AI-Agents for Insurance Agents in Exception Handling working with Microsoft Office 365
Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Schedule policyholder appointments and confirm changes by email.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
29 toolsTrack flagged policyholder requests as clear tasks due tomorrow.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
6 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 toolsConfirm policyholder appointments and retain their booking notes.
See new bookings with the client's note on your calendar, and catch missing confirmation emails before they leave a visitor guessing.
