Departments that could run themselves.
Three builds that show what a first install covers: the situation, what gets installed, where each agent stops, and the targets we would put in writing.
These are designs, not client results. Real case studies replace them as installs go live.
A renewal desk that never misses an expiry
A Dubai brokerage ran 1,400 motor and medical renewals a year from a spreadsheet, and compared insurer quotes by copy and paste. The renewal desk reads every policy, contacts clients on time, and prepares quotes for the broker to approve.
- 60 days first contact before every expiry
- 25 min quote prep, from 3 hours
- 0 quotes sent without broker approval
Every enquiry answered in under a minute
A 35-agent brokerage received 1,100 portal and WhatsApp leads a month, most of them outside office hours. The lead desk replies in seconds, qualifies the buyer, and books the viewing with the right agent.
- 60 sec first reply, 24 hours a day
- 4 fields qualified before any handoff
- 100% transcripts logged to the crm
Document checks before customs, not at customs
A trading house moving 180 containers a month through Jebel Ali checked invoices and bills of lading by eye. The exception desk cross-checks every document before filing and holds anything that does not match, with the reason attached.
- 100% shipments checked before filing
- 07:30 morning briefing, gst
- 0 declarations filed by the agent