AI Broker / Aoibhe · Brokerage memory
Walsh & Sons Insurance · Dublin 4
01 — Incoming task

Walsh Bakery Ltd

Aoibhe queried the brokerage's task history the moment this email arrived. Three prior tasks scored above 0.70 across 412ms of search across 1,847 past conversations.

Email · Gmail · 09:41 · today ⌁ 412ms
From
mary@walshbakery.ie
Subject
Moving office to Pearse St — need to update the policy
Body
"We're moving to a new office on Pearse Street next month — need to update the commercial policy. Same staff, similar floor area. When can we get this turned around?"
Match key
commercial · address-change · walsh-bakery
Pattern surfaced

Last address change held cover bands — same approach pre-filled.

On 14 Mar 2025 Cathy moved Walsh Bakery from Capel St to South Anne St. EL/PL bands held, rate adjusted +€48/yr. Aoibhe drafted a reply that mirrors that approach and queued it for Mary to confirm before send.

1,847
Past tasks indexed
412ms
Recall p50
0.93
Top match score
02 — Similar past tasks · 3 surfaced

What your brokerage already did.

Sorted by semantic relevance. Anything below 0.70 is hidden by default. Click through to the original task to see what was sent, what was filed, and what the broker decided.

14/03/2025
Cathy Lawlor · closed in 2 days
Address change · Capel St → South Anne St
EL/PL cover bands held. Rate adjusted +€48/yr after re-rate. No claims history change. Insurer: Allianz.
Address change Commercial Insurer: Allianz
0.93
09/09/2024
Mary Walsh · closed in 1 day
Annual renewal · Walsh Bakery Ltd
Same insurer (Allianz). Cover unchanged. EL £10m, PL £5m, contents €120k.
Renewal Commercial
0.81
22/02/2024
Mary Walsh · closed in 4 days
Cover increase · baking-oven endorsement
After kitchen rebuild. Endorsement added; sum insured raised by €18k. Surveyor visit waived (photos accepted).
Endorsement Commercial
0.74