AI-Agents for Insurance Agents working with ClickSend SMS
ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.
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 toolsEmail 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 toolsSend policyholders a birthday email and track who received one.
Your contacts receive birthday greetings in the tone you choose, and your contact sheet shows which emails went out and which need review.
20 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 tools
