Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Flag a prospect's reply about coverage in the rep's chat.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
Follow up on coverage inquiries with an invitation to talk.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
Draft 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.