One move is three systems.
An email with an attachment belongs in the client file, the status at the insurer in your package, and someone copies it across by hand. Bombos finds the right client file and puts it in front of you; after your approval the email sits there. After three months, you no longer have to retype anything to know which client file an email belongs to.
Works with SharePoint, ANVA, CCS, Convect and your own file and client systems.
The situations in this niche.
- Email into the client file for insurance, bookkeeping and homeowners associationsHow does email filing put every email and attachment in the right file?Every email in the right file, while your team does more.
- Email into the client file for insurance, bookkeeping and homeowners associationsHow do you get a follow up email ready the same day for the missing attachment or policy number?No file left waiting for one missing item.
- Email into the client file for insurance, bookkeeping and homeowners associationsHow do you answer "what is the status of my claim" in one line when the status sits in the package, the email and the insurer's extranet?Every status answer is ready for you to send.
- Email into the client file for insurance, bookkeeping and homeowners associationsHow do you do meeting prep for a client without five minutes of scrolling?Every client meeting prepared, without searching for yourself.
More work with the same team.
An email in the right client file is a start. This is about something bigger. Your office is growing, but you do not want your headcount to grow with it. With Bombos, your team does more work, of a higher quality, with the same people because the searching and retyping disappear.
We guide your team through the first task. Then your people work with Bombos every day and naturally learn how to use AI along the way. Nobody needs to be technical. Before long, your team can set up new workflows with Bombos, from answering status questions to preparing for client meetings. Your organization becomes more effective with AI, without having to come back to us.
What Bombos does, in three steps
It reads what comes in
An email, a message, a photo or a PDF: Bombos reads it, looks up the client and the details in the systems you already have, and sees what is missing.
It drafts the work, you approve it
The proposal sits on one list with the reasoning next to it. You read it, adjust it and approve. Only then is anything sent, booked or filed.
It remembers what you decide
Every correction becomes the rule for next time. Once a kind of task has gone well for a while, you hand it over step by step, and you check the log afterwards.
Nothing leaves without your approval.
Bombos reads what comes in and gets it ready; sending, booking or finishing only happens after someone at your company has pressed Approve, and that limit is always on. Only Bombos can switch it off, at your explicit request and at your own risk. For every step you can read back afterwards what happened and why. For the work inside your own office, such as looking things up, checking and getting things ready, you decide how much Bombos does in advance; messages to customers and payments always wait for your approval, and every part can be switched off on its own.