01
Customer memory & AI CRM
Structure meeting, voice and text records into background, needs and actions.
01AI sales intelligence · Insurance
From customer understanding to forward motion.
Turn every customer interaction into a clear, continuous and executable sales opportunity.
Human-led · AI-assisted
Sales intelligence workspaceContext ready
Today’s client flow
01Customer memoryUpdated
02Needs and prioritiesReady
03Conversation anglePrepared
04Next-step messageDrafted
Next step
Follow-up is ready.
Summary, message draft and reminder remain visible for review.
01
Record
02
Analyse
03
Prepare
04
Follow up
The operating problem
Important context should not disappear between meetings.
Sales teams often hold customer history, needs, documents and follow-up across separate notes and channels. The workspace turns those fragments into customer memory, decision preparation and a visible next step.
02One connected workflow
Six capabilities. One customer memory.
02
Interest research
Prepare timely conversation angles around a customer’s interests—not only products.
03
Needs & gap analysis
Bring goals and existing arrangements together to clarify priorities for discussion.
04
Documents & visual content
Turn complex information into material that is easier to review and explain.
05
Follow-up management
Prepare summaries, message drafts, reminders and suggestions for the next meeting.
06
Prospecting intelligence
Use market signals and defined criteria to identify potential conversations and opening angles.
Built for high-trust selling
The system carries context. The adviser carries the relationship.
Work in the field
Insurance sales workspace
Olivia Assist
A focused implementation of the sales-intelligence workflow for insurance advisers and teams. It brings daily preparation, customer context, administration and follow-up into one working environment.
03From individual effort to team capability
Less repeated administration
Centralise notes, preparation and routine content work.
More consistent follow-up
Give every interaction a summary, owner and next step.
Experience becomes an asset
Retain useful language, content and process inside a controlled knowledge base.
Clearer operating visibility
See customer stage, team rhythm and forward movement.
The boundary
AI prepares. People remain accountable.
The platform organises, analyses and drafts. Content remains reviewable, permissions remain manageable, and licensed advice, suitability assessment and the customer relationship remain with the professional team.