What’s New

1. Aoibhe in the Claude Connectors Directory

   Integrations

   Aoibhe is now listed in Claude’s Connectors Directory. Search for Aoibhe in Claude, or press Connect on the Claude card in Connections, and approve with two factor sign in.

   • Read only, as before. Aoibhe answers from your book and cannot change, send or delete anything.
   • Setup, example questions and troubleshooting are on the Developers page, and the privacy notice now covers what passes through Claude and ChatGPT.

2. The New Dashboard

   Tasks

   A cleaner dashboard is ready alongside the one you know. Try it from the banner at the top and switch back to classic whenever you like.

   • Mail Aoibhe could not match waits in Not matched. Confirm her suggestion, pick another client, create a new one or mark it not a client, and undo if you change your mind.
   • Archived tasks have their own view, with the reason each was archived and a one click restore.
   • Export the task list as it is filtered on screen, and upload a document from Tasks without choosing a client first.
   • On a renewal you see the note left at last year’s renewal before you start.
   • Ask Aoibhe from any page with the button in the corner or ⌘J.
   • A strip across the top tells you when a mailbox needs reconnecting.

3. HubSpot Integration

   Integrations

   Connect HubSpot from Connections and client details stay in sync when either side changes.

   • On connect, Aoibhe matches HubSpot contacts and companies to your clients by exact email or phone. You decide on any match it is unsure about.
   • If both sides changed the same detail, nothing is overwritten and the choice waits for you in Needs you.
   • A new HubSpot contact arrives as an enquiry for you to review. It is not added to your book as a client.
   • Calls, messages and tasks in Aoibhe appear on the HubSpot record as short notes. A HubSpot filter on the client timeline shows what synced.
   • If HubSpot is disconnected, you get an email within minutes.

4. Light CRM

   Clients

   Keep everything about a client in one place without a separate CRM.

   • The Timeline tab lists emails, WhatsApp messages, forms, tasks, policy changes and follow-ups in date order. Overview shows the five latest.
   • Log a phone call, including who you spoke to.
   • Set a follow-up from the client header. It appears on your Calendar, in Needs you and in the evening email, and turns red when overdue.
   • Tag clients, filter by tag or follow-up, save a filter as a segment, and tag or set follow-ups for several clients at once.
   • Export matches the view you are on. Two people tagging the same client do not overwrite each other.
   • Automated notification emails no longer create clients.

5. Reminder Times in Ask Aoibhe

   Copilot

   Ask Aoibhe to remind you at 10am on Monday and the reminder is set for 10am Irish time on that day, as the client’s follow-up. It does not book a callback with the client.

6. Quote Filing Fixes

   Quotes

   Quotes you send, and quotes for new clients, are now filed correctly.

   • A quote emailed from your own mailbox shows the insurer from the quote slip and the date it went out, with premium, limit, excess and validity.
   • Quoting someone insured elsewhere opens a new quote, with their current cover end as the date cover is needed by. It no longer opens a renewal on your book.

7. Large Email Handling

   Email

   Large or unusual emails are handled the same as any other.

   • An email with several large PDFs arrives with its message, all its files and a summary.
   • Scans, images and spreadsheets are checked for text aimed at Aoibhe, and a locked PDF is marked as protected.

8. Task Page Enhancements

   Tasks

   The task page shows only what needs your decision.

   • Points that need a decision use plain field names, and values that already agree are left out.
   • A case lists only its own client’s work, even when insurer reference codes are shared.
   • The page opens faster, and the controls fit the screen on a phone.

9. Contact Matching Fixes

   Clients

   A new person writing from an existing client’s email domain is no longer added to that client automatically. Your office number is also no longer saved as a client’s phone.

10. Web Chat Replies

    Compliance

    Aoibhe holds back a website chat reply only when it breaks a rule, so a simple question such as an address gets a reply instead of a hand-off. Anyone who asks for a person, in any wording or language and at any point in the chat, reaches a broker.

11. Inbox Cleanup

    Email

    Aoibhe’s own alert emails no longer appear in the inbox as if a client sent them. Threads where the client wrote last are back in Needs you.

12. Connector Sign-in Fix

    Integrations

    Signing in with a two-factor code no longer disconnects the Claude or ChatGPT connection, so there is nothing to reconnect afterwards.

13. PDF Safety Checks

    Security

    PDFs uploaded to a conversation are checked for text aimed at Aoibhe. If a document tries to give her instructions, she treats the text as content and does not act on it.

