AI-Agents for Insurance Agents in Request Intake
Check requests, collect missing files, open approval tasks. 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 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 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.
Show 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.
