A renewal record needs confirmation of updated policy requirements.
INSURANCE & BROKERAGE / THE OPERATING DAY
Automate the SOPs
behind insurance.
Connect the teams, records and handoffs behind insurance, with the right people at each decision.
EXAMPLE OPERATION · INSURANCEAll industries
daffyOS Example operation · Insurance / One connected enterpriseSales Pipeline / Example record
A renewal needs the account owner
Supporting recordLinked to the original instruction
ATTACHEDDaffyI have linked the record and prepared the next step for Team leader. Approve an account-owner follow-up before the renewal proposal?
DECISION OWNER / TEAM LEADER
Approve an account-owner follow-up before the renewal proposal?The source record, responsible team and proposed next step are linked. This example waits for the decision owner.
Team leader · Approval requiredTARGET OUTCOME
Approve an account-owner follow-up before the renewal proposal?
Approve an account-owner follow-up before the renewal proposal? The approval and follow-up stay attached to the original record.
RECORD IN FOCUSExample recordSales Pipeline SOP / Example
EXECUTION / SIMULATED
- Operating record DaffyEvidence captured
- 2Daffy Team leaderAwaiting approval
- 3Team leader Operation recordAction pending
- 4Operation record Follow-upFollow-up waiting
DECISION OWNER / TEAM LEADER
Approve an account-owner follow-up before the renewal proposal?The source record, responsible team and proposed next step are linked. This example waits for the decision owner.
Team leader · Approval requiredWORKING NOTES
- No working notes yet.
ONE CONNECTED OPERATING DAY
What needs your attention?
Context follows this operation.
THE WORKSPACES BEHIND THE THREADS
Where your work
comes together.
Each workspace holds its part of the operation. Daffy coordinates the handoffs under the permissions you set.
Sales PipelineAI Calling DeskLead Capture & EnrichmentCustomer SuccessCustomer Support DeskDocuments & RecordsBilling & CollectionsLegal & ContractsCompliance & AuditField Sales & CaptureWorkforce CoreGoals & PerformanceClient PortalMarketing & CampaignsCosting & ProfitabilityCommand CentreDAFFY Chat & Authority
ONE SOP TO START WITH
A renewal needs the account owner.
A representative scoping example. Integrations, actions and approval rules are agreed for your deployment.
01 / THE TRIGGER
A renewal record needs confirmation of updated policy requirements.
02 / THE HUMAN DECISION
Approve an account-owner follow-up before the renewal proposal?
03 / THE CONNECTED OUTCOME
The renewal record, requested changes and follow-up stay connected.
THE PEOPLE BEHIND THE PROCESS
Different teams.
One operating context.
01Sales & Distribution
02Underwriting Support
03Policy Servicing
04Claims
05Renewals
06Compliance
07Insurer Relations
08Customer Service
09Finance & Reconciliation
10Training
11Marketing
12Analytics
THE OPERATING CYCLE
The handoffs that
make the business work.
Use this operating map to decide where a record is created, who takes responsibility and what must be checked before work moves.
- 01 / START THE RECORD
Enquiry & qualification
Capture the source instruction, evidence and responsible owner.
- 02 / CARRY THE CONTEXT
Quote & comparison
Link the quote & comparison record to the previous stage and the team responsible for the next handoff.
- 03 / CARRY THE CONTEXT
Underwriting & binding
Link the underwriting & binding record to the previous stage and the team responsible for the next handoff.
- 04 / CARRY THE CONTEXT
Policy issuance
Link the policy issuance record to the previous stage and the team responsible for the next handoff.
- 05 / CARRY THE CONTEXT
Servicing
Link the servicing record to the previous stage and the team responsible for the next handoff.
- 06 / CARRY THE CONTEXT
Claims
Link the claims record to the previous stage and the team responsible for the next handoff.
- 07 / CLOSE THE LOOP
Renewal
Retain the outcome, outstanding exceptions and decision history.
THE WORKSPACE MAP
The same brain.
Your industry’s vocabulary.
A workspace is shaped around the people and records it serves. These are starting points, with connected workflows between them.
Sales Pipeline
Sales Pipeline & Book
Which of my policies are up for renewal?
Explore workspace AI Calling DeskAI Calling & Qualification
How many leads were qualified this week?
Explore workspace Lead Capture & EnrichmentLead Capture & Enrichment
Which leads scored high and were never called?
Explore workspace Customer SuccessRenewals & Persistency
Which agents have unworked renewals?
Explore workspace Customer Support DeskClaims Desk
Which claims are stuck and on what document?
Explore workspace Documents & RecordsPolicy Documents & KYC
Which policies have incomplete documentation?
Explore workspace Billing & CollectionsPremium & Commission
What commission is unreconciled with which insurer?
Explore workspace Legal & ContractsDisputes & Grievances
Which claim disputes are escalating?
Explore workspace Compliance & AuditLicensing & Compliance
Which agents have licences expiring?
Explore workspace Field Sales & CaptureField Agents & Capture
Which captured contacts were never followed up?
Explore workspace Workforce CoreAgent Force
Which agents are below productivity threshold?
Explore workspace Goals & PerformanceAgent Performance
Which agents have the best persistency?
Explore workspace Client PortalClient Portal
How many renewals came through the portal?
Explore workspace Marketing & CampaignsMarketing & Cross-sell
Which cross-sell campaign converted best?
Explore workspace Costing & ProfitabilityProduct & Channel Economics
Which product line is least profitable?
Explore workspace Command CentreCommand Centre
Where are we losing persistency right now?
Explore workspace DAFFY Chat & AuthorityDAFFY Chat & Authority
Which claims are stuck and on what?
Explore workspaceAUTHORITY, IN CONTEXT
The right answer.
For the right person.
Agree access and action permissions before connecting operational data. The same question can require a different scope for each role.
“Which of my policies are up for renewal this month?”
Own book, own leads, own renewals.
“Which agents have unworked renewals?”
Their team’s book, conversion and persistency.
“Which claims are stuck and on what document?”
Their claims, documents and insurer follow-ups.
“What commission is unreconciled with which insurer?”
All policies, servicing SLAs and reconciliation.
“Which agents have licences expiring?”
Licensing, mis-selling checks and regulatory reporting.
“Where are we losing persistency?”
Book value, persistency, claims ratio and growth.
START WITH ONE WORKFLOW
One SOP today.
A more connected company tomorrow.
Bring us the process, the people and the exceptions. We’ll map the first proof of value.