AI-Agents for Insurance working with Telegram

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.

Works with16 tools

Follow 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.

Works with19 tools

Match 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.

Works with36 tools

Flag insurance leads whose first emails bounced.

Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.

Works with34 tools

Answer 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.

Works with12 tools

Combine 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.

Works with14 tools

Draft 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.

Works with15 tools

Surface policyholder complaints tied to repeat contacts or open promises.

Your service lead sees why an urgent customer complaint needs attention. The message includes ticket history and a link.

Works with13 tools

Draft 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.

Works with8 tools

Draft a reply when a prospect declines a coverage quote.

Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.

Works with25 tools

Draft replies to policyholders' coverage questions for review.

Get a reply draft in your private chat when a customer texts your work number, with a link to the conversation for context.

Works with15 tools