Quote follow-up, renewal reminders, certificate requests, and claims updates. Describe the task in one sentence, the agent does it across your apps.
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Contact every new quote request the moment it comes in
Follow up on quotes that haven't had a response in five days
Pull every policy renewing in the next 60 days
Draft and send a certificate of insurance from a client request
Log a first notice of loss and set up the claims file
Find every personal lines client who doesn't have an umbrella policy
Quote requests, renewal outreach, cert issuance, claims follow-ups. Tell the agent what you need and it works across your AMS, Gmail, Google Sheets, and 1,500+ apps.
Check the 'New Quote Requests' tab in Google Sheets for any entries added in the last 30 minutes. For each one, send a personalized email via Gmail confirming you received their request, naming the coverage type they asked about, and telling them what to expect and when. Log the lead in your agency management system with source, coverage type, and timestamp. Post a heads-up to the #new-leads channel in Slack with the prospect's name and what they need.
Read MorePull every prospect in Google Sheets with a quote sent date more than five days ago and a status of 'quoted, awaiting response.' For each one, draft a short personal follow-up via Gmail referencing the coverage they were quoted and offering to answer questions or adjust the coverage. Update the last-contacted date in Google Sheets and flag anyone who hasn't responded in ten or more days in a 'Stale Quotes' tab so they can get a call.
Read MoreTake the prospect's name and business name from the 'New Quote Requests' tab in Google Sheets. Search the web for their business, pull their Google reviews, check their LinkedIn page, and look up any public information about their business size and industry. Summarize what you find in the 'Prospect Intel' tab in Google Sheets so you walk into the call knowing who you're talking to.
Read MoreCheck the 'Active Policies' tab in Google Sheets and pull every policy with an expiration date in the next 60 days. For each one, add it to a 'Renewal Pipeline' tab with the client name, policy type, carrier, current premium, and renewal date. Sort by expiration date. Post a summary of this week's upcoming expirations to the #renewals channel in Slack so the team knows what to prioritize.
Read MorePull every policy in the 'Renewal Pipeline' tab in Google Sheets with an expiration date in exactly 45 days. For each client, send a personalized email via Gmail that mentions the specific policy type, the upcoming renewal date, and an offer to review their coverage before it renews. Update the last-contacted date in the Renewal Pipeline tab and log the outreach in your agency management system.
Read MoreCheck the 'Renewal Pipeline' tab in Google Sheets for any policy expiring in the next 20 days where the last-contacted date is more than 10 days ago or blank. For each one, draft a personal re-engagement email via Gmail flagging the upcoming expiration and making it easy to connect. Flag the record in the Renewal Pipeline tab as 'at risk' and post the list to the #renewals channel in Slack so someone can call them today.
Read MoreTake the certificate request from the 'COI Requests' tab in Google Sheets, including the named insured, the certificate holder, the coverage types, and any additional insured requirements. Pull the relevant policy details from the 'Active Policies' tab. Draft the certificate of insurance and email the completed document to the requestor via Gmail. Log the issued certificate in a 'COI Log' tab in Google Sheets with the issue date, certificate holder, and the agent who handled it.
Read MoreCheck the 'COI Requests' tab in Google Sheets for any request submitted more than two hours ago with a status that isn't 'issued.' For each one, post a flag to the #certs channel in Slack with the client name, what was requested, and how long it's been waiting. Update the record in Google Sheets with the flag time so it's clear who saw it and when.
Read MoreCross-reference the 'COI Log' tab in Google Sheets against the 'Renewal Pipeline' tab. Find every client who had a certificate issued in the last 12 months and has a policy renewing in the next 30 days. Add them to a 'Certificate Renewal Needed' tab in Google Sheets and draft a heads-up email to each client via Gmail letting them know their certificate will need to be reissued when their policy renews and asking for any updated certificate holder information.
Read MoreTake the FNOL details from the 'Claims Intake' tab in Google Sheets, including the client name, policy number, date of loss, and a brief description. Log the claim in your agency management system with all details. Send the client a confirmation email via Gmail that includes their claim number, what happens next, and your contact information for questions. Add a follow-up reminder to Google Calendar for three business days out and post the new claim to the #claims channel in Slack.
Read MorePull every open claim in the 'Active Claims' tab in Google Sheets where the last client update was more than seven days ago. For each one, draft a status update email to the client via Gmail letting them know the claim is still in process and who to contact at the carrier for questions. Update the last-contacted date in the Active Claims tab in Google Sheets.
Read MoreCheck the 'Active Claims' tab in Google Sheets for any claim with an open date more than 30 days ago and a status that isn't closed. For each one, add a flag to the record, post a summary to the #claims channel in Slack with the client name, claim type, carrier, and days open, and draft a follow-up email to the carrier contact via Gmail asking for a status update and expected resolution timeline.
