How Sachexperte Gains an Extra Hour per Day for Client Advisory with Afori
Back-office Automation
4 min
Greater efficiency in the back office, more time for client advice - Sachexperte uses the Afori Outlook Sidebar to significantly reduce administrative workload.
less back office effort per day
faster to a personalized email draft
productivity gain through practical AI application
About Sachexperte
Sachexperte GmbH & Co. KG is an owner-managed insurance brokerage focused on small and medium-sized enterprises related to real estate, as well as private households and property management.
Within these target groups, Sachexperte acts as an external insurance partner: tailored, viable concepts for each risk situation are at the centre. The aim: to support customers like an in-house insurance department – whether private or commercial.
With over 450 satisfied customers and more than 2,000 managed contracts, the responsibility in the back office is steadily growing. Especially for a small team, this means that administrative processes must be efficiently organized to maintain the high quality standards in customer consulting.
The Initial Situation
Despite strong growth, the working day was characterised by typical busywork.
Email and Document Flood
Every day, numerous messages and documents arrive – each one had to be manually reviewed, understood, and assigned up to now.
Repetitive Standard Tasks
Download policies, file them in the MVP system, document inquiries – tasks that are essential but do not contribute directly to value creation.
Lengthy Processes with Insurers
Claims or contract amendments often take months to process. Taking up a lot of resources.
Growth Brake
The high effort in the back office left little room for additional client appointments or the acquisition of new mandates.
The solution with Afori
With the introduction of the Afori Outlook Sidebar, the workflow of Sachexperte has been significantly streamlined:
Automated Inbox
Content from emails (e.g. policies, claims notifications, inquiries from insurers) is automatically recognized and converted into structured tasks.
Seamless Integration
Afori runs directly in Outlook and is connected to the MVP system – no system change, no duplicate data entry.
Automated Daily Business
Reminders, follow-ups, and standard responses are generated with AI support. Documents are reviewed, and relevant information is displayed directly in the process.
Industry-specific Intelligence
The platform understands the language and processes of the insurance industry, which means no lengthy training is required.
Results in Practice
The Afori Outlook sidebar has clearly made our everyday work easier. Routine tasks are almost done automatically – and we have more time to take care of our customers.
Ludwig Meierin, founder and managing director
Sachexperte GmbH & Co. KG