Let Dagny do the work.
Dagny
Today 08:12
Can you put the new opening hours on the site? 7 to 15 from Monday.
Delivered
Konnerud Forsikringsmegling
Mon to Fri 07:00 to 15:00
Preview with the new hours
- Not live yet
Here is the site with the new hours. Go live with it?
You08:12
@Dagny We need a proper website. The old one is from 2016.
Dagnyapp08:31
Have a look on your phone. Anything you would say differently?
Konnerud Forsikringsmegling
Website, ready for review
- Home, services, projects, contact
- Live on your domain when you say so
Message #dagny
Dagny
online
Today
We do heat pump service now. Can that go on the site?08:12 ✓✓
Konnerud Forsikringsmegling
Heat pump service page
- What it covers and what it costs
- Your certificate, shown
- Linked from the front page and Google
Page is live. Want it in the Google profile too?08:31
What a website needs 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
A page for each line of cover
Make a page for property, liability, fleet, cyber and personal cover. Business owners search for the cover they need, not for a broker.
- 02
The sectors you serve
Show the sectors you work with, such as transport, construction or retail. A haulier wants a broker who knows haulage.
- 03
How a broker works for the client
Explain that you act for the client and get offers from several insurers. Say how you earn your money, by fee or by commission.
- 04
Your broker licence
Show your licence and the public register where clients can check it. Trust matters when a client hands you all their policies.
- 05
What to do after a loss
Write a short page on the first steps after a loss and how to reach you. Clients look for it on the worst day of their year.
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.
Open when you are not.
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
