Case studies · Sector

Insurance

What AI agents do in insurance firms: keep the CRM up to date, follow up on quotes, answer the phone.

1 study

File · Home insurance
Roy family
Quote sent
AI briefing
Recommended action
Call back before Friday to confirm the deductible and present the final quote.
Automatic follow-ups
Day 5Follow-up sent on October 9
Day 10Follow-up scheduled for October 14
Day 20No reply: last email, then the file is closed
Monday report: quote pending for 12 days, the file is listed in this week's report.
AI agents run the CRM, the follow-ups and the phone of an insurance firm.
Insurance firm · Quebec
A broker who runs their firm alone handed agents the tracking of their files, their follow-ups and their phone.
What the agent does
- An AI briefing on every file before each exchange
- Quote follow-ups on days 5, 10 and 15
- A Monday report on dormant files
- Phone answered 24/7, with appointment booking
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