How Sachexperte gains an extra hour a day for client advice with Afori
Greater efficiency in the back office, more time for client advice. Sachexperte uses the Afori Outlook Sidebar to significantly reduce its administrative workload.
About Sachexperte
Sachexperte GmbH & Co. KG is an owner-managed insurance brokerage focused on small and medium-sized real estate businesses, as well as private households and property management.
For these target groups, Sachexperte acts as an external insurance partner, building tailored, viable solutions for each risk situation. The aim: to support clients like an in-house insurance department, whether private or commercial.
With more than 450 satisfied clients and over 2,000 managed policies, the responsibility in the back office is steadily growing. For a small team in particular, this means administrative processes must be efficiently organised to maintain high standards of client advice.
The starting point
Despite strong growth, the working day was dominated by typical busywork.
A flood of emails and documents
Every day, numerous messages and documents arrive. Until now, each one had to be manually reviewed, understood and assigned.
Repetitive standard tasks
Downloading policies, filing them in the broker management system, documenting enquiries: tasks that are essential but don't directly create value.
Lengthy processes with insurers
Claims or policy changes often take months to process, tying up a lot of resources.
A brake on growth
The heavy back-office workload left little room for additional client meetings or winning new mandates.
The solution with Afori
With the introduction of the Afori Outlook Sidebar, Sachexperte's workflow has become significantly leaner.
Automated inbox
Content from emails (such as policies, claims notifications and enquiries from insurers) is automatically recognised and turned into structured tasks.
Seamless integration
Afori runs directly in Outlook and is connected to the broker management system. No system change, no duplicate data entry.
Automated day-to-day business
Reminders, follow-ups and standard replies are generated with AI support. Documents are reviewed, and relevant information is shown directly in the process.
Industry-specific intelligence
The platform understands the language and processes of the insurance industry, so no lengthy training is needed.
Results in practice
Together, the team introduced Afori into [the relevant workflow]. By connecting [documents, policy wording knowledge or client context] with a practical, AI-powered process, the team could focus more on advice and decisions.
Less back-office work
Routine tasks run largely automatically. The team saves an average of one hour a day.
Better client experience
Enquiries are answered faster, and processes are thoroughly documented.
More focus on clients
Instead of working through the inbox late into the evening, there is time for advice meetings and building client relationships.
Growth potential
Even as a small brokerage, Sachexperte can handle more business and continue to grow.
