Annual reviews, professional interviews, work on savings capacity...

Use case #01

Helping a Client Clarify Savings Capacity

The Situation: A client asks for a “financial checkup.” Behind the vague request lies a real need: better understanding of their investment capacity, risk exposure, and future planning. But with scattered data and no overview, it’s hard to move forward.

Use case #02

First Meeting & Prospecting

The Situation: While canvassing in a rural area, an insurance intermediary meets a couple of farmers. The conversation is friendly—but complex. Their personal and professional assets overlap. Marital status, health, succession—all are on the table.

Use case #03

Interaction with Self-Employed Clients

The Situation: A small business owner and his partner in life book a meeting to review their income protection. They’re self-employed, manage employees, and carry multiple responsibilities—the conversation could easily go off track without the right structure.

Use case #04

Annual Review with a Individual Client

The Situation: A client stops by the agency to update their home insurance after moving. On the surface, it’s a routine visit—until one detail stands out: the client recently had a baby, but the child isn’t covered by any personal accident insurance.

Agent Testimonials

“With DutyAdvisor, I finally have a clear view of my clients and my portfolio. I can prioritize my work, secure every meeting, and feel more confident in meeting my advisory obligations.”

General Agent, Global Insurance Carrier

“What I value most is the efficiency. I save time, I’m more structured, and I can quickly spot unmet needs. It strengthens both client trust and commercial performance.”

— Independent Agent, Regional Brokerage

Employee Testimonials

“The tool is super intuitive. Everything is clear and logical. I didn’t need heavy training—I just started using it right away to prep and follow up on client meetings.”

Account Manager, major national network

“The admin relief is huge. Summaries are auto-saved, recaps are clear, and follow-ups are visible. I feel like I’m finally not missing anything—it’s a big comfort.”

Client Service Representative, General Agency

“Before, I spent way too much time searching for info or retyping data. Now it’s smooth: intuitive navigation, centralized info, and you can enrich files as you go. Big time saver.”

Sales Assistant, Independent Office