Business services
Insurance & mortgage adviser: always reachable.
For your financing deadline of 28 March, we are still missing the employer’s statement and your latest payslip.
Even at 09:45.
We start where an insurance & mortgage adviser loses the most: Document chaser + Receptionist. Everything else is added once that is live.
Today
Hi, this is the digital assistant of Example Insurance & Mortgage Adviser. For your financing deadline of 28 March, we are still missing the employer’s statement and your latest payslip.09:45
I will send the payslip now; the employer’s statement will follow on Friday.09:45
Thank you. I will remind you on Friday about the employer’s statement. Your adviser will answer any questions about the advice itself.09:45
Today
hi, I've just gone freelance. could you do my VAT return?20:18
Hi! You're chatting with the digital assistant of Countinghouse Accountants. We do that for lots of starters. How do you keep your books now?20:18
erm, receipts in a box 😅20:20
Then a short intro call is the way to go. You can pick a time here: [link]. Esther will go through it with you.20:20
✓ File almost complete · no advice given, only documents collected
- Always says it is a digital assistant
- Urgency judged by your rules; life-threatening emergencies: 112
- You keep your own number
Not just the phone.
After winning customers and following them up, your AI team also takes over the rest of the online work, in the order that pays off most for an insurance & mortgage adviser. The work of a whole team, without extra staff.
- 02
Admin & money
example Chasing missing documents, following up invoices and listing expenses.
- Document chaserComing soon
- ReceiptsComing soon
- Payment remindersComing soon
- Expenses & savingsComing soon
- 03
Marketing & content
example Articles and posts about your field, based on what clients ask.
- ReviewsComing soon
- ContentComing soon
- Content strategy & analysisComing soon
- 04
Team & overview
example Who is handling which file and what is still open, in one overview every morning.
- ReportingLive
- Team & overviewComing soon
- 05
Ads & campaigns
example Campaigns for new clients in your region, paused first.
- Website builderComing soon
- Ads machineComing soon
In this order. With an honest status.
Coming soon means: we are building it and you pay nothing until it is live for you.
Start · the core
- Document chaserComing soon
Requests missing documents with a checklist and sends reminders until everything is in.
- ReceptionistLive
Answers the phone when you cannot, takes the details, recognises urgency and prepares a task.
Groei · Start plus
- Fast responseComing soon
Replies within minutes to a new request from your web form, e-mail or lead platform.
- ReactivationComing soon
Sends a personal message at the right moment to existing customers who have opted in.
- Inbox assistantComing soon
Reads your e-mail, WhatsApp and chat messages and drafts a reply within minutes.
- ReviewsComing soon
Asks for a review after a finished job and drafts replies.
Other services
- Quote follow-upComing soon
Follows up sent quotes after 2, 5 and 10 days and asks for the reason when the answer is no.
- DM assistantComing soon
Answers DMs, asks qualifying questions and sends the booking link.
- PlannerComing soon
Schedules appointments, sends reminders, manages the waiting list and asks for a deposit where needed.
- Maintenance reminderComing soon
Reminds customers about maintenance, an inspection or an annual service, with a booking link.
- ContentComing soon
Creates posts, product copy and translations from your own photos and information.
- ReceiptsComing soon
Prepares the receipts and purchase invoices you forward for your bookkeeping.
- Payment remindersComing soon
Sends friendly payment reminders with a payment link.
- Webshop serviceComing soon
Answers “Where is my order?” questions, flags delays in advance and handles returns.
- ReportingLive
Daily briefing and monthly report: what was handled, what is waiting for you, and your baseline versus now.
- Website builderComing soon
Builds or refreshes your website from your own copy and photos, as a one-off project with up to two rounds of changes.
- Ads machineComing soon
Creates and manages Meta ads (Facebook and Instagram) within your own budget: always paused first, live after your approval.
- Content strategy & analysisComing soon
Finds out what your customers search for, makes a content plan and shows which posts and channels work.
- Expenses & savingsComing soon
Lists recurring costs and subscriptions and points out where you pay twice or too much.
- Team & overviewComing soon
One overview of what is going on: tasks per team member, who is handling what and what is still open.
Example calculation
What are you leaving on the table?
This uses example values; the growth scan does the same with your own figures.
- Tasks per month
- 400
- Minutes per task
- 6
- Share the assistant takes over
- 70 %
- Hourly cost of an employee (€)
- €45
Example calculation · per month
€1,260
of working time the assistant takes over.
Example calculation, no guarantee. The example values are a starting point, not an average or a measurement.
What the scan also checks for you.
Five standard checks for every business, plus one specific to your trade.
- 01 Website
- 02 Google profile
- 03 Reviews
- 04 Availability
- 05 Ads
- + Trade check: Speed test + file check
Discuss your package.
The price depends on what you need: after the free growth scan and a short call you know exactly where you stand.
Groei
Start plus
- Everything in Start
- Fast response Coming soon
- Reactivation Coming soon
- Inbox assistant Coming soon
- Reviews Coming soon
Enterprise
All five departments, tailored
- Several locations, one overview
- Custom integrations: CRM, ERP, bookkeeping
- Roles and permissions per team member
- Approval up front, per type of task
- Multilingual: Dutch and English; German and French once tested
- A fixed contact and a monthly call
- Start with a pilot
The Ads machine is available as an add-on, only together with a package. Cancel monthly.
