Insurance Use Cases
Translate Hand-written 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 …
In many business scenarios, an essential daily task is scanning, classifying and extracting key information from printed and digital documents.
For an employee within the financial department of any business, invoice processing can be a laborious and time-consuming process.
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.
Automation Hero automatically logs and updates CRM records for sales reps/brokers, which increases team productivity and revenue.
Best Next Step
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 …
Automation Hero analyzes customer behavior to find risk factors, alerts the representative and offers recommendations to reduce money outflow.
Risk of Policy Lapse
Automation Hero can reduce the money outflow by alerting the sales rep/broker of the risk before a customer cancels their policy.
Automating 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.
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 …
Identifying 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.
Real-time Customer Data
Automation Hero can provide a sales rep/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 reps/brokers and prioritize new and existing lead lists based on their probability to convert.