Core agents
What we offer
Seven agent families—each scoped to real operational work. Pick where to start; scale packages as you grow.
Agent
Billing Automation Agent
Benefit
Dramatic reduction in manual billing work
What it does
- Generates invoices automatically based on policy data
- Tracks payment status in real-time
- Sends payment reminders at 7, 14, and 30 days
- Flags overdue accounts for human follow-up
- Updates accounting software automatically
Agent
Collection Automation Agent
Benefit
Improved collection efficiency, less awkward conversations
What it does
- Monitors all outstanding payments daily
- Sends personalized reminder emails/SMS
- Offers payment plan options to clients
- Documents all collection attempts
- Escalates to human agent when needed
Agent
Policy Monitoring Agent
Benefit
Never miss a renewal, proactive client service
What it does
- Tracks all policy expiration dates
- Alerts 30, 15, and 7 days before renewal
- Identifies coverage gaps in client portfolios
- Flags life changes that may need policy updates
- Prepares renewal quotes automatically
Agent
Claims Assistance Agent
Benefit
Faster claim resolution, happier clients
What it does
- Organizes claim documentation
- Tracks claim status with carriers
- Updates clients on progress automatically
- Flags urgent claims requiring immediate attention
- Maintains claims history database for compliance
Agent
Accounting & Reporting Agent
Benefit
Clean books, no spreadsheet chaos
What it does
- Reconciles daily transactions across all accounts
- Generates weekly and monthly financial reports
- Tracks commission payments to agents
- Monitors cash flow and alerts to anomalies
- Prepares data for tax filing and audits
Agent
Content Marketing Agent
Benefit
Consistent content without writer's block
What it does
- Writes blog posts about industry topics and trends
- Creates email newsletters for client education
- Develops educational content for prospects
- Generates SEO-optimized website copy
- Repurposes content across multiple platforms
Agent
Social Media Agent
Benefit
Active social presence, reduced manual posting time
What it does