Supervisor
Office oversight
It knows how your office is doing without you having to ask person by person.
Recorded demo
Watch it work.
This is what happens inside the system when you ask for something. Step by step, with example data.
Supervisor, is anything slipping through?
Querying your book…
- Flags emails, WhatsApp messages and calls that go wrong
- Spots users carrying too much work
- Points out stalled jobs and delays
- Allianz1.28403:12
- Mapfre9603:40
- AXA1204:05
- Reale61104:21
Three conversations gone wrong, two people overloaded and fourteen tasks stalled. Caught before nine.
What it does exactly
Supervisor, is anything slipping through?
It watches every communication and every task, person by person. When an email turns sour, when a WhatsApp has gone too long without a reply, when someone is overloaded or when a job has stalled, it tells you. Not to police anyone: so that you find out before the client tells you.
- Flags emails, WhatsApp messages and calls that go wrong
- Spots users carrying too much work
- Points out stalled jobs and delays
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
Supervisor 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