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AI-Agents for Insurance Agents working with Microsoft Office 365

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 with29 tools
Email New Referral Leads

Email 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.

Works with20 tools
Organize Work Emails

Summarize policyholder emails and log them for follow-up.

Get short summaries and useful labels for incoming work email. Scan your tracking sheet when it's time to follow up.

Works with5 tools
Send Birthday Emails

Send 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.

Works with20 tools
Send Out-of-Office Replies

Tell 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.

Works with10 tools
Send Sales Meeting Follow-Up

Send prospects the promised coverage material after consultations.

Your prospect gets a sales meeting follow-up email with the promised material and agreed next step, and you stay copied.

Works with9 tools
Send Referral Follow-Ups

Follow up on coverage introductions and flag prospect replies.

Your unanswered introductions get a relevant follow-up when due, and you hear when a referred lead replies.

Works with6 tools
Prepare Flagged Email Tasks

Track flagged policyholder requests as clear tasks due tomorrow.

See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.

Works with6 tools
Send Renewal Mail Merge

Send approved policy renewal notices and review skipped policyholder rows.

Your renewal emails use customer details, and a row-by-row report shows you which messages went out and which need attention.

Works with5 tools
Confirm Client Appointments

Confirm 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.

Works with
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