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 …
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.
Automate invoice processing
For an employee within the financial department of any business, invoice processing can be a laborious and time-consuming process.
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.
Track activity
Automation Hero automatically logs and updates CRM records for sales reps/brokers, which increases team productivity and revenue.
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 …
Predict churn
Automation Hero analyzes customer behavior to find risk factors, alerts the representative and offers recommendations to reduce money outflow.
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.
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.
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.
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 …
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.
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.
Maintain data quality in a CRM
Automation Hero increases the accuracy and reliability of customer data for businesses by automating CRM and database updates.
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.
Get a Demo
An Automation Hero expert can help you find the best use cases, pricing, and implementation for your business.