In a brokerage or wealth management firm, admin grows with every contract: emails to file, renewals to review, advice to document. Glove handles it in your tools, with data hosted in Europe or on your servers. The adviser reviews and signs.
Insurance and wealth
Claims, endorsements, certificates: each email joins the right client and the right policy.
Insurers’ proposals, renewals, advice notes, suitability reports: ready to review.
Hosted in Europe or on your servers, and each adviser sees only the files they already see.
They come back every day or every month, and their gain counts in hours or euros.
70 h a month
Today · Claims, endorsements, certificates and cancellations get mixed up, and an urgent claim waits behind two hundred emails.
With Glove · Glove reads each email and attachment, finds the client, policy or claim, flags urgency and prepares the task and a draft reply. The account handler approves.
Estimated gain · 100 emails a day × 2 minutes of sorting = over 3 hours a day.
50 h a month
Today · Renewal notices arrive by the hundred, and nobody checks premium increases and dropped cover before the client calls to cancel.
With Glove · Glove compares the renewal terms with the current policy, lists the differences and drafts the message to the client, with an alternative to consider if needed. The account manager approves.
Estimated gain · 300 renewals a month × 10 minutes = 50 hours.
23 h a month
Today · For every tender, proposals are compiled by hand, then the advice note has to be written.
With Glove · Glove reads the proposals, builds the table of cover, excesses and premiums, and drafts the advice note from the needs analysis. The broker chooses, corrects and signs.
Estimated gain · 30 proposals a month × 45 minutes = over 20 hours.
40 h a month
Today · Meeting notes, client file update, follow-up email: after each meeting, that’s another hour, often in the evening.
With Glove · Glove reads the meeting transcript and the documents received, writes the notes, suggests updates to the know-your-client file and drafts the follow-up email. The adviser approves before anything changes or goes out.
Estimated gain · 40 meetings a month × 1 hour = 40 hours.
20 h a month
Today · The suitability report and engagement letter take one to two hours per client, and must stand up to an audit.
With Glove · Glove drafts both on the firm’s templates, from the client’s profile, risk profile and meeting notes. The adviser reviews, adjusts and signs.
Estimated gain · 20 files a month × 1 hour = 20 hours.
Glove fits into what you already have: no software to replace, no data handed to just anyone.
Sage
EBP
Cegid
Microsoft
Qonto
Sellsy
Odoo
Dolibarr
AxonautERP, accounting, email, documents: Glove connects to them, including when they run on the office server. Nothing to migrate, nothing to retype.
Procedures, price lists, contracts, history: Glove draws on your documents and cites its sources. It reads them, it never changes them.
Hosted in a European cloud or on your own servers, offline included. Your documents go to a third party only if you decided so.
An agent never sees more than the person it works for. Nothing leaves the company without your go-ahead, and every action is recorded.
No six-month project: we start from your working days, and the first case runs in under an hour.
With your teams, we find the tasks that keep coming back and put a figure on what they cost you.
Email, documents, ERP or trade software, including on the office server. Nothing to migrate.
At first, every action goes through you. Once the results hold, you choose what runs on its own.
The same agents, the same safeguards, other flows to absorb.
Orders, prices, quotes: the morning’s flow entered in your ERP.
Quoting, orders, supply: your ERP kept up to date.
Orders, consignment notes, claims: from request to invoice.
Tenders, quotes, progress invoices: the office keeps pace with the site.
Documents, payroll, reviews: less chasing, more advice.
Restocking, product pages, customer service: online and in store.
Building and rental management: every request handled, every meeting prepared.
Show us a typical day: we show you what Glove would do with it, with the gain worked out.