For intermediaries

More time for the customer. Less time in tabs.

For every advisor who wants to claw back time from admin and keep grip on their portfolio. A client view that updates itself and Smart Buddy inside Outlook work from the first advisor onwards; larger offices add a customer portal and group-wide insight. The larger the office, the larger the payoff.

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Adfiz-members use WeGroup.

Outlook · Inbox

Peter Jansen

From: p.jansen@gmail.com

09:42

Re: Home insurance renewal for Jansen

Hi Anna, my home insurance is up for renewal next month. We added an extension to the living room last year, do I need to update anything?

replyReplyforwardForward

WeGroup Smart Buddy

Client intent

Update policy after home extension

Peter & Linda Jansen

3 policies · €2,840 premium

Reviewed 14 mo ago2 life events since

Coverage gap detected

Living-room extension 24m² · replacement value +€52k

Next best action

These intermediaries already work with WeGroup

Sound familiar?

A dozen tabs open, half a day in real client conversations.

The CRM, the comparator, the risk tool, the source system, Outlook, an Excel of life events. The advisor juggles them all. The client view ages between touchpoints. Clients expect a digital front door. And 30% of the workday leaks into duplicate entry.

A dozen tabs open per client

CRM, comparator, source system, Outlook, Excel. Every incoming mail starts with a lookup before any reply. Client context is missing where the advisor already works.

Client view ages between touchpoints

Advisors key client data into advice, into the comparator, again into the source system. Without an always-on mechanism the client view ages unnoticed and opportunities slip.

No data-driven flagging on the portfolio

Risks and opportunities stay invisible between advice events. 72% of advisors rank active portfolio management as #1 priority, but without an analytics layer it stays as intention.

Clients expect a digital front door

24/7 access to policies, claims and mutations: the same standard banks and major e-commerce platforms set. Building your own portal is expensive and fragments fast; the client picks whoever ships it first.

How WeGroup solves this

One workspace. From inside Outlook. With the tools you already know.

Three layers on top of your existing stack. Time back for advice, fewer screens to remember, everything from inside the mailbox where the advisor already is.

01 · Intelligence

A client view that updates itself and surfaces the opportunities for you.

Three sub-layers that keep your portfolio alive. The relation scan captures the risk situation at intake, active maintenance keeps the client view fresh, and the analytics layer flags life events, underinsurance and coverage gaps before the advisor has to spot them.

Relation scan: digital intake flow with document extraction and data enrichment via RDW, KvK and BAG.
Active maintenance: always-on mechanism that periodically pulls fresh data from the client; the client view stays current without manual work.
Proactive portfolio management: life events, underinsurance and coverage gaps are flagged at client level; advisor sees who needs follow-up this week.

Portfolio insight

autorenewActive maintenance · yearly cycle

analytics

147 relations under review

Client% FilledGapsNext scanAction

De Vries, L.

92%

check_circle0Feb '26Monitor

Akkerman B.V.

58%

flag4May '26Coverage too low

Bakker, M.

88%

warning1Jul '26Send travel quote

Jansen, P.

72%

warning2Sep '26Switch to HomePlus

Groene Tuin BV

95%

check_circle0Nov '25Confirm renewal

5 of 147

80%+ 50-80% < 50%

02 · Distribution

A digital front door for your clients.

Clients expect 24/7 insight and self-service like they get from banks and major e-commerce platforms. The customer portal delivers that in your branding, plugs straight into ANVA or DIAS and takes repetitive work off the advisor. The client adds their own policies, missing risks become immediately visible.

Customer portal in your branding: policy overview, claims and mutations on one screen for the end client.
Self-service NAW and coverage mutations directly to ANVA or DIAS, no advisor in the middle.
Client adds external policies themselves; the top-5 missing risks surface automatically on the advisor screen.

person

Customer self-service

1edit_documentInventory by link
2compareCompare in portal
3drawClose digitally

support_agent

Advisor-led

1forumConversation
2fact_checkAdvice & review
3verifiedClose together

One data, one policy, one flow.

The advisor steps in when complexity calls.

03 · Efficiency

30% productivity gain, no change-management.

Smart Buddy pulls client context, policy data and the next advisory step the moment a client email arrives. Mail threads are summarised, smart actions start with a single click, and the advisor stays in the Outlook they already know. Adoption in weeks, not quarters.

