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Current Plan
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Trial Days Left
0 / 0
Monthly usage
0
Campaigns
0
Emails Generated
0%
Success Rate
Campaign history
Recent processing sessions for this brokerage account.
| Date | Company | Language | Processed | Drafts | Errors | Status |
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Drop your two files
One file with unpaid records, one file with customer contact details.
This version accepts official AXA, Vivium, Aedes and Baloise unpaid exports and a customer contact listing in CSV or Excel format.
Pre-flight validation
Smart processing in progress
Preparing files…
0%
Processing report
Summary of matches and Gmail drafts to prepare.
| Compagnie | Total | Brouillons prêts | À vérifier | Nb lignes |
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Emails validés
Ces communications sont prêtes et peuvent être générées en brouillons Gmail.
| Company | Client | Policy | Product | Amount | Status | Reason | Actions |
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Montants à 0,00 €, mis de côté
Ces lignes sont exclues de la génération Gmail pour éviter d’envoyer une relance inutile.
À vérifier, mis de côté
Ces lignes ne seront pas envoyées vers Gmail. Corrigez-les, validez-les ou supprimez-les pour les traiter plus tard.
La génération Gmail utilise uniquement les communications prêtes.
Generating your email previews
Broker AI is preparing personalized reminders for your ready-to-process records.
Email preview
Review the generated emails and select the drafts you want to create.
Processing complete
All reminders have been generated and are available in Gmail Drafts.
Company profile
These details will be sent to n8n/OpenAI and used to personalize the reminder emails.
For now, paste a logo URL. Supabase Storage upload can be added in the next step.