Every morning you know exactly who to call today.
No searching, no admin pile, no missed signals. Onesurance lines up your top clients every morning — sorted by urgency and value — so you can get straight to what you do best: the conversation.
500 clients.
Who do you call today?
You want to call clients sooner — but who?
Clients who cancel — you would have called them earlier. Not because you didn't care, but because you didn't know who was about to leave.
With 500+ clients you can't remember everything
Everyone matters, but you can't call everyone at once. You need a clear view of who needs your attention most today.
Searching and admin keep you from clients
Looking up files, drafting emails, arranging follow-up. You know your time could be better spent — on real conversations with clients.
Life events fly past without a signal
A client who had a baby, bought a house, started a business. You had the perfect advice ready — if only you had known.
You run the conversation. Onesurance delivers the list.
Every night the platform scans your entire book of business. By 08:30 your action list is ready.
1. Book analysed
- Churn risk per client
- Growth potential scored
- Duty of care status updated
- CLV calculated
Every night. Automatically.
2. Your priority list
- Who needs attention today
- Why (churn, sales, duty of care)
- Conversation preparation ready
- Risk overview + recommendation
Every morning at 08:30.
3. Conversation prepared
- Client profile and history
- Cross-sell opportunities flagged
- Conversation brief generated
- Recommended policies with potential
Start calling.
Step 4: Follow-up automated — AI Agents reach out to clients via email or WhatsApp. You focus on who truly matters.
Less clicking. More client contact.
What runs for you. Every day.
Six modules analyse your book continuously. AI Agents execute. You work with the output.
Clients at risk of leaving
You see instantly which clients have churn risk — sorted by value. You call them before it is too late.
Clients with cross-sell opportunity
Life events, underinsurance and behavioural data point you to clients ready for an additional policy.
Duty of care gaps visible
See instantly which clients have a duty of care risk. Act proactively before the regulator flags it.
Which clients are worth the most
Net client value per relationship. Spend your time on clients who matter most.
Risks and policy gaps per client
Uncovered risks and upsell opportunities flagged automatically. Advice backed by data, not gut feeling.
Acquisition (Q2-2026)
New profitable clients in view. Market share and growth opportunities by segment, region and product category.
AI Agents handle the follow-up: personalised emails, reminders, documentation and reporting. You run the conversation — the agent handles the admin.
40% of your time goes to preparation. That becomes 0.
Commercial clients are complex: multiple risks, sector-specific knowledge, heavier duty of care. Today that costs hours of prep and years of experience. Three blockers Onesurance removes.
Preparation eats your time
30-40% of your day disappears into research, guidelines and file analysis. For every client, every time.
With AI: instant advisory profile per client.
Duty of care grows heavier every year
More risks, more regulation, more clients per adviser. Complexity keeps stacking.
With AI: risks surfaced and substantiated automatically.
Commercial expertise takes years
Commercial advice requires 3-5 years of experience per sector. Not scalable for a growing team.
With AI: sector knowledge from day one.
Every commercial meeting, substantively on point.
Three AI agents — before, during and after the meeting. Together they deliver the substantive foundation: per sector, per client, per meeting.
Research Agent
- Sector analysis per client
- Risk exposures identified
- Market data and benchmarks
- Competitive insight per sector
4,000+ sectors. Instantly available.
Conversation guide
- Personalised per client
- Urgency and commercial opportunities
- Recommended policies with potential
- Prevention requirements per sector
No preparation needed.
Advice report & follow-up
- Advice report generated automatically
- Coverage check per risk
- Duty of care substantiation built in
- Ready for your approval
No research after the fact.
What do your colleagues say?
"Thanks to the agent, advisers can spend their time on clients where it truly matters."
"It makes a huge difference when you only call clients who are actually relevant. It makes the work more enjoyable and more effective."
"In an advice meeting you don't want to search, you want to talk. Onesurance ensures I sit down prepared without an hour of prep work."
"The predictions create a sense of relevance for the team. They feel they are servicing the right client - and that is very motivating."
AI advises. You decide.
No black box, no automated actions without your approval. You always keep the reins.
Human override
Every action on your list is a suggestion, not an obligation. You choose who to call, when and how. You can skip, postpone or adjust any action.
Transparent scores
You see why a client is on your list: churn probability, CLV, life event or duty of care gap. No hidden logic.
Privacy safeguarded
Client data is processed in full GDPR compliance. All communications and advice are logged for duty of care accountability.
Onesurance doesn't replace you — it empowers you. It's the tool that makes every client feel like you were thinking of them. Exceeding expectations becomes the standard.
Ready to surprise your clients?
See what Onesurance does for your book of business.
Book a 30-minute demo. We will show you what your priority list looks like — based on your own data.
Book a demo →Want to introduce Onesurance to your organisation?
Share the leadership page with your manager — or ask us to get in touch directly. We will take it from there.
View leadership page →Operational within 3 weeks · Works with your existing systems · No extra cost for you as an adviser