14. Unreadable File Notices

    Documents

    A password protected file is now flagged on the task, so you know to ask for an unlocked copy. Logos and signature images are set aside.

15. Private Ask Aoibhe Chats

    Security

    Each broker sees only their own Ask Aoibhe conversations. Owners and compliance roles can still review them in Evidence.

16. Document Router

    Documents

    Schedules, certificates, quotes and letters are sorted page by page and read by the right reader, with no setting to turn on. Reprocess now reads each document again on its own.

17. Insurer Quote Capture Fix

    Quotes

    Quotes sent as PDF or Word now come back with the insurer and premium filled in, including when the insurer name starts with “The”.

18. Save Confirmation Fix

    Copilot

    If a save does not go through, Aoibhe tells you and hands it back instead of saying it is done. She also no longer asks the same question twice.

19. Client Disclosures

    New business

    A new business case shows the client’s disclosures on one card, and an invite opens with the details you already have filled in.

20. Claude and ChatGPT Connector Enhancements

    Integrations

    You can now ask about your highest value client, what is renewing next month, what needs you today, the latest form submissions, a client’s documents, insurer replies in the inbox, open claims, or what happened on a client this week. Answers come from your own book, and the connection is read only.

21. Clarifying Questions

    Copilot

    When you ask for form submissions and have several forms, Aoibhe offers a short numbered choice. Reply with the number and the conversation carries on. In ChatGPT, one chat stays one Aoibhe conversation.

22. Form Count Fix

    Forms

    The submission count on each form now matches the list behind it, and each submission shows what the person wrote.

23. External Text Safeguards

    Security

    Emails, form answers, file names and client messages are marked as outside content before Aoibhe reads them, so instructions hidden inside them are ignored.

24. Sent Reply Tracking

    Email

    Mail you send from your own mailbox now reads as you, including from a second address. A thread you have answered stops asking for a reply, and Aoibhe no longer drafts an answer to a question you already handled.

25. Latest Message Drafts

    Tasks

    Each new message on a thread, from the client, the insurer or you, refreshes Aoibhe’s summary of the thread and her suggested next step. Urgent now gives a reason, such as cover ending within two days.

26. Document Reading Enhancements

    Documents

    Files that fail to read are retried and say why if they still fail. Identical copies are merged, and signature images and mail security files are set aside.

27. Renewal Terms Fix

    Renewals

    A renewal quote or notice describes next year, so it no longer changes the current policy record. When a policy is missing, you can create it from the renewal notice, with all fields shown and editable before anything is saved.

28. Claude and ChatGPT Connector

    Integrations

    Connect Claude or ChatGPT to Aoibhe and ask about your clients, policies, renewals and tasks from the assistant you already use. Answers come from your own book, the connection is read only, and approving it takes a fresh two-factor code.

29. Home and Motor Intake Enhancements

    Intake

    Intake for home and motor enquiries now asks more questions before the enquiry reaches a broker, so there is more to work with and fewer follow-up messages.

30. Renewal Workflow

    Renewals

    Aoibhe now handles a renewal from when it enters your renewal window until the deadline, pulling documents and tracking each step. You choose how far ahead the window opens for your book.

31. New Business Tracking

    New business

    A new business enquiry now moves through its own tracked stages. Pre-contract obligations and the inception invoice are part of the case.

32. Policy Reader

    Documents

    Upload a policy document and Aoibhe extracts the key facts (sums insured, premium, cover dates) onto the client record for a broker to check and promote. Accuracy keeps improving.

33. Document Questions in Ask Aoibhe

    Copilot

    Drop a document into the copilot and ask questions about it. Book-wide questions, such as which policies renew this month, still work as before.

34. Client Merge

    Clients

    When a client has two records, a broker can merge them from the client page. History from both records carries over, and the broker reviews the merge before it is final.

35. Photo Document Upload

    Documents

    A photographed document can now be opened and viewed on the task even when its text cannot be extracted, so it no longer gets stuck.

36. Required Two-Factor Login

    Security

    All accounts now require a second factor to sign in, in addition to the password.

37. Document Templates

    Documents

    Upload a template once and Aoibhe maps the fields and generates documents from it. Edits are versioned, and regulatory wording is matched to your line of business.

38. Morning Digest

    Home

    Aoibhe sends one daily digest of everything due instead of a separate email for each deadline. It now renders correctly in more email clients.

