Elias, l’assistant IA d’Assurevo : questions métier, analyse d’appels et rédaction assistée.
Elias est l’assistant IA intégré à Assurevo. Entraîné sur les métiers du courtage et de la gestion de patrimoine, il connaît vos données et répond en langage naturel, partout dans l’application.
Demandez par exemple : “Quels clients ont un profil investisseur qui expire ce mois-ci ?” ou “Prépare-moi la synthèse du dossier Martin avant mon rendez-vous”. Elias interroge vos données et répond avec les liens vers les fiches concernées.
Elias IA : analyse des commissions et création d'un contact à la voix
Vos appels passés via la téléphonie intégrée sont transcrits et résumés automatiquement : points clés, engagements pris, prochaines actions. Le compte rendu est rangé dans la timeline du client.
Elias rédige vos e-mails de suivi, comptes rendus de rendez-vous et messages de relance à partir du contexte du dossier. Vous relisez, ajustez et envoyez : le ton reste le vôtre.
Données et RGPDLes échanges avec Elias restent au sein de votre espace cabinet. Vos données ne sont jamais utilisées pour entraîner des modèles externes.
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