Done before you wake up.
Dagny
While you slept
- Enquiry answered23:40Bathroom in Konnerud. Offered Thursday.When it happens
- Review answered02:10Five stars from Anne. Thanked her.When it happens
- Quiet quote followed up05:30Berg, no reply since Tuesday.Weekly
- CRM updated06:00Two new contacts, one job marked won.Daily
- Morning brief06:30Three jobs today. One quote waiting on you.Daily
Connected to the tools you already use.
Gmail
Outlook
Google Calendar
Google Drive
Google Sheets
Excel
Word
Google Business Profile
WhatsApp
Teams
Slack
Facebook
Instagram
Stripe- And thousands more.
Let Dagny do the work.
Dagny
Today 08:12
Can you add fleet insurance to the site? We cover it from January.
Delivered
Konnerud Forsikringsmegling
Fleet insurance, from January
Preview with the new service
- Not live yet
Here is the site with the new page. Go live with it?
You08:12
@Dagny We can review ten more business policies before year end.
Dagnyapp08:31
Drafts are in your inbox. Change the tone and I will redo both.
Policy reviews before year end, taking shape
- A LinkedIn post
- An email to the twelve renewing in December
- Two drafts to review by Friday
Message #dagny
Moen Transport, tomorrow 10:00Inbox
You08:12
Can you prep me for the Moen Transport renewal tomorrow?
Dagny08:31
to me
Brief is in the thread. Want the price list attached?
Moen Transport, tomorrow 10:00
- Fleet policy renews 1 December, 186 000 kr
- Two claims this year, both settled
- Open question: cover for the new trailer
What Dagny does for insurance brokers.
An insurance broker's year runs on renewal dates. Each renewal means a review with the client, offers from the insurers and a clear summary. Between renewals come claims questions and requests for new cover.
Dagny writes the emails around that work. It never judges cover or recommends a policy. You approve each message, and you give the advice.
- 01
Start each renewal in good time
Dagny reads the renewal dates from your CRM, such as HubSpot or Pipedrive. A set number of weeks before each date, it drafts an email to the client. The email asks what changed this year: new vehicles, new staff or new premises.
- 02
Prep the renewal meeting
Before you meet the client, Dagny reads the year's emails with that client. The brief lists the current policies, the claims this year and the questions the client asked. You walk in with the whole year on one page.
- 03
Reply to clients about a claim
A client with a flooded warehouse or a stolen van wants a fast answer. Dagny replies with the claim steps you have agreed and the contact at the insurer. It never says if the policy covers the claim. That answer comes from you.
- 04
Follow up quotes for new cover
A business that asked for a quote may put the decision off for weeks. Dagny keeps track of open quotes and writes a short follow-up after the days you choose. Nothing goes to the prospect until you say yes.
- 05
Tell clients about a new line you broker
When you start to offer a new line, such as cyber or fleet cover, Dagny makes a page for it. It also writes a Mailchimp email to the clients you pick. The page and the email describe the cover and leave the advice to you.
Dagny learns your services, your tone, and how you like things done.
Then gets on with it, where you already are.
- Slack
- iMessage
- Teams
- Web
- iOS
Never miss dinner again.
Your rules. Dagny's work.
Tell Dagny once what it may do on its own and what needs your OK. Routine work runs. Anything new waits for you.
Book a demo
You, in chatFrom now on, ask me before you book anything on a Friday.Rules
Rules Dagny must always follow
Autonomy
- Answer booking and price questions on your own.
- Follow up quotes after three days without a reply.
- Ask me before any quote over 50 000 kr.
- Ask me before booking anything on a Friday.New
Questions.
New to AI? Start here.
How do insurance brokers find new business clients?
Many come through referrals from accountants, lawyers and happy clients. A clear site with a page for each line of cover helps too. Dagny writes those pages and follows up open quotes for you.
What should an insurance broker have on their website?
Give each line of cover a page, and name the sectors you serve. Explain how you earn your money, and show your licence. Add a page on what to do after a loss. Dagny makes and updates these pages.
Can AI help an insurance broker with renewals?
Yes, with the emails and the prep. Dagny drafts the renewal email, asks the client what changed and writes a brief before the meeting. It gives no advice on cover, and you approve every message.
How can insurance brokers use AI?
The easiest way is to hand the everyday admin to an AI that already knows the business. For insurance brokers, Dagny answers new enquiries, follows up quotes and keeps the website current, in Slack, iMessage, WhatsApp or email. Tell it "We can review ten more business policies before year end." and it comes back with a LinkedIn post, an email to the twelve renewing in December and two drafts to review by Friday.
What can Dagny automate for insurance brokers?
The work that repeats every week: replies to enquiries, quote follow-ups, review requests, the Monday numbers, your Google profile and your website. And the prep: ask "Can you prep me for the Moen Transport renewal tomorrow?" and Dagny writes a brief with what was agreed and what is still open. Anything you ask for twice can be saved as an automation.
How much does Dagny cost for insurance brokers?
You start free with $100 in credits and no credit card. Starter is $20 a month and Human in the loop is $750 a month. No contract, cancel any time.
Do I need to change my tools?
No. Dagny connects to the tools you already use, like Gmail, Outlook, Google Calendar, Google Business Profile, Excel and Stripe, and works in the channels you are already in. Nothing to migrate, and you choose what Dagny can see.
Does Dagny send things without asking?
No. Dagny drafts, you approve, Dagny sends. Ask "Can you add fleet insurance to the site? We cover it from January." and Dagny replies "Here is the site with the new page. Go live with it?" Nothing goes live until you say yes.
