Smart Records — AI client CRM for insurance agents
Smart Records is Olivia's AI client CRM for insurance agents. Describe a client in natural language and Olivia auto-logs the structured data into your Google Sheets — names, phone, birthday, marital status, children, preferences, follow-ups, expenses, and policy renewals.
How it works
- 1Tell Olivia about a client in plain language — voice, text, or pasted chat.
- 2Olivia extracts structured fields and writes them to your Google Sheets.
- 3The heartbeat reminds you of overdue follow-ups and upcoming birthdays.
Olivia supports AIA, Manulife, Prudential, FWD, Sun Life, HSBC, China Life, and BOC products in Hong Kong. Olivia is used by agents across Hong Kong, Singapore, Taiwan, and Malaysia.
Frequently asked questions
Where is my client data stored?
In your own Google Sheets. Olivia writes to sheets you own — you keep full control and can revoke access at any time.
Can teams share client records?
Yes. On the Team plan, agency owners can share a master sheet across their team with role-based access.
Does Smart Records track renewals?
Yes. Smart Records tracks policy renewal dates and the heartbeat reminds you in advance.