AI-Agents for Insurance working with Microsoft Teams
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
Follow up on a prospect's stated coverage need in the original thread.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
16 toolsBring a policyholder's chat question to a teammate for judgment.
Get a focused question in a private group chat and the handoff link in your inbox when a customer chat needs a teammate's judgment.
32 toolsRecord claims channel membership before and after approved removals.
Keep your discussion channels aligned with access reviews, and give reviewers before and after member lists.
12 toolsFollow up with prospective customers on open coverage discussions.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
19 toolsMatch policy inquiries to existing leads and flag uncertain contacts.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
36 toolsFlag insurance leads whose first emails bounced.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.
34 toolsAnswer coverage team questions from shared manuals and name the sources.
Your teammates get answers in the same chat conversation, with document names they can check for themselves.
12 toolsCombine claim PDFs in the listed order and message the file link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
14 toolsDraft SQL counts of policies or claims using the requested criteria.
Get a SQL count query in the chat thread, with a clear note on what it counts and which conditions it uses.
15 toolsDraft joins between policy and claim tables for coverage questions.
Get a SQL query with the joins and filters your question needs, plus a short explanation in the same help thread.
8 tools
