JD
Insurance client
Restaurant Inc
Policy Schedule
3 overdue actions
Renewal invoice due in 4 days
Renewal Calendar
30 January
Greenfield Services Liability
Brightway Solutions Business pack
Riverside Holdings Comm Motor
Upcoming tasks12
You have 20 renewals coming up in the next 2 weeks.
Your weekly activity
Quotes
Referrals
Renewals
32
16
43
Are you still preparing for your meetings manually?
Summarised Meeting Brief
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Centralised Conversations
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Integrates with G-Suite
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2. Allow access to your calendar and emails
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3. One-click to generate a meeting brief
Get updated on the latest emails for your meeting so you can get on with your meeting with ease.
Your AI Meeting Assistant
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- Organised timeline of conversations
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- Keep on top of commitments and action items
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