AI back office for business: real estate, insurance and freight brokers
The client said yes, and from there the deal is run by a back office, not your memory
An AI back office for real estate, insurance and freight brokers: it collects and checks deal documents, matches payments, tracks every step to closing and keeps the CRM in order. Messages to the client go out only after you approve them.
The problem
A broker earns on speed, but once the client agrees, the paperwork starts: contracts, invoices, confirmations, payments from several parties. Keeping three assistants for this is expensive, and without them deals stall on small things: the wrong document, a payment that did not arrive, a reminder nobody sent.
What we do
- Deal documents from the client and the supplier are collected in one place; the system shows what is missing and where amounts and dates do not match.
- Payments are matched against invoices and the contract: what has arrived, what has not, where there is a gap.
- Each deal has a list of steps to closing; a step with no progress reminds the person in charge.
- Emails and WhatsApp messages to the client are prepared as drafts and sent after your yes with one button.
- Everything about the deal is recorded in the CRM, so everyone in the company sees where it stands.
Results in numbers
- This is how it works for us: when sorting document packs, our system already checks amounts and dates between documents, and you can try it in the demo.
- How many of your deals get through the paperwork without delays is measured during the pilot.
Who it is for
Real estate, insurance and freight brokerages where one or two people handle documents and payments for many deals.
How the pilot works
- A free 30-minute call: how a deal runs today after the client agrees and where it stalls.
- Scope in writing: which type of deal, which documents, which channels.
- Setup for your document templates, CRM and email.
- A run on your real deals.
- A report: which documents were checked, which mismatches were found, at which steps deals stalled.
- You decide: connect the whole back office, refine or stop.
Price
- Pilot: 600 €. 50% at the start, 50% after the report.
- Ongoing service after the pilot: price after we review your task.
FAQ
How is this different from the work before the client says yes?
Taking an enquiry up to the offer to the client is a different job. The back office starts after the client agrees: documents, payments and steps to closing. The two can be connected together.
Does the system send documents to the client by itself?
No. It prepares a draft and shows what has been checked. Your employee sends it after approval.
Will our CRM work?
If it has API access, usually yes. We check on the first call.
What happens to client and deal data?
Where data is stored and when it is deleted is set out in the contract before any work starts.
Send us the documents of one closed deal with personal data removed, and we will show what the back office would have checked and what it would have reminded you about.
Write to ai@delta-solution.pro or on Telegram: t.me/santnickol
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