AI-Agents for Insurance Agents in Approvals
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Tell policyholders who covers an absence and flag urgent claim emails.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsSend introduced prospects a first note with the referral in view.
Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.
9 toolsSend approved policy renewal notices and review skipped policyholder rows.
Your renewal emails use customer details, and a row-by-row report shows you which messages went out and which need attention.
5 toolsReply to coverage inquiries and flag questions for personal follow-up.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.
Draft replies to policyholder texts for your review.
Get a reply draft in your private chat when a customer texts your work number, with a link to the conversation for context.
15 toolsDraft policyholder replies that avoid unapproved coverage promises.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
