What’s new
What Aoibhe can do.
Everything Aoibhe can do, newest additions first.
Emails with large attachments arrive in full
EmailAn email carrying several large PDFs now lands with its message and every file, and gets its summary like any other. Before, a big enough email could show up as a task with no text.
Every file is checked for hidden instructions
SecurityScans, images and spreadsheets that come in by email are now checked for text aimed at Aoibhe, not only uploaded PDFs. A locked PDF is marked as protected so you know to ask for an unlocked copy.
A case only shows its own client’s work
TasksInsurer reference codes shared across many clients no longer pull unrelated tasks into one case. Each case lists work for its own client only.
Clearer task page, quicker to open
TasksPoints that need your decision use plain field names and leave out values that already agree. The policy panel says plainly when no policy is on file, empty quote figures say so, and the page opens faster. On a phone the task controls now fit the screen.
Routine web chat questions get answered
ComplianceAoibhe now holds back a website chat reply only when it actually breaks a rule, so a simple question like an address gets a reply instead of a hand-off. Anyone who asks for a person, in any wording or language, and even earlier in the chat, still reaches a broker.
Inbox shows only what clients wrote
EmailAoibhe’s own alert emails no longer appear in the inbox as if a client sent them, and threads where the client wrote last are back in Needs you.
Two-factor sign-in keeps Claude and ChatGPT connected
IntegrationsSigning in with a two-factor code no longer disconnects the Claude or ChatGPT connection, so there is nothing to reconnect afterwards.
Uploaded PDFs are checked for hidden instructions
SecurityEvery PDF uploaded to a conversation is checked for text aimed at Aoibhe. If a document tries to give her instructions, she treats it as content, not as a request.
Know why a file could not be read
DocumentsA password protected file now says so on the task, so you know to ask for an unlocked copy. Logos and signature images are set aside without slowing anything down.
Your Ask Aoibhe chats are yours
SecurityEach broker sees only their own Ask Aoibhe conversations. Owners and compliance roles can still review them in Evidence.
Every brokerage gets the document router
DocumentsSchedules, certificates, quotes and letters are sorted page by page and read by the right reader, with nothing to switch on. Reprocess now reads each document again on its own.
Insurer quotes captured again
QuotesQuotes sent as PDF or Word come back with the insurer and the premium filled in, even when the insurer name starts with “The”.
Aoibhe only says it saved when it did
CopilotIf a save does not go through, Aoibhe tells you and hands it back instead of claiming it is done. It also stops asking the same question twice.
See what the client disclosed
New businessA new business case shows the client’s disclosures on one card, and an invite opens with the details you already have filled in.
Ask Aoibhe more from Claude and ChatGPT
IntegrationsAsk who your highest value client is, what is renewing next month, what needs you today, the latest form submissions, a client’s documents, insurer replies in the inbox, open claims or what happened on a client this week. Aoibhe answers from your own book, still read only.
Aoibhe asks when your question has a few clear answers
CopilotWhen you ask for form submissions and you have several forms, Aoibhe offers a short numbered choice. Reply with the number and the same conversation carries on. In ChatGPT, one chat stays one Aoibhe conversation.
Form counts match the submissions you can open
FormsThe submission count on each form now matches the list behind it, and every submission shows what the person wrote.
Text from outside your brokerage is treated as data
SecurityEmails, form answers, file names and client messages are marked as outside content before Aoibhe reads them, so instructions hidden inside them are ignored.
Your own replies count, wherever you send them from
EmailMail you send from your own mailbox now reads as you, even from a second address. A thread you have answered stops asking for a reply, and Aoibhe no longer drafts an answer to a question you already dealt with.
The read and the draft follow the newest message
TasksEvery new message on a thread, from the client, the insurer or you, refreshes what Aoibhe says the thread is about and what it suggests next. Urgent now names its reason, such as cover ending within two days.
Every file read, or a reason why not
DocumentsFiles that fail to read are retried on their own and say why if they give up. Identical copies are merged, and signature images and mail security files are set aside so the documents that matter stand out.
Renewal terms never overwrite the policy you have on file
RenewalsA renewal quote or notice describes next year, so it no longer changes the current policy record on its own. When a policy is missing you can create it from the renewal notice yourself, with every field shown and editable before anything is saved.
Ask Aoibhe from Claude or ChatGPT
IntegrationsConnect Claude or ChatGPT to Aoibhe and ask about your clients, policies, renewals and tasks without leaving the assistant you already use. Answers come from your own book, the connection can only read, and approving it takes a fresh two-factor code.
Home and motor quotes ask sharper questions
IntakePersonal lines intake now asks far more questions for home and motor enquiries before it reaches a broker, so there’s more to work with and fewer follow-up messages needed.
The run-up to a renewal, handled start to finish
RenewalsAoibhe now works a renewal from the moment it enters your renewal window through to the deadline, pulling documents and tracking each step along the way. You choose how far ahead that window opens for your book.
Track a new business case from quote to inception
New businessA new business enquiry now moves through its own tracked stages, with pre-contract obligations and the inception invoice handled as part of the case instead of separate paperwork.
Reads your policy documents
DocumentsUpload a policy document and Aoibhe pulls out the key facts (sums insured, premium, cover dates) onto the client record for a broker to check and promote. It keeps getting more accurate.
Ask Aoibhe about any document, not just your book
CopilotDrop a document into the copilot and ask questions about it directly, alongside the existing book-wide questions like which policies renew this month.
