Insurance Use Cases

Translate handwritten text into structured data

Handwritten notes, requests, receipts and statements (just to name a few) are all untapped resources that are costing businesses. Reviewing this type of unstructured …

Learn More

usecase-translate_hand-written-text-into-processable-data

Scan and classify documents faster

In many business scenarios, an essential daily task is scanning, classifying and extracting key information from printed and digital documents.

Learn More

usecase-classify-documents

Automate invoice processing

For an employee within the financial department of any business, invoice processing can be a laborious and time-consuming process.

Learn More

usecase-intent-detection-business-automation

Schedule meetings automatically

Automation Hero reduces the back-and-forth it takes to confirm an appointment by drafting an email response and creating a calendar event for that meeting.

Learn More

usecase-scheduling-automation

Track activity

Automation Hero automatically logs and updates CRM records for sales reps/brokers, which increases team productivity and revenue.

Learn More

usecase-activity-tracking

Improve conversion rates

Automation Hero augments the behavior of sales reps/brokers to improve conversion rates by giving next best steps recommendations based on past steps that led …

Learn More

usecase-best-next-step

Predict churn

Automation Hero analyzes customer behavior to find risk factors, alerts the representative and offers recommendations to reduce money outflow.

Learn More

usecase-churn-prediction

Prevent policy lapse

Automation Hero can reduce the money outflow by alerting the sales rep/broker of the risk before a customer cancels their policy.

Learn More

usecase-risk-of-policy-lapse

Automate common service requests

Automation Hero’s natural language processors can understand the intent of a human message and automate proper next steps based on the determined intent.

Learn More

usecase-automate-common-customer-requests

Speed up claims processing

Automation Hero’s AI automation platform eliminates the repetitive processes required to process an insurance claim, cutting costs and increasing productivity.

Learn More

usecase-claim-processing

Turn PDFs into processable data

Using field mapping technology, Automation Hero can pull data from both structured (CRM system data, spreadsheets) and unstructured sources (emails, Word documents) to create …

Learn More

usecase-document-generation

Identify cross- and upsell opportunities

Automation Hero can identify opportunities for sales reps/brokers to cross-sell or bundle additional policies by comparing the policies of others with similar information.

Learn More

usecase-cross-sell-financial products

See customer insights in real time

Automation Hero can provide a sales rep/broker with valuable information and recommendations based on the needs of the customer.

Learn More

usecase-customer-intelligence-rep-briefings

Maintain data quality in a CRM

Automation Hero increases the accuracy and reliability of customer data for businesses by automating CRM and database updates.

Learn More

usecase-crm-data-quality-maintenance

Get better leads

Automation Hero can suggest new leads to sales reps/brokers and prioritize new and existing lead lists based on their probability to convert.

Learn More

usecase-predictive-lead-scoring

Get a Demo

An Automation Hero expert can help you find the best use cases, pricing, and implementation for your business.

Request Now