AI Agent to Access Client Information Instantly
Struggling to gather all relevant client information before important calls?
- Connect the AI agent with your email and knowledge base
- Ask questions about prior interactions, contract terms, or client sentiment
- The AI agent delivers quick insights to resolve the client’s request
- Ask the AI agent to draft follow-up emails or documents
95% Reduction
in client call preparation time
Immediate access
to client information
50% Improvement
in client satisfaction
Enter every call prepared and confident.
Our AI agent provides you with comprehensive client summaries in no time. It can sift through countless emails and documents to instantly provide a summary of all historical client data, including coverages, contract terms, and prior interactions.
The AI agent also helps draft precise summary emails or documents, covering compliance, risk factors, and client concerns, saving time and reducing potential legal risks.
Build Unified Client Profiles
The AI agent connects to all your client documents and emails, in all formats (xls, pdf, word, ppt, csv, and more), creating a comprehensive profile for each client.
Instant Access to Information
Your team can find answers in seconds to their questions about client history, concerns, and sentiment without sifting through multiple sources and documents.
Enhance Client Relationships
Receive clear, relevant, and actionable insights that help you understand and address client concerns quickly and effectively.
