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WeGroup AI Assistant

di WeGroup

Manage your clients and get instant AI-powered context inside Outlook.

Built for insurance brokers and advisers using WeGroup. This add-in brings your key workflows right next to every email. Work faster with direct visibility into the client, policy, and claim — and take action without switching applications.

  • Work in context: View client details, active policies, and open claims right beside the email.

  • Act instantly: Add notes, create tasks, and start quotes or claims directly from Outlook.

  • Smart assistance: Use AI to summarise emails, extract key data, and suggest next steps.

  • Email linking: Attach conversations to the right files in WeGroup for a complete history.

  • Secure: Enterprise SSO and modern authentication following Office add-in best practices.

  • Universal: Works with Outlook on the web, Windows, and Mac.

Funzionalità dell'app

Quando questa app viene usata,
  • Può inviare dati tramite Internet
  • Questa app può leggere o modificare il contenuto di qualsiasi elemento presente nella cassetta postale e creare nuovi elementi. Può accedere alle informazioni personali, ad esempio corpo del messaggio, oggetto, mittente, destinatari o allegati, incluse in qualsiasi messaggio o elemento del calendario. Consulta l'informativa sulla privacy dello sviluppatore per maggiori dettagli su come vengono gestite ed elaborate le informazioni personali.

In uno sguardo

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