AI Broker / Aoibhe · Back-office actions
Walsh & Sons Insurance · Dublin 4
01 — Appointment booked

Tue 14 Mar · 14:00

Aoibhe scheduled this inside your lead window. Calendar invite sent. Slot held for 24h pending broker confirmation.

Confirmation · bk_4f72e Confirmed
14/03
Tuesday afternoon
14:00–14:30 · 30 min consult · Mary Walsh
Client
Aoibhe O'Sullivan · verified existing client
Topic
Motor renewal · 2019 Skoda Octavia
Channel
Phone · 087 412 8839
Pre-read
Broker task summary attached
Sent
Calendar invite · transcript on request
Verified Two-phase identity check passed: masked match on name + email, confirmed with date of birth and eircode. Previous policy on file: motor-renewal-2024-09.pdf.
02 — Documents classified

Uploads tagged.

Aoibhe classifies each upload by semantic type with a confidence score. Anything below 0.7 routes to a broker for manual review — never auto-filed.

PDF
no-claims-cert-axa.pdf
5 pages · uploaded 02:18 · Aoibhe O'Sullivan
No-claims certificate
0.96
PDF
licence-front.pdf
1 page · uploaded 02:19
Driving licence · front
0.94
JPG
vrc-191D29481.jpg
image · uploaded 02:21
Vehicle Registration Cert
0.89
PDF
prev-policy-bound.pdf
12 pages · uploaded 02:24
Broker review required
0.62
Routed prev-policy-bound.pdf scored below the 0.70 confidence threshold. Aoibhe stopped auto-classification and flagged the document for Mary to confirm before it's filed against the policy.