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, specifically 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.
Automated Classification According to BiPRO Standard
Each email is structured according to insurance-specific categories. This way, you keep track, even with a high volume of emails.
Automatically create processes
When a new request is detected, Afori automatically creates a new process – including all relevant information and documents.
Keep an Eye on Tasks and Deadlines
Afori identifies action items and deadlines directly from the email and adds them to your task list.
Direct AI Support
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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ProClient Integration
Available
Your ProClient – enhanced by AI automation.
Afori connects directly with your brokerage management system ProClient and brings all relevant customer data, contracts, and documents into the Afori sidebar. This allows you to work faster, more structured, and with fewer manual steps.
What You Can Do
Quickly Find and Display Customers
Search directly in the Afori sidebar for any customer from ProClient and see all relevant data at a glance.
Direct access to customer information
Each customer is divided into three clear areas:
Details: Personal information and contact details
Contracts: All insurance contracts and policies with detailed view
Documents: All stored ProClient documents readily available
Automatic Customer Linking
When a new email arrives, Afori automatically searches ProClient for the matching customer and links emails, attachments, and processes. No manual matching needed anymore.
Especially powerful in combination with Outlook
The ProClient integration unleashes its full potential in conjunction with the Afori Outlook sidebar. This way, you work in a seamless process – from receiving emails to case management and saving in ProClient.
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Benefits of Our Integrations
Seamless connection to your most important tools and systems.
All Your Tools Work Together
No more switching back and forth between different applications. Afori connects everything in one place.
Work in Your Familiar Environment
Keep your trusted systems and processes. Afori adapts to you, not the other way around.
More Efficiency Through Automation
Data is automatically synchronized and workflows are optimized. This saves time and reduces errors.
