Automate follow up using AI-generated text and email campaigns
Use AI to craft follow-up campaigns for your clients that can be triggered during the quoting process. Send Email and SMS messages to your clients to get them to fill out your quote request forms, respond to your preliminary quote, and to send you the documents you need to bind the policy
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Save 5-10 minutes with SMS workflows
Eliminate manual SMS messages to clients during the quoting process
Save 5-10 minutes with Email workflows
Eliminate manual Email messages to clients during the quoting process