Use Cases

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Invoice Processing: Insurance

For an employee within the financial department of any business, invoice processing can be a laborious …

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Case Study: Up and Cross Sell Prediction

A leading European financial services company tracks the behavior of its top sales reps to apply …

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Risk of Policy Lapse

Automation Hero can reduce the money outflow by alerting the insurance broker of the risk before …

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Automate Common Customer Requests

Automation Hero’s natural language processors can understand the intent of a human message and automate proper …

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Claim Processing

Automation Hero’s AI automation platform eliminates the repetitive processes required to process an insurance claim, cutting …

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Document Generation

Using field mapping technology, Automation Hero can pull data from both structured (CRM system data, spreadsheets) …

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CRM Data Quality Maintenance

Automation Hero has over 50 connectors to data sources to increase the accuracy and reliability of …

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Activity Tracking

Automation Hero automatically logs and updates CRM records for insurance brokers, which allows them to give …

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Scheduling Automation

Business process automation tools like Automation Hero can detect the intent of incoming emails and automate …

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Cross-sell Financial Products

Automation Hero can identify opportunities for brokers to cross-sell or bundle additional policies by comparing the …

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Customer Intelligence/ Rep Briefings

Automation Hero can provide a broker with valuable information and recommendations based on the needs of …

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Best Next Step

Automation Hero can augment an insurance broker’s selling behavior to improve conversion rates by providing them …

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Predictive Lead Scoring

Automation Hero can scrub databases and lead lists to suggest new leads to brokers based on …

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