Merge duplicate client records
ClientsWhen the same client ends up with two records, a broker can merge them from the client page in one step. History from both records carries over, and the broker reviews the merge before it’s final.
Send a photo of a document, not just a scan
DocumentsA photographed document can now be opened and viewed on the task even when the text can’t be extracted automatically, so it’s still there to read rather than getting stuck.
Two-factor login is now required
SecurityEvery account now requires a second factor to sign in, on top of your existing password.
Build and manage your own document templates
DocumentsUpload a template once and Aoibhe maps the fields, generates from it and keeps every edit versioned, with regulatory wording matched to your line of business.
One morning digest instead of an email per deadline
HomeAoibhe sends a single daily digest covering everything due, instead of a separate email for every deadline, and it now renders correctly across more email clients.
Renewals redesigned, with a full history and a working mobile view
RenewalsThe renewals workspace was redesigned with a full activity history per case, and deadlines now clear themselves once the related work is done. The whole flow also works properly on a phone.
Tasks link straight to the right client record
ClientsEvery task now links to the client it belongs to, with drafts, policy documents and facts gathered along the way attached as the work happens, so the client file builds itself.
Vehicle and company details looked up automatically
IntegrationsSend a vehicle registration or company name and Aoibhe looks it up against MotorCheck or the Companies Registration Office and attaches the result to the enquiry, no separate lookup needed.
Connect any mailbox
IntegrationsBeyond Gmail and Outlook, you can now connect any IMAP or SMTP mailbox as a channel.
Your week, laid out as a diary
HomeHome opens on the week ahead, Monday to Sunday with weekend renewals included, and the day’s work is ordered by what’s actually urgent. A quiet day doesn’t sit empty: it surfaces the clients worth chasing, so a slow week turns into pipeline.
Settle a renewal in one click
RenewalsMark a renewal renewed, lapsed or moved elsewhere straight from the row, with an undo if you misclick. Renewed carries the new term forward as its own policy; a transfer keeps the old history attached, so nothing is left orphaned.
Jump to any client instantly
SearchA ⌘K command palette that finds a client the moment you start typing their name, from anywhere in the app, with no page-hunting.
Fix your whole book with one instruction
CopilotAsk the copilot to correct a field across every matching policy. It shows you exactly which records it will touch, and rewrites them only once you approve.
A guided path through every task
TasksEach task walks a clear three-step spine: check the facts, approve the reply, close it out, with the draft already written and the right documents to hand at each step.
Professional registrations, checked for you
ComplianceWhen a client’s registration matters, Aoibhe verifies it against the public register and flags anything amiss, such as a suspension, a restriction or a name that doesn’t match, before you rely on it.
Aoibhe works the case, not just the inbox
IntakeA new enquiry moves through its own stages as replies come back from insurers. Aoibhe reads each one, advances the case, and has the next reply drafted and waiting for your approval.
Proof a quote reached your client
IntakeDelivery receipts land on the case timeline, so you can see a quote was delivered, not just sent.
Pipe form submissions into Google Sheets
FormsConnect any web form to a Google Sheet and every submission lands as a new row on its own, with no export and no copy-paste.
Send bigger attachments
EmailOutbound emails now carry attachments up to 10 MB, so a full policy document or quote pack goes out in one message.
Aoibhe reads across a client’s whole history
IntelligenceWhen a task comes in, Aoibhe looks across everything else that client has going on, including past quotes, renewals, unfinished paperwork and contradictions, and surfaces a plain-English read right on the task: what connects, what’s still open, and what to check before you act. Ask the copilot and it answers from the same read.
Per-form auto-replies
IntakeEvery web form can now send an instant, branded acknowledgement in your own words, and Aoibhe folds the client’s reply back into the same conversation.
Export any view to CSV or Excel
BookYour task queue and client book export in one click, so the numbers you see on screen are the numbers you can hand to anyone.
Smart importer for legacy systems
BookBring your existing client and policy book across from common broker platforms, with columns and dates mapped automatically and reviewed before anything is written.
On-demand book sweep
RadarA single button re-scans the whole book for renewals about to lapse and clients gone quiet, with no waiting for the next cycle.
Out-of-hours handling on WhatsApp
ChannelsAfter hours, enquiries are answered and routed by the rules you set: claims and breakdowns go where they should, quotes get qualified, and staff-only matters wait for staff.
Rich-text thank-you messages
FormsStyle the confirmation a client sees after submitting a form, with your own wording, formatting and links instead of a generic “thanks”.
Tasks that close and reopen themselves
TasksA task marks itself done when the matter is resolved, and springs back to life the moment a client replies, so nothing quietly falls through.
Build any form, or generate one from a PDF
FormsDrag together the fields you need, or hand us an existing PDF or Word form and get a working draft back.
Hosted, white-label form pages
FormsEvery form gets its own branded page you can share by link or QR, with your logo, your colours and your domain.
Import your client list from a spreadsheet
BookUpload a CSV or Excel export and Aoibhe maps it into structured client records, reviewed before anything is saved.
Conversations that survive a gap
ChannelsA client who replies days later picks up the same thread and the same open task, instead of starting from scratch.
Regulatory deadlines, tracked and drafted
ComplianceChained statutory obligations, like renewal notices anchored to a renewal date, are resolved automatically, surfaced early, and the notice drafted for a broker to approve.
Ask your book a question
CopilotA broker copilot that answers from your own data: which policies renew this month, where the firm is exposed, what you already did for a similar risk.
…and more, spanning intake lines, compliance rules, channels and copilot skills.
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