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
FIRST PILOT
Complete the client file before the advice meeting.
More complete files
Less time spent searching
Better preparation for each advice meeting
Match-AI
One place where your systems, your team and your AI colleagues come together.
Connect
Your systems talk to each other: email, calendar, CRM and accounting. You replace nothing.
Automate
Recurring work runs by itself. You approve the important steps.
Collaborate
Your team and your AI colleagues work in the same files, with one shared memory.
TASKS YOU HAND OVER
Where you hand over work right away
Concrete tasks that return every week and are quick to measure.
Prepare client intake
Summarise goals, situation, risks and open questions for the meeting.
Structure claims intake
Clearly set out report, photos, date, cause and next action.
Process policy changes
Structure change requests and check the required information.
From meeting to action list
Summarise the advice meeting into actions for the client and adviser.
Send reminders
Politely and automatically chase missing documents.
WHY MATCH-AI
No more work stuck between your tools.
A request in your email, an appointment in WhatsApp, a figure in Excel: someone retypes it or asks about it. In Match-AI nobody has to.
Match-AI
Outlook
Anne-Marit
Exact
HubSpot
Agenda
Tijn
Excel
WhatsApp
Cyrill
Karel
Frits
Henk4-WEEK APPROACH
We do not build everything at once. We take one recurring workflow live.
- 01
Choose the process
Together we choose the first process: recurring, well scoped and easy to measure.
- 02
Connect your systems
Email, forms, CRM, Drive and your existing documents are connected.
- 03
Automate the steps
Together we set the rules: what runs by itself and when it goes to a human.
- 04
Collaborate, with control
You stay in control: sensitive steps ask for your approval first.
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.
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 process and make clear what it delivers for you.