Client context, policies and risks surfaced automatically on every incoming email.
Smart actions: start a quote, push a mutation or generate a report with one click from the mailbox.
30% productivity gain without change-management; CRM logging into the source system as a by-product.

shield_person

Klantdossier op orde

Vastlegging · Jan de Vries

Jan

edit_note

Documenten geëxtraheerd

Jan

edit_note

Externe databronnen opgehaald

Jan

forum

Zakelijke risicoanalyse

Jan

description

Adviesrapportage

Feb

description

Offertes gedeeld

Apr

flag

Update bedrijfsgegevens

Vanuit KvK

Sep

task_alt

Actief onderhoud

Okt

edit_note

Vraag via Smart Buddy

Sep

task_alt

Actief onderhoud

Customer case · Mevas

Specialist advice at industry scale.

Mevas is a specialist intermediary for the Dutch metal industry. Around thirty people serve a portfolio that demands deep risk insight, prevention support and structured beheer of existing relations. Their CRM is eBlinqx.

WeGroup is the advice and risk-analysis layer that sits on top of eBlinqx. Portfolio data flows in from eBlinqx, advice and follow-up tasks flow back. Both prospects and active relations get the same structured analysis, at 4,000 scans a year.

IntermediarySpecialistNL

“WeGroup moved us forward in a short period of time. Their advice tool enables us to report the risks and needs of SMEs in the metal sector in detail and send them out efficiently, which has significantly improved our service.”

Jesse Korver, Team Lead Communication & IT, Mevas

4,000

risk scans / year

~30 FTE

specialist intermediary

eBlinqx

integrated end-to-end

Read the full case

Fits your stack

Works with what you have. No year-long migration.

WeGroup plugs into the systems you already know. ANVA, DIAS, Assu, SIVI messaging. Adfiz-aligned where it matters, open otherwise.

Standard connections on the source systems that run the Dutch intermediary landscape.

Adoption by your team

Advisors adopt what makes their work lighter.

Our pattern: offices that go live with Smart Buddy see adoption in weeks, not quarters. Advisors don't have to change their habits.

Live in days, not months, with your own clients pre-loaded.
Advisors work from Outlook, not a new screen.
Phased onboarding, office by office, with a champion from the team.

Working from a different role? Jump to your context.

For MGAs

Loss ratio and active-management evidence every quarter, without manual pulls.

View

For service providers

Multi-label, multi-country, multi-tenant. Instead of maintaining your own stack.

View

For international groups

One operating platform across every buy-and-build. Not ten integration projects.

View

For insurers

Distribution feedback and portfolio insight across your full intermediary channel.

View

Frequently asked

For intermediaries · short answers to what colleagues ask up front.

Which type of office is this built for?

Any intermediary office where the advisor swivels between Outlook, the policy admin and the comparison tool, small or large. The more advisors, the bigger the payoff. WeGroup brings client context to the advisor instead of sending the advisor between tools.

What is the Smart Buddy exactly?

An AI assistant inside Outlook that shows the right client, active policies and open tasks the moment the advisor opens an email. No new tool, just grip regained.

Does it work with DIAS, ANVA or eBlinqx?

Yes, all three are live. For a DIAS office WeGroup brings client context into Outlook; for an ANVA office WeGroup runs advice and write-back; for an eBlinqx office the risk scan launches straight from eBlinqx.

How long does an implementation take for a small office?

You are live in a matter of days. Create an account, connect your CRM, install the Smart Buddy in your Outlook; we synchronise the data and you are ready to go.

What about commission and billing?

Commission and billing flows stay inside your policy admin. WeGroup doesn't touch financial flows; we add advice, distribution and client contact.

What is duty of care (zorgplicht), and how does WeGroup support it?

Zorgplicht is the advisor's legal duty of care under the Dutch Wft: giving suitable advice and keeping the client file current. WeGroup supports it by giving every advisor one uniform way of working and following clients up in the portfolio so their data stays current, with advice conversations and reports stored against the client file. It supports your duty of care; it does not replace your compliance process or guarantee compliance.

Plan a call

See your own portfolio in the platform.

30 minutes. We load a snapshot of your portfolio into a test environment, and you see your own clients, policies and review moments in the product, before you commit to anything.

Plan a call Request the broker brief

Or email us directly at hello@wegroup.ai