PV (in)visible
All of PV by WhatsApp and voice
Swap the keyboard and the screen for a WhatsApp message. The whole program, without opening it.
Recorded demo
Watch it work.
This is what happens inside the system when you ask for something. Step by step, with example data.
Send me this month’s book over WhatsApp
Querying your book…
- Any report or list, asked for over WhatsApp
- Answers around the clock, by voice and email too
- No need to know how to drive the software
Any report, any list, the details of a client, a policy, a premium or a claim, where you stand with an insurer or an agent, the month’s book, a repetitive task, sending documents to a client, targets, campaigns and collection runs.
All of PV within reach of a WhatsApp. It answers around the clock and there is nothing to learn.
What it does exactly
Send me this month’s book over WhatsApp
Any report, any list, the details of a client, a policy, a premium or a claim, where you stand with an insurer or an agent, the month’s book, a repetitive task, sending documents to a client, targets, campaigns and collection runs. All of it, by typing a WhatsApp or speaking on the phone. Without learning to drive the software.
- Any report or list, asked for over WhatsApp
- Answers around the clock, by voice and email too
- No need to know how to drive the software
How it does it
- 01
It understands what you ask
It reads the request in your own language and works out which data it needs and where in the system to go.
- 02
It queries with your permissions
It enters your database as one more user, with the same limits, and leaves an audit trail of every query.
- 03
It acts and records
The work happens inside PV: it creates, writes, quotes or downloads. Everything is logged on the right record.
- 04
It calls you when needed
If something falls outside the rules you set, it stops and asks before going any further.
Where it lives inside PV
This is how it looks in PV
Watch the full video
PV (in)visible watch it work.
Video in preparation
This is where the real recording goes, with the agent working on a demonstration book.
Want it running in your brokerage?
We will show it to you with your own book, in a 45-minute demo.
Request a demo