in its own data space
- Independent configuration per agency (WhatsApp, Gmail, quotas)
- No data shared between agencies without explicit action