01
Manage document lists
Keep track for each client of what has come in, what is missing and what needs to be requested again.
AI colleague for advisers
Advisers start with a fully prepared file.
An AI colleague that gathers documents, intake answers and action points before the advice meeting. Less searching, more advising.
Mortgage and insurance advisers
EERSTE PILOT
Complete the client file before the advice meeting.
Advisers no longer start by searching, but with a fully prepared file.
More complete files
Less time spent searching
Better preparation for each advice meeting
Inbox clearerRequest finisherQuote preparerFile trackerLead followerPlanning preparerFeedback translatorTeam knowledge baseReport makerProduction assistant
THE HOOK
Sell on the work that keeps piling up.
Your AI colleague can do a lot. In the first 2 weeks we teach it the work that keeps piling up every week: completing requests, tracking files, following up leads, preparing quotes or supporting production.
After that it grows into new tasks. Industries are examples; the real entry point is the workflow that keeps stalling.
WORKFLOWS THAT COST MONEY OR TIME
Where this AI colleague takes work off your hands
This page focuses on recurring work. No generic AI promise, but concrete tasks that return every week and become measurable fast.
02
Prepare client intake
Summarise goals, situation, risks and open questions for the meeting.
03
Structure claims intake
Clearly set out report, photos, date, cause and next action.
04
Process policy changes
Structure change requests and check the required information.
05
From meeting to action list
Summarise the advice meeting into actions for the client and adviser.
06
Send reminders
Politely and automatically chase missing documents.
WHY THIS MATTERS COMMERCIALLY
Not another tool. A colleague that preps the work for your team.
Most companies lose time not to one big task, but to dozens of half-finished questions: incomplete requests, loose emails, forgotten documents, feedback without an owner and leads that get followed up too late.
More complete files
Measurable in less back-and-forth, faster follow-up and better handover to the person doing the work.
Less time spent searching
Measurable in less back-and-forth, faster follow-up and better handover to the person doing the work.
Better preparation for each advice meeting
Measurable in less back-and-forth, faster follow-up and better handover to the person doing the work.
BEFORE MATCH-AI
Work arrives half finished.
- • emails, WhatsApps and forms are scattered
- • someone has to keep asking the same basic questions
- • important information is missing when you want to plan or quote
- • follow-up depends on who happens to have time
AFTER MATCH-AI
Your AI colleague makes the work transferable.
- • a request or report is summarised automatically
- • missing information is requested
- • next action, owner and priority are proposed
- • your team stays in control and approves the important steps
FIRST 2 WEEKS
We do not build everything at once. We take one recurring workflow live.
01
Choose the workflow
Complete the client file before the advice meeting.
02
Learn the rules
Which questions does the agent ask, where does it stop and when does it go to a human?
03
Connect the input
Email, form, Telegram, Drive, CRM or existing customer documents.
04
Live with oversight
First version at work, with a clear feedback loop for improvement.
SAMPLE OUTPUT
Your team gets a work briefing, not chatbot talk.
A good AI colleague does not send a long answer. It delivers a usable handover that someone can act on straight away.
// Mortgage and insurance advisers
Summary: Advisers no longer start by searching, but with a fully prepared file.
Missing info: planning, budget, contact person, attachments
Suggested action: create a task, request the missing info and route it to the owner
Needs a human for: pricing agreements, exceptions and substantive judgement
Keep building
Pages that follow on logically from this workflow.
These internal links connect AI agents, workflow automation and process automation. Visitors choose faster and search engines understand better which pages belong to the same AI colleague cluster.
Frequently asked questions
Quick answers to the main questions.
May the agent give advice?
No, not as a replacement for the adviser. It prepares, structures and flags items. The adviser remains responsible.
Can it check documents?
Yes, for presence, document type, date and notable missing information.
Where do we start?
With document status and intake preparation before the advice meeting.
THE PEOPLE BEHIND MATCH-AI
You work with people, not with an anonymous dashboard
Match-AI is a team of co-owners with a background in sales, marketing, finance and technology, supported by specialists in support and marketing. Every project gets a dedicated contact person who thinks along about process, adoption and results.
Peter van de Groep
Commercial contact at Match-AI
YOUR CONTACT
Which workflow costs your team too much time every week?
Book an intake. Together we choose the first pilot and define what the AI colleague must deliver.