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ProductBroker assistant

Broker assistant

You describe.
You approve.
Panora executes.

One assistant, from small tasks to entire procedures. It understands, plans, runs the steps and keeps a record of every action.

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Ask Panora or pick a workflow…

  • Update Nexalis headcount: 14 employees.

    TaskRecord updated

  • Prepare our January 1 renewals.

    Workflow4 steps · awaiting approval

    1. Client reminders
    2. Claims analysis
    3. Market consultation
    4. Comparison to expiring

You write. It runs.

Every request mobilises the connectors it needs.

  1. Connect Outlook and Veos.

    1. Outlook
    2. Veos
    3. Panora
    4. Connected

  2. Create the Nexalis record from the extract received.

    1. Extract received
    2. Extract read
    3. Nexalis SAS record
    4. Written to Veos
    5. Record created

  3. Enrich the Nexalis record.

    1. Company no.
    2. Pappers
    3. Directors
    4. Key figures
    5. Record enriched

  4. Run the professional liability quotes for Nexalis with AXA, Hiscox and Chubb.

    1. Risk prepared
    2. AXA
    3. Hiscox
    4. Chubb
    5. Quotes retrieved
    6. Quotes filed

  5. Prepare our 1 January renewals.

    1. Client reminders
    2. Claims analysis
    3. Market consultation
    4. Comparison to expiring
    5. 38 files, awaiting approval

Send the proposals to the clients concerned.

Workflows ready to use.

Built on the procedures of brokerage firms. Adapted to your rules.

  • Renewal campaign

    4 steps
    1. 1Document reminders
    2. 2Claims analysis
    3. 3Market consultation
    4. 4Comparison to expiring
    • Outlook
    • AXA
    • Generali

  • New professional liability account

    4 steps
    1. 1Record from the extract
    2. 2Pappers enrichment
    3. 3Quotes on the extranets
    4. 4Proposal to the client
    • Pappers
    • Hiscox
    • AXA

  • Mid-term endorsement

    4 steps
    1. 1Request read
    2. 2Contract found
    3. 3Entered on the extranet
    4. 4Endorsement filed
    • Outlook
    • Allianz

  • Issued policy check

    4 steps
    1. 1Policy read
    2. 2Compared to the quote
    3. 3Gaps flagged
    4. 4Filed in the DMS
    • Google Drive

  • Claim notification and follow-up

    4 steps
    1. 1Notification drafted
    2. 2Sent to the insurer
    3. 3Reminders
    4. 4Follow-up in the file
    • Outlook
    • Generali

  • Fleet movements

    4 steps
    1. 1Registration documents read
    2. 2Contract checked
    3. 3Entered on the extranet
    4. 4Certificates sent back
    • Outlook
    • Allianz

Describe your procedure. It becomes a workflow.

  1. 01

    Describe, in your own words

    Your steps, your templates, your rules.

  2. 02

    The agent structures it

    You review it, you adjust it.

  3. 03

    Published for the firm

    The whole team uses it. Same procedure, same quality.

When a fleet client sends a registration document: check the contract, enter the vehicle on the extranet, send back the certificate.

Fleet movement

4 steps
  1. 1Read the registration document
  2. 2Check the fleet contract
  3. 3Enter the vehicle on the extranet
  4. 4Send the certificate to the client

Published for the firm

Nothing goes out without you.

  • Approval before sending

    An email, a quote, a sensitive entry: it submits them to you first.

  • It asks, it never makes things up

    A code, a document, an answer from the client: it stops and asks you.

  • Everything is time-stamped

    Every action has a time and an author. You can take over at any step.

Which task takes most of your time?

Describe it. We show you the workflow.

Book a demo →

No slot suits you? Try with Diane or Jules.

Try the simulator

Frequently asked questions

Another question? Write to contact@panora.co

Everything a file calls for: read and update your management software, analyse and file documents, write emails and reminders, enrich a record with company data, quote on insurer portals, compare offers, produce a summary or an advice statement on your template. Every request draws on the connectors it needs.

It stops and asks you: a two-factor code, a missing document, an answer from the client, a choice between two covers. Nothing is made up, nothing is guessed. The task resumes where it stopped.

An email sent, a quote launched, an entry in your software or with an insurer. The assistant prepares it, shows it to you and waits for your go-ahead. You approve, you edit, or you take over. Every action is then logged with its time, its author and its source.

Describe the procedure in your own words: the steps, the documents expected, your templates, your rules. The agent structures it into a workflow, you review and adjust it, then it is published for the firm. The whole team follows the same procedure, with the same quality.

Yes. They are based on client firms’ procedures, and every step, every template, every rule adapts to yours. An adapted workflow stays your firm’s own.

Panora orchestrates several models and picks the best one for each task, without depending on a single provider. They run in the European Union, with Zero Data Retention (ZDR) and no training on your data. Your documents and conversations stay isolated in your firm’s space, hosted in France. More on our Security page.

The other building blocks