Communication in one place
A request comes in, is recognized, matched to the right client, and enriched with context, ready for approval.
Productivity
One inbox for your entire brokerage.
Email, WhatsApp, calls, documents and meetings arrive in one place - automatically sorted, matched to the right customer and enriched with full context, before anyone has to go looking for it.
Posteingang···
Angebotsanfrage Cyber - Fischer GmbH2 Min
Rückfrage Deckung - M. Meier8 Min
Rückruf Schaden - Nova Gastro14 Min
Police PDF - Meyer Transport GmbH1 Std
Antrag Cyber - Vertex Digital GmbH2 Std
Kontext geladen
Vorgang erstellt
Aufgabe zugewiesen
KI-Entwurf bereit
Follow-up an Underwriting
Communication, context and tasks - finally in one place.
Context from every tool
History, policy data, and communication sit right next to every message, no need to check other systems.
Tailored drafts in seconds
Replies are already pre-drafted, not a blank page - the employee reviews instead of writing from scratch.
Automatic follow-ups
Open requests with clients or insurers are tracked automatically, no one has to remember who to follow up with.
Tasks distributed automatically
Nothing gets lost when someone is out or on vacation - the team automatically keeps working on the right case.
One case, visible to everyone
No knowledge stuck in one person's head. Every case stays visible to the team, based on roles and permissions.
Impact, measured in numbers.
3 hrs
Average productivity gain per employee / day
4 Sec.
Latency - answers in real time, no waiting on the AI.
73 %
of AI reply suggestions are sent unchanged
See the impact of Modus in your brokerage.
See Modus liveWhat the Modus Inbox handles in practice.
Modus Inbox···
E-Mail7
WhatsApp3
Telefon
Dokumente99+
Meetings
Every channel, one inbox
Captures every channel - email, WhatsApp, phone, documents, meetings - with no system migration.
Neue Anfrage···
Adressänderung · ADEO GmbH
Kunde: ADEO GmbHFall #4471-C
In Teilaufgaben zerlegt
Police prüfen
Versicherer informieren
Bestätigung senden
Automatically structured & matched
Reads incoming requests automatically, matches them to customer and case, and breaks them down into subtasks.
MMKontext geladen
Max Müller
Kunde seit 2021
Verträge
Privathaftpflicht
Hausrat XL
Historie
Schaden reguliert
Beratung Vorsorge
Full context next to every message
History, policy data and prior communication across your entire system landscape, with no back-and-forth.
Antwortentwurf···
KI-Entwurf
Vorschlagen
AI reply drafts
Automatically creates cases and tasks with AI-generated drafts, a complete communication suite with AI reply suggestions.
Follow-ups···
Angebot Cyber · Vertexin 2 TagenAuto
Rückfrage Deckung · MüllermorgenAuto
Police-Versand · MeyerheuteAuto
Automatic follow-ups
Tracks open customer and insurer replies on its own and follows up automatically.
Geteilter Case···
MKSLJD+2 im Team
InnendienstAußendienstGeschäftsführung
Klare Rollen & Berechtigungen pro Vorgang
Built for teams
Shared cases, reminders, clear roles and permissions. Everyone on the team instantly sees what's due and who's responsible.
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.
Our entire team works in the Modus Inbox.
„Our entire day runs through the Modus Inbox - every request lands automatically on the right case, with the full context right beside it. We handle significantly more cases with the same team, and we've grown without a single outbound call."
Johann
Co-founder & Head of Data and IT
2 hrs
less administrative work each day
Communication, context from your entire tool stack, tasks - finally in one place for the whole team.
Questions about the Modus Inbox.
Email, WhatsApp, phone, documents and meetings all come together in one inbox - regardless of which channel a request comes in through. No system migration is needed; your existing channels stay exactly as they are.
No. Modus layers on top of your existing stack instead of replacing it. Email mailboxes and telephony stay in place - the Inbox just brings communication together in one place and writes results straight back into the broker management system.
Every incoming message is automatically read, matched to the right customer and case, and enriched with context from history, policy data and prior communication - across your entire tool stack. No one has to check the broker management system or ask colleagues anymore.
Yes. The Inbox is built for teams: shared cases, clear roles and permissions, reminders and automatic task distribution. If someone is out or on vacation, the team automatically keeps working on the right case - no case disappears into a personal mailbox.