AI-Agents for Insurance Agents working with Chatwork
Keep your team focused and working together with Chatwork's team chat, tasks, video chats, and more in one place.
Flag a prospect's reply about coverage in the rep's chat.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
16 toolsFollow up on coverage inquiries with an invitation to talk.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
12 toolsDraft 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 toolsText coverage prospects when a promised follow-up is due.
Keep sales follow-up texts moving: eligible prospects get a timely next step, and your task list shows what went out or needs attention.
4 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.
