AI-Agents for Insurance Agents in Handoffs working with Microsoft Outlook
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 tools
