With Wildix x‑bees and Wilma AI, delivered by Anywhere Cloud, Moriarty Insurance has reduced post‑call administration from around 30 minutes to 5–10 minutes per client, created more comprehensive records and given advisers more time to focus on advice
Moriarty is an insurance brokerage in Liverpool offering tailored cover, expert advice and reliable protection for individuals and businesses. It helps clients understand their personal and commercial insurance options and choose protection suited to their circumstances. Every recommendation depends on a detailed understanding of the client’s needs and a clear record of the conversation.
When Every Advice Call Adds 30 Minutes of Administration
For Moriarty Insurance, delivering good advice meant balancing the client conversation with a substantial amount of documentation.
Before adopting x-bees, the brokerage used a basic telephone system that recorded calls but left advisers to capture the details manually. During each consultation, they entered answers into an online form while keeping separate notes on another screen. They had to balance understanding the client’s circumstances with explaining insurance options and recording information accurately.
Advice calls typically lasted 30–60 minutes, followed by around 30 minutes of administration per client. Advisers needed to write up the discussion, explain the reasons for their recommendation, update the CRM and insurance provider’s system, and prepare follow-up emails. Across several consultations a day, this placed a considerable demand on their time.
The quality of those records was equally important. An omitted medical condition or misunderstood answer could affect a client’s cover and create financial exposure for the brokerage. Questions about advice can also arise long after a policy has been arranged.
Moriarty wanted a more efficient way to document conversations while preserving the detail required to support clients, review recommendations and respond confidently to future enquiries.
x‑bees and Wilma make our day-to-day work so much easier, helping us create comprehensive client notes and prepare follow‑up emails quickly. That gives us more time to focus on our clients and the advice we provide, while keeping us fully in control.
Joe Rice
Insurance Broker, Moriarty Insurance
More Time for Advice, Without Compromising the Detail
Moriarty Insurance partnered with Anywhere Cloud, a Wildix Gold Plus Partner, to introduce Wildix x‑bees, using Revenue Intelligence and Wilma AI to simplify the work surrounding each advice call.
After a consultation, the adviser uses a preset prompt to generate comprehensive notes from the conversation. These cover the client’s circumstances, medical history, any vulnerabilities discussed and the reasons for recommending a particular product. The initial notes are generated in around 30 seconds, providing a detailed starting point for the client file.
Wilma AI also drafts follow-up emails based on the actions agreed during the call. Advisers review the notes and messages, check important details and make any necessary corrections before using them. This keeps professional judgement and personal oversight at the centre of the process.
Anywhere Cloud’s hands‑on service has played an important role in adapting the solution to Moriarty’s needs. Lee McCann and Wayne Lester worked closely with the brokerage to understand its assessment process and tailor Revenue Intelligence highlights to its requirements. These highlights help the team identify potentially missed questions or omitted information and return to the recording when a point needs checking.
By working directly with the people using the platform, Anywhere Cloud helped turn its capabilities into a practical part of Moriarty’s daily workflow. The relationship has continued beyond implementation, with Anywhere Cloud supporting refinements and helping the brokerage explore further opportunities as its needs develop.
The solution also gives compliance colleagues a fuller picture of each client before they listen to the recording. They continue to review full calls, with more extensive supporting notes helping them understand the circumstances and advice provided.
We've worked with Lee and Wayne to get our highlights custom-tailored to our business so that it can pick up if any questions get missed or if anything gets omitted.
Joe Rice
Insurance Broker, Moriarty Insurance
Greater Confidence and Room to Grow
With x-bees and Wilma AI in place, Moriarty has reduced post-call administration from around 30 minutes to 5–10 minutes per client. Based on these reported timings, this represents a 67–83% reduction, saving 20–25 minutes after each advice call.
That time creates more capacity for client conversations and advisory work. Preparing notes and follow‑up messages is quicker, while the resulting files contain more extensive information about the client’s situation and the reasons behind the recommendation.
Accessing past conversations has also become easier. In one example, Joe used Ask Wilma AI to locate a client’s call from a few identifying details when the name had been misspelt in another file. This makes it easier to retrieve relevant information when the team needs to revisit a discussion or respond to an enquiry.
The improvements are helping Moriarty prepare for growth, with a more efficient workflow providing a foundation for supporting additional clients.
Anywhere Cloud continues to support this development. Together, the teams are exploring a further phase of Wilma AI automation to contact leads, qualify enquiries and book appointments into advisers’ diaries. The aim is to make the journey from initial enquiry to consultation more efficient and give advisers more time to focus on clients.
Moriarty now benefits from faster administration, richer client records and easier access to information, supported by an ongoing partnership with Anywhere Cloud that helps the business get more value from its communications platform.
With x‑bees and Wilma AI, we’ve reduced post-call administration from around 30 minutes to just 5–10 minutes per client, with comprehensive notes generated in around 30 seconds. That gives us more time to focus on our clients and deliver the right advice, while keeping us fully in control. Anywhere Cloud have been fantastic to work with; they have taken the time to understand our business and tailor the solution to our needs.
Joe Rice
Insurance Broker, Moriarty Insurance
Requirements
- Reduce time spent on post-call notes, system updates and follow‑up emails.
- Capture detailed client circumstances and the rationale behind recommendations.
- Support compliance reviews with comprehensive records and accessible call recordings.
- Retrieve past conversations quickly when responding to client enquiries.
- Increase adviser capacity to support more clients while maintaining service quality.
Value Gained
- Greater advisory capacity: Up to 83% less post-call administration, freeing 20–25 minutes per client call for advice and relationship building.
- Faster client follow-up: Comprehensive initial notes generated in around 30 seconds, alongside personalised follow‑up email drafts.
- Stronger client records: More detailed, accessible documentation supports compliance reviews and confident responses to future enquiries.
- Expert partnership: Anywhere Cloud's tailored implementation and ongoing support turn the platform’s capabilities into practical business value.
- Capacity for growth: More efficient workflows help Moriarty serve additional clients and provide a foundation for further automation.
The solution has been provided by the Wildix Partner
- Anywhere Cloud
- Brunswick House, Brunswick Way, Liverpool L3 4BN
- sales@anywherecloud.ai
- +44 333 8800440
- anywherecloud.ai
