Outlook sidebar
Available
Work with emails faster, smarter, and directly in your familiar environment.
The Afori Outlook sidebar integrates seamlessly into Microsoft Outlook – both in the desktop and web versions. It connects your daily email communication with the full power of Afori AI, specially trained for the needs of insurance brokers.
Installation is simple via the Outlook App Store and is completed in just a few minutes.
What you can do with the Afori Outlook sidebar
Analyse & organise emails
Afori automatically detects incoming emails, analyses content and attachments in real time, and assigns them to the appropriate customer or case.
Automatic classification according to the BiPRO standard
Each email is structured according to insurance-specific categories. This helps you keep an overview, even with a high volume of emails.
Create cases automatically
When a new request is recognised, Afori automatically creates a new case – including all relevant information and documents.
Keep track of tasks and deadlines
Afori identifies required actions and dates directly from the email and adds them to your task list.
Direct AI assistance
Ask your personal AI assistant directly in the email context: for example about the right customer, a contract detail or a document summary.
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AMS
VEMA
FiRST CRM
ProClient
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Benefits of our MVP integrations
Your broker management software – with AI automation at a new level.
Automatic customer recognition
As soon as a new email arrives, Afori recognises the sender, searches your MVP and immediately shows you all relevant customer data directly in the Outlook sidebar. Contracts, documents, contact details – everything is there before you’ve even finished reading the email.
AI-assisted claims reporting
Afori reads incoming claims emails, automatically extracts all relevant information – type of claim, date, affected policy, description – and pre-fills the claims notification in your MVP. You check it, add anything needed and save. What used to take minutes is done in seconds.
An end-to-end process
From the first email to the final filing in your MVP: Afori keeps everything together—and turns individual tools into a real workflow. This lets you work faster, more structured, and with significantly fewer manual steps in your familiar environment.
