Nothing gets forgotten
Every record is reviewed against the same criteria, without depending on one person's memory.
Simulated flow: follow-ups and tracking
Follow-ups and tracking
From a portfolio of records to a prioritised follow-up plan: the system identifies what deserves a follow-up, proposes the channel and the message, and leaves the decision to act to a human.
Fictional company · Cime Assurances SA · Corporate insurance brokerage — SMEs, French-speaking Switzerland
01Records
02Triage
03Recommendation
04Follow-up
Step 01
Pending records
The system reads this portfolio to identify the records that deserve a follow-up.
01
Company — LAA/LPP renewal
Renewal offer sent
No reply for 11 days
02
Prospect — Professional liability cover
Initial conversation held
No follow-up for 18 days
03
Company — Claim in progress
File submitted to the insurer
Awaiting insurer
04
Prospect — Vehicle fleet
Quote sent
Decision pending (~2 wks)
05
Company — Active multi-risk contract
Contract active, nothing to flag
Review in 6 months
06
Prospect — Business interruption cover
Quote declined
Quote declined
Demo: no message is sent, no task is created.
Step 02
Triage
Waiting for the analysis
Click “Detect follow-ups” to start the flow.
Step 03
Recommendation
Waiting for the analysis
Click “Detect follow-ups” to start the flow.
Step 04
Message & follow-up
Waiting for the analysis
Click “Detect follow-ups” to start the flow.
What this flow represents in a real company
The right channel, at the right time
The follow-up fits the record's situation, rather than being sent by default.
Nothing goes out without validation
The system prepares and prioritises; sending and creating tasks stay a human decision.
Test this flow on your own records?
Share the type of records to track and the signals that matter to you. We will get back to you via info@zustsystems.ch.
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