Register and enrich applications
An application becomes a lead in the CRM, supplemented with the company details needed for the first conversation. See sales follow-up.
Business insurance and pensions
About this source
Gen8
Source: Business insurance and pensions
Managed AI service for SMEs. We set up, connect and manage; you stay in control.
© 2026 Gen8 VOF · Dutch Chamber of Commerce 92978789 · Delft
Organisation type
Many conversations, many files, and advice that stays with the adviser
Advising businesses on insurance and pensions involves long-term relationships, many conversations and strict requirements for advice and record keeping. A workflow can prepare, record and remind; the advice stays with the adviser.
- Scoping first, then a proposal
- EU hosting
- Human oversight stays
Characteristics
What defines this sector
The work is relationship-driven: customers stay for years, and every contact builds on earlier discussions. Preparing well means having the full history at hand.
At the same time, record keeping is central. What was discussed and advised must be retrievable. A workflow that proposes and logs fits better than one that works silently.
Limits
Where the limits lie
The advice stays with the adviser. A workflow prepares, summarises and reminds; it does not advise on products or determine suitability, and nothing goes out without approval.
We discuss your organisation's advice and record-keeping requirements during scoping. The workflow follows those requirements; it does not set them.
Does a workflow draft advisory reports?
It can prepare a draft from the conversation notes and file, with source references. The advice and signature remain with the adviser.
What happens to a conversation recording or transcript?
It follows your own agreements with the customer and the source system's retention period. We do not add a second storage location outside that policy.