39. Renewals Redesign

    Renewals

    The renewals workspace was redesigned with a full activity history per case. Deadlines clear once the related work is done, and the flow works on a phone.

40. Task to Client Links

    Clients

    Each task now links to the client it belongs to. Drafts, policy documents and facts are attached to the client as the work happens.

41. Vehicle and Company Lookups

    Integrations

    Send a vehicle registration or company name and Aoibhe looks it up with MotorCheck or the Companies Registration Office and attaches the result to the enquiry.

42. Mailbox Connections

    Integrations

    Besides Gmail and Outlook, you can now connect any IMAP or SMTP mailbox as a channel.

43. Weekly Diary

    Home

    Home opens on the week ahead, Monday to Sunday with weekend renewals included, and the day’s work is ordered by urgency. On a quiet day it lists the clients worth chasing.

44. One-Click Renewals

    Renewals

    Mark a renewal as renewed, lapsed or moved elsewhere from the row, with an undo if you misclick. Renewed carries the new term forward as its own policy, and a transfer keeps the old history attached.

45. Client Search

    Search

    A ⌘K command palette finds a client as you type their name, from anywhere in the app.

46. Bulk Book Updates

    Copilot

    Ask the copilot to correct a field across all matching policies. It shows which records it will change and updates them only after you approve.

47. Guided Tasks

    Tasks

    Each task follows three steps: check the facts, approve the reply, close it out. The draft is written and the relevant documents are at hand at each step.

48. Registration Checks

    Compliance

    When a client’s registration matters, Aoibhe checks it against the public register and flags problems such as a suspension, a restriction or a name that does not match.

49. Case Handling

    Intake

    A new enquiry moves through its own stages as insurers reply. Aoibhe reads each reply, advances the case and drafts the next reply for your approval.

50. Quote Delivery Proof

    Intake

    Delivery receipts appear on the case timeline, so you can see that a quote was delivered as well as sent.

51. Google Sheets Export

    Forms

    Connect a web form to a Google Sheet and each submission is added as a new row, with no export or copy-paste.

52. Larger Attachments

    Email

    Outbound emails can now carry attachments up to 10 MB, so a full policy document or quote pack goes out in one message.

53. Client History Insights

    Intelligence

    When a task comes in, Aoibhe looks at the client’s other activity, including past quotes, renewals, unfinished paperwork and contradictions, and shows a plain-English summary on the task: what connects, what is still open and what to check before you act. The copilot answers from the same summary.

54. Form Auto-Replies

    Intake

    Web forms can now send an immediate branded acknowledgement in your own words. The client’s reply is added to the same conversation.

55. CSV and Excel Export

    Book

    Export your task queue and client book in one click. The export matches what you see on screen.

56. Smart Importer

    Book

    Bring your client and policy book across from common broker platforms. Columns and dates are mapped automatically and reviewed before anything is written.

57. Book Sweep

    Radar

    One button re-scans the whole book for renewals about to lapse and clients who have gone quiet, without waiting for the next cycle.

58. WhatsApp Out-of-Hours

    Channels

    After hours, enquiries are answered and routed by the rules you set. Claims and breakdowns go to the right place, quotes are qualified, and staff-only matters wait for staff.

59. Rich-Text Thank-You Messages

    Forms

    Style the confirmation a client sees after submitting a form, with your own wording, formatting and links.

60. Automatic Task Status

    Tasks

    A task marks itself done when the matter is resolved and reopens when the client replies.

61. Form Builder

    Forms

    Add the fields you need, or upload an existing PDF or Word form to get a working draft back.

62. Hosted Form Pages

    Forms

    Each form gets its own branded page, shareable by link or QR code, with your logo, colours and domain.

63. Spreadsheet Import

    Book

    Upload a CSV or Excel export and Aoibhe maps it into client records, reviewed before anything is saved.

64. Conversation Continuity

    Channels

    A client who replies days later continues the same thread and open task.

65. Regulatory Deadlines

    Compliance

    Chained statutory obligations, such as renewal notices tied to a renewal date, are worked out automatically and shown early, with the notice drafted for a broker to approve.

66. Ask Aoibhe

    Copilot

    A broker copilot that answers from your own data, such as which policies renew this month, where the firm is exposed and what you did for a similar risk.

More releases cover intake lines, compliance rules, channels and copilot skills.