AI-Agents for Insurance Agents in Handoffs
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Email referred prospects about their coverage need and log the introduction.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
20 toolsTell 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 toolsDraft coverage and premium replies from the approved deal quote.
Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.
9 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 toolsCombine repeat insurance inquiries into one follow-up entry.
Your lead list is ready for follow-up, with financial, insurance, and mortgage requests sorted by urgency and repeat inquiries brought together.
22 toolsShow coverage inquiries and checked contact details for follow-up.
Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.
4 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.
Draft replies to prospects asking about their coverage options.
Get a sales email reply draft beside the prospect's message, shaped by your notes and ready for your review.