Read MorePull your client list from Google Sheets and filter for every household that has a home and auto policy but no personal umbrella in the 'Active Policies' tab. Add them to a 'Umbrella Opportunity' tab in Google Sheets and draft a short educational email via Gmail explaining why an umbrella is worth considering and offering a quick quote. Log the outreach date in the tab.
Read MoreCheck the 'Active Policies' tab in Google Sheets for commercial clients with workers comp coverage. Compare this year's estimated payroll to last year's where both are on record. For any client where payroll grew more than 20 percent, add them to a 'Coverage Review Needed' tab in Google Sheets and draft an email via Gmail offering a mid-term review to make sure their coverage limits still match their exposure.
Read MoreCheck the 'Client Notes' tab in Google Sheets for any notes added in the last 30 days that mention a marriage, new baby, home purchase, or business start. For each qualifying client, draft a personal congratulatory email via Gmail that opens with the life event and naturally introduces a coverage review to make sure their insurance keeps up with their new situation.
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Quote responses, renewal outreach, certificate alerts, claims updates. Running on schedule or the moment something lands in your inbox, whether you're on a call or with a client.
When a new quote request lands in the 'New Quote Requests' tab in Google Sheets, send a personalized confirmation email via Gmail that names the coverage type they asked about and tells them what to expect. Log the lead in your agency management system with source, coverage type, and timestamp. Post the new prospect to the #new-leads channel in Slack so someone can follow up with a call within the hour.
Read MoreWhen a new entry lands in the Claims Intake tab in Google Sheets, create the claim record in the Active Claims tab with all details and a status of open. Send the client a confirmation email via Gmail with the claim details, the carrier claims line, and what to expect over the next 48 hours. Post the new claim to the #claims channel in Slack and create a three-day follow-up reminder in Google Calendar to check on adjuster assignment.
Read MoreWhen a new certificate request lands in the COI Requests tab in Google Sheets, post an alert to the #certs channel in Slack with the client name, certificate holder, and coverage types needed so it gets picked up immediately. Log the request timestamp and assign it an open status in Google Sheets.
Read MoreWhen a policy is marked bound in the Active Policies tab in Google Sheets, send the client a policy confirmation email via Gmail with a summary of their coverage, effective and expiration dates, and how to reach you for questions or claims. Create a 60-day pre-expiration renewal reminder in Google Calendar and post the new bind to the #new-business channel in Slack.
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New client onboarding, renewal reviews, claims intake, certificate issuance. Same process, same standard, every time, no matter who's running it.
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Agent Draft a warm, professional welcome email to Client Email for Client Name. The email should confirm their Policy Type policy with Carrier, policy number Policy Number, effective Effective Date and expiring Expiration Date, summarize what the coverage does in plain English, and tell them how to reach you with questions or to file a claim. Also review the coverage type against a typical account profile and note any obvious gaps (e.g., home only with no auto, auto only with no umbrella, commercial GL with no workers comp) for the cross-sell check.
Enter the client's name, contact information, policy type, carrier, policy number, premium, and effective and expiration dates. The AI agent logs the full policy record in the 'Active Policies' tab in Google Sheets, sends the client a welcome email via Gmail with their policy summary, key coverage details, and contact information for questions and claims, and creates a renewal reminder in Google Calendar 60 days before expiration. It also checks the client's record for obvious cross-sell gaps based on the coverage type and adds them to the 'Cross-Sell Opportunities' tab if any are found.
Read MoreEnter the client name and policy number. The AI agent pulls the current policy details from the 'Active Policies' tab in Google Sheets, reviews coverage limits and deductibles against any notes on changes in the client's situation, and drafts a pre-renewal review email via Gmail that opens with what's staying the same, flags anything that may need adjustment, and offers a call to go through the options before the renewal processes. It logs the outreach in Google Sheets and adds a follow-up task to Google Calendar if the client hasn't responded in five business days.
Read MoreEnter the client name, policy number, date of loss, type of loss, and a brief description of what happened. The AI agent creates the claim record in the 'Active Claims' tab in Google Sheets with all details logged and a status of 'open,' sends the client a confirmation email via Gmail with the claim details, their carrier's claims line, and what to expect over the next 48 hours, and creates a three-day follow-up reminder in Google Calendar to check on adjuster assignment. It posts the new claim to the #claims channel in Slack so the team is aware.
Read MoreEnter the named insured, the certificate holder name and address, the coverage types to be listed, any additional insured requirements, and the purpose of the certificate. The AI agent pulls the relevant policy details from the 'Active Policies' tab in Google Sheets, drafts the certificate of insurance document, emails it to the requestor via Gmail with a note confirming the coverage it reflects, and logs the issued certificate in the 'COI Log' tab in Google Sheets with the issue date, certificate holder, and requesting agent.
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