Use Cases
Filtered by Insurance close
Case Study: Up and Cross Sell Prediction
A leading European financial services company tracks the behavior of its top sales reps to apply …
Risk of Policy Lapse
Automation Hero can reduce the money outflow by alerting the insurance broker of the risk before …
Automate Common Customer Requests
Automation Hero’s natural language processors can understand the intent of a human message and automate proper …
Claim Processing
Automation Hero’s AI automation platform eliminates the repetitive processes required to process an insurance claim, cutting …
Document Generation
Using field mapping technology, Automation Hero can pull data from both structured (CRM system data, spreadsheets) …
CRM Data Quality Maintenance
Automation Hero has over 50 connectors to data sources to increase the accuracy and reliability of …
Activity Tracking
Automation Hero automatically logs and updates CRM records for insurance brokers, which allows them to give …
Scheduling Automation
Business process automation tools like Automation Hero can detect the intent of incoming emails and automate …
Cross-sell Financial Products
Automation Hero can identify opportunities for brokers to cross-sell or bundle additional policies by comparing the …
Customer Intelligence/ Rep Briefings
Automation Hero can provide a broker with valuable information and recommendations based on the needs of …
Best Next Step
Automation Hero can augment an insurance broker’s selling behavior to improve conversion rates by providing them …
Predictive Lead Scoring
Automation Hero can scrub databases and lead lists to suggest new leads to brokers based on …