AI-Agents for Contract Management in Customer Messaging in Insurance working with Box
Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Send approved agreements with the required signature fields.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsStart signature requests for approved agreements and record their IDs.
Your signers receive the partner agreement after final approval, and you see their invitation links beside the approval.
6 toolsCheck the approved version before sending agreements for signature.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
8 toolsSend approved contracts for signature and confirm each request.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.
6 tools
