The claims history has not arrived, the policy schedule is still waiting to be read, and the renewal meeting is on Thursday. Roona drafts the document follow-up in your Outlook drafts, writes the cover summary in your template, each cover with its page, and highlights the policies whose premium jumps at renewal. Roona never prices a risk and never decides on cover: the advice and the placement stay yours.
A broking firm lives on advice and on placing risk, not on missing paperwork. Between files to complete, documents to chase, cover summaries to write and renewal meetings to prepare, admin eats the day. Roona takes that share back in Outlook, Word and Excel, from your own templates and the policies you upload, quoting the document and the page. Roona never prices a risk, never decides on cover and never rules on a claim: the advice, the placement and the decision stay with the broker and the insurer.
The follow-up ready in your drafts, each document named with the reason for it. Nothing goes out without you.
Covers, limits and deductibles extracted, each one with its document and its page. The advice stays yours.
The answer quotes the clause and the page of the policy wording. Roona never rules on a claim.
An assistant that hands back a finished file in your own template: follow-up and reply as drafts in Outlook, cover summary in your Word styles, portfolio highlighted in Excel, every cover quoted with its document and its page. Roona writes and formats; the advice stays yours.
No, never. Roona calculates no premium, selects no cover and chooses no insurer. Roona extracts what your policies say, with the page, and prepares your writing. Pricing belongs to the insurer, the advice and the placement to the broker.
No. Roona never says whether a claim is covered, nor what should be paid. Roona finds the clause, the exclusion or the deductible that applies and quotes it, clause and page, so that you decide with the facts in front of you.
Yes. Upload the wordings and the schedules to the client memory and ask your questions: limits, deductibles, exclusions, notification periods, with the clause and the page in the answer. You check at the source.
No. Roona works from the policies you upload and quotes the document and the page. What is not in your files is not in the summary. Roona is neither a comparison engine nor a database of policies.
No, never. Roona gives no score, ranks and assesses no person, and serves no client selection. The European AI regulation places those uses among the high-risk cases: Roona stays an assistant for writing and for document search.
Yes. Encrypted in your browser, hosted in Europe, separated by client, never used to train a model. The account can be erased, GDPR is respected, and the list of sub-processors is provided on request.
Yes. Record the meeting, up to two hours, or dictate your notes on the way out. Roona turns it into a note in your template: needs expressed, documents to request, points to review, next steps. The advice you gave is still yours to record.
Sixty days before, Roona brings together the policy in force, the covers, the premium movement and the points to review, in a pack in your template. You arrive at the meeting with the material ready; the recommendation and the placement stay yours.
Yes. The firm memory is organised in spaces, one per client if you want, with separate rights. The Enterprise plan, on request and priced per seat, adds the accounts, shared credits, roles and an audit log.
20 € excl. VAT per month and per account, no commitment: the assistant, the document memory, the file generators, the Office add-ins and the Studio, 100 credits a month. A 14-day trial, no card details.