Before the meeting
The lead is researched, relevant products are identified, and the pitch and agenda are ready. The employee goes into the conversation prepared, instead of pulling it all together themselves.
Advisory & Appointments
Fully prepared for the meeting, no rework afterward.
Modus researches the lead, prepares the agenda and pitch, and afterwards automatically turns the conversation into documented next steps.
Erstberatung · Nova Gastro
Transkript · automatisch protokolliert
Lead recherchiert
Agenda & Pitch vorbereitet
Gespräch transkribiert
Nächste Schritte · automatisch abgeleitet
Angebot anfordernFollow-up-MailNächster Call
Lead recherchiert
Beratungsprotokoll
Every conversation prepared, every outcome documented.
During the meeting
The employee focuses on the conversation. Modus listens in the background and transcribes automatically - no one has to take notes on the side.
After the meeting
The conversation is automatically transcribed, and the next steps - quote request, follow-up, next conversation - are derived. No manual follow-up needed.
Impact, measured in numbers.
2x
more revenue per employee across the entire brokerage
100 %
of conversations automatically documented
3x
higher likelihood of a successful close
See the impact of Modus in your brokerage.
See Modus liveWhat Modus handles in practice.
Meeting-Vorbereitung···
NGrecherchiert
Nova Gastro GmbH
Gastronomie · 45 Mitarbeitende
Passende Produkte
BetriebshaftpflichtInhaltsversicherungbAV
Pre-sales & meeting prep
Researches the lead, identifies fitting products and prepares the pitch for the conversation - before the meeting starts.
Agenda · Erstgespräch···
1Status-quo & Bedarf
2Deckungslücken im Betrieb
3Angebot & nächste Schritte
Pitch auf den Lead zugeschnitten
Agenda tailored to the lead
Creates a fitting agenda for the initial conversation, geared to needs, coverage gaps and the next sensible steps.
Live-TranskriptAufnahme
B
Berater
K
Kunde
B
Berater
Automatic transcription
Transcribes the conversation as it happens - the employee can focus fully on the customer instead of taking minutes on the side.
Nächste Schritte···
Angebot anfordern · CyberabgeleitetAuto
Follow-up-Mail an Kundein 3 TagenAuto
Nächster Call terminiertkommende WocheAuto
Aus dem Transkript · keine manuelle Nachbereitung
Next steps & follow-up
Derives clear next steps from the transcript - quote request, follow-up, next call - and uses the same context the Inbox and Risk Intake have already gathered.
One customer portal. Self-service for complete relief.
Every customer sees their risks, contracts, claims and communication in a branded customer portal. Self-service calculators, comparison and application flows resolve most requests right in the portal — freeing up more and more time for the cases that really need advice.
Daily, live in the field.
Time for the client, not the paperwork.
„I go into every meeting prepared and have nothing to rework afterwards - the conversation is transcribed, the next steps are set. That leaves time for the customer instead of the documentation around it."
Johann
Co-founder & Head of Data and IT
35 %
fewer follow-up questions from clients outbound
Walk into every conversation prepared. Walk out with nothing left to do.
Questions about advisory & appointments.
Modus listens in the background and automatically turns the conversation into a searchable transcript. From it, the agent derives the next steps directly - quote request, follow-up or next call. The employee doesn't have to take notes during the meeting or type anything up afterwards.
Both. Whether it's an in-person meeting or a video call - Modus prepares the lead beforehand, transcribes the conversation and then turns it into documented next steps. The flow stays the same, regardless of the meeting format.
The transcript and the derived next steps flow directly into the customer's context - the same one the Inbox and the Risk Intake part are already collecting. Nothing gets lost, and no one has to pull the information together again later. The next case starts with full context.
Yes. Modus works human-in-the-loop: research, agenda and pitch are suggestions the employee can review, add to or rearrange before the meeting. You go into the conversation with preparation that fits you and the customer - not with a rigid standard agenda.