Insurance Use Cases
Invoice Processing
For an employee within the financial department of any business, invoice processing can be a laborious and time-consuming process.
Scheduling Automation
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.
Activity Tracking
Automation Hero automatically logs and updates CRM records for sales representatives, which increases team productivity and revenue.
Best Next Step
Automation Hero augments sales rep’s behaviors to improve conversion rates by giving next best steps recommendations based on past steps that led to success.
Churn Prediction
Automation Hero analyzes customer behavior to find risk factors, alerts the sales or service representative and offers recommendations to reduce money outflow.
Cross and Up-sell Prediction
A leading European financial services company tracks the behavior of its top sales reps to apply their tactics for cross and up-selling.
Risk of Policy Lapse
Automation Hero can reduce the money outflow by alerting the insurance broker of the risk before a customer cancels their policy.
Automate Common Customer 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.
Claim Processing
Automation Hero’s AI automation platform eliminates the repetitive processes required to process an insurance claim, cutting costs and increasing productivity.
Document Generation
Using field mapping technology, Automation Hero can pull data from both structured (CRM system data, spreadsheets) and unstructured sources (emails, Word documents) to create …
Cross-sell Financial Products
Automation Hero can identify opportunities for brokers to cross-sell or bundle additional policies by comparing the policies of others with similar information.
Customer Intelligence/ Rep Briefings
Automation Hero can provide a broker with valuable information and recommendations based on the needs of the customer.
CRM Data Quality Maintenance
Automation Hero increases the accuracy and reliability of customer data for businesses by automating CRM and database updates.
Predictive Lead Scoring
Automation Hero can suggest new leads to sales representatives and prioritize new and existing lead lists based on their probability to convert.
