What shipped, and when.

Home opens on the week ahead — Monday to Sunday, weekend renewals included — with the day’s work 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.

Mark 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.

A ⌘K command palette that finds a client the moment you start typing their name — from anywhere in the app, no page-hunting.

Ask 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.

Each 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.

When a client’s registration matters, Aoibhe verifies it against the public register and flags anything amiss — a suspension, a restriction, a name that doesn’t match — before you rely on it.

A 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.

Delivery receipts land on the case timeline, so you can see a quote was actually delivered — not just sent.

Connect any web form to a Google Sheet and every submission lands as a new row on its own — no export, no copy-paste.

Outbound emails now carry attachments up to 10 MB, so a full policy document or quote pack goes out in one message.

When a task comes in, Aoibhe looks across everything else that client has going on — past quotes, renewals, unfinished paperwork, 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.

Every 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.

Your task queue and client book export in one click, so the numbers you see on screen are the numbers you can hand to anyone.

Bring your existing client and policy book across from common broker platforms — columns and dates mapped automatically, reviewed before anything is written.

A single button re-scans the whole book for renewals about to lapse and clients gone quiet — no waiting for the next cycle.

After hours, enquiries are answered and routed by the rules you set — claims and breakdowns go where they should, quotes get qualified, staff-only matters wait for staff.

Style the confirmation a client sees after submitting a form — your own wording, formatting and links, not a generic “thanks”.

A task marks itself done when the matter is resolved, and springs back to life the moment a client replies — so nothing quietly falls through.

Drag together the fields you need, or hand us an existing PDF or Word form and get a working draft back.

Every form gets its own branded page you can share by link or QR — your logo, your colours, your domain.

Upload a CSV or Excel export and Aoibhe maps it into structured client records — reviewed before anything is saved.

A client who replies days later picks up the same thread and the same open task, instead of starting from scratch.

Chained statutory obligations — like renewal notices anchored to a renewal date — are resolved automatically, surfaced early, and the notice drafted for a broker to approve.

A 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.