MagDo

MagDo is built for insurance advisors and puts an AI insurance advisor, Miss.M, in your pocket. In client meetings, Miss.M listens, thinks and prompts in real time so you say the right thing, the compliant way. Outside meetings, Miss.M looks up products, clients and your schedule, turning every conversation into a record, a takeaway and a next step. Miss.M, your AI insurance advisor Miss.M knows insurance products and sales situations. Ask by text or voice to look up products, compare plans, check client profiles, create client records or schedule meetings, and pull public web information for meeting prep. Miss.M only drafts and suggests; anything written to a client profile or sent out is confirmed by you first. Real-time insurance sales suggestions During a meeting, MagDo records and transcribes live through the MagDo recording card or your phone microphone, in Cantonese, Mandarin and English, and tells speakers apart. The moment a client voices a need, an objection or a buying signal, Miss.M gives you wording you can say right away, with the triggering quote and the reasoning. Accept, dismiss or save it. Compliance alerts flag guaranteed-return, overstated-benefit or omitted-risk wording as it happens, with severity, rule basis and a correction. From prep to follow-up in one place - Products: search approved products by carrier and criteria, compare fit, returns, guaranteed portion, liquidity and risk across carriers, and pin to the current meeting. - Reports: after each meeting, a summary, client needs, objections, product interest, compliance events and next actions, each traceable to the transcript. - Clients: meetings linked to client profiles, with persona, financial snapshot and conversation history. AI-inferred details are written only after you confirm. - Schedule: day and week view of meetings, calls and open slots, straight into pre-meeting checks or the meeting. - Illustration calculators: life premium, savings cash value and premium financing using clearly labelled fictional demo products. For demonstration only, not a quote or advice. - Reliable recording: keeps recording when the network or AI service drops, resyncs on reconnect, and checks completeness at the end. MagDo is available to invited advisors only. Follow local recording laws and obtain participants' consent before recording. AI output may contain errors, does not replace the advisor's judgment, and should be checked against the original recording.