AI-Agents for Insurance Agents in Request Intake working with ClickSend SMS
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Manage Client Appointments
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.
Works with
29 tools
29 tools
Draft Text Replies
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.
Works with
15 tools
15 tools
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