The problem
Your growth is running smoothly.
Your processes are slowing you down.
01
Every message becomes work
Emails and WhatsApp messages create tasks and force your team to switch between multiple systems.
02
High mental pressure
Complex processes and compliance requirements increase the cognitive load in daily work life.
03
Growth requires more staff
More customers mean more operational work and often lead to additional staffing needs.
04
Too much time spent on administration
Administrative tasks take up a large portion of the time that should actually be used for generating revenue.
How it works
A flexible infrastructure.
With Modus, for the first time, a system is being created that does not just manage information, but actively executes operational work.
Smart draft replies
Responses that take the entire context into account
Use cases
AI automates the work that holds your team up every day.
Service
Damage report
With mode
E-mail is automatically detected → process created → prioritized → clerk assigned → deadline set → insurer notified
Without mode
Email or WhatsApp from the customer → internal forwarding via email → coordination of queries between customer and insurer via WhatsApp and email → delayed entry in the MVP → no deadline monitoring
Sales
Preparation of quotation
With mode
Request is automatically structured → risk data extracted → missing information identified → tasks created → preparation for quotation automated
Without mode
Inquiry via email or phone → Risk data is recorded manually → Follow-up questions via email/phone → Data transferred to comparison calculator → Coordination via multiple tools
Annual reports
Contract extension
With mode
Renewal automatically detected → prioritized → tasks created → customer contact prepared → deadlines and potentials in view
Without mode
Extension becomes visible in the MVP or via email → no clear prioritization → customer is contacted late → adjustments remain unused
Service
Customer Inquiries & Contract Information
With mode
WhatsApp message is automatically recognized → Inquiry understood → Relevant contract data mapped → Reply draft created → Process and To Dos automatically created
Without mode
Customer inquiry arrives via WhatsApp → Information must be searched manually in the MVP or documents → Answer is formulated separately → No documentation in the system
Security
Maximum data security for demanding insurance brokers
Every work step is documented in a comprehensible manner and remains transparent and verifiable at all times.
All processes are absolutely compliant with data protection regulations in accordance with the strict guidelines of the GDPR.
Hosting in Germany according to the highest local security standards.