Case Study · Operation

How Versuro scales its back office with Modus

A case study with Versuro. A growing broker network.

2 hrs.

less admin per day

35%

fewer follow-up questions within the team

25%

more time for consultation

Industry

Digital insurance broker, focus on commercial

Size

Growing network of affiliated brokers

In use

Modus, the AI-native operating system

Versuro grew faster than the back office

Today, Versuro connects a growing network of affiliated brokers. With this growth, the operational burden in the back office increased significantly.

Growth was never the problem. The operational burden behind it was. With growth came the typical growing pains:

increasing service requests

fragmented tools

manual post-processing

growing pressure on SLAs and customer satisfaction

80%

of working hours was spent on administration, not on consulting or sales.

Every message went through the same manual process

Each employee received more than 1,000 incoming emails and sent more than 100 outgoing messages weekly.

Read

→

Understand

→

Map

→

into the MVP

→

Document

Growth, more admin, more staff

More growth automatically meant more administrative work. Every task was indispensable, yet created no direct value and tied up capacity that was sorely needed for consulting and sales. Versuro was hitting a clear limit.

So Versuro tackled the root of the problem: three structural levers

Versuro switched to an AI-native operating system: Modus. Operational control remains completely with the broker. The AI makes no decisions. It structures information, prepares processes, and provides transparent and traceable support.

Universal Inbox

All incoming information, whether emails, documents, WhatsApp messages, telephone notes, internal chats, or data from MVP, CRM, and to-do managers, converges centrally, is automatically understood, and is converted into concrete tasks. Policies, claims reports, or inquiries land directly in the correct process and the matching customer context.

1.5 hours less back office per day

Seamless processes

Before: opening emails, transferring information, switching to the MVP, entering data twice. Today, email, MVP, and platform are fully synchronized. No system switches, no duplicate data entry, no loss of information. This is how a seamless workflow is created.

A seamless workflow instead of switching systems

AI-powered automation

Automatically generated email drafts, smart follow-ups, context-based reminders, preliminary document checks, and the automatic creation of processes and tasks based on recognized content. Incoming emails are directly assigned to the correct customer and created as a structured process.

10 min. less per email, 8 hours per month

A real process, step by step

Example address change. A process that occurs daily in every brokerage office and shows what changes in concrete terms in everyday life.

Inbox · Customer Email

"Hello, we have moved. Please update our address for all active contracts. New address: Musterstraße 12, 10115 Berlin."

Classic · before

5 to 25 min.

Read email, search for customer in the MVP, find the affected contracts, change the address in each contract, write confirmation, document the process.

With mode · today

1 to 2 min.

Modus detects the address change transaction type and automatically assigns the email to the correct customer and their contracts.

It creates a structured process with task, responsibility, and priority.

It creates a draft response with the new address. The employee reviews and sends it.

With so many connected brokers, our mornings used to consist mostly of sorting: who wants what, and which process belongs where. Today, most of it is already assigned, and no one on the team has to start from scratch with every email anymore.

Backoffice Team · Versuro

Operating time became revenue-generating time

Administration has not disappeared. However, it no longer dictates the day. The system continuously learns: with every processed transaction, it improves assignments, task logics, and suggestions, adapting to the workflow of the respective broker.

For us, it was never about simply hiring more people, but ensuring that each new agent doesn't automatically mean more manual work. Today, we support more partners with the same team, and the time we save is invested in expanding the network.

Johann, Co-founder & Head of Data and IT, Versuro

More Sales and Consulting

+25%

more time for personal customer consultation and new customer acquisition. The time saved flowed directly into consulting and sales.

Scaling without proportional recruitment

In the past, growth was accompanied by additional hiring. Today, it is based on higher efficiency per employee. Versuro was able to increase business volume without increasing team size to the same extent.