A complete control room for your claim files
From quote receipt to closure, every step is tooled, traced and secured. It is one of AI Gestion's three products, alongside the Website and Cash & Contracts.
- Quote received and matched to the client
- Expert selected and recorded
- Waiting on the expert's reply
- Automatic reminder after 48 h
- Invoice checked, file closed
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
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
A price that follows the size of your agency
No ready-made grid: your subscription is computed on what you actually use. Three things set the price.
Number of users
Every person who signs in counts once: managers, agents, the signature tablet included. A three-person agency does not pay like a fifteen-person one.
Claims volume
Claims handled each month, with their AI analyses, e-mails and WhatsApp messages. A quiet month costs less than a busy one.
The support you choose
On-site onboarding, team training, priority support: à la carte options, never imposed.
- Monthly subscription, no long-term commitment.
- No setup or licence fees.
- Cash & Contracts is included in every subscription.
- Your data is yours and stays exportable at any time.