AI-Agents for Insurance Agents working with Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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 opportunities with the last prospect email in view.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 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 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 toolsSend prospects the coverage next steps promised on a call.
Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.
8 tools
