Our Services

Insurance Executive Assistant

Let a smart assistant manage your agency while you focus on your business!

Daily renewals, client callbacks, forgotten quotes, and missed sales opportunities… Tracking all of these manually takes time and increases the risk of error.
The Insurance Executive Assistant handles the entire process for you. With real-time reports, voice alerts, cross-sell opportunities, and customer follow-ups, it saves you time and simplifies your schedule.

What can you do with this service?

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Renewal Tracking & Daily Reporting

– Daily, weekly, and monthly renewal policies are automatically listed.
– A personalized report is sent every morning via email, WhatsApp, or Telegram.

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Identification of Cross-Selling Opportunities

– Existing customers’ missing products are analyzed.
– AI provides relevant cross-sell suggestions via reports or voice messages.

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Customer Follow-Up & Engagement Tracking

– Customers who respond and those who don’t are categorized.
– Timely notifications are sent to prevent customer loss.

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Voice Notifications & Voice Cloning Technology

– Daily reports can be read aloud by a voice assistant.
– If desired, the agency owner’s voice can be cloned to send personalized voice messages to clients.

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WhatsApp & Telegram Integration

– Request reports with a simple message: “Send tomorrow’s renewals.”
– The assistant instantly replies and delivers the requested report.

Who Is It For?

🔹 Insurance agency owners & managers – Professionals who want to save time and avoid missing sales opportunities.
🔹 Small to medium-sized agencies – Businesses aiming to manage operations more efficiently without additional staff.
🔹 High-traffic insurance operations – Companies seeking to receive reports automatically instead of manually.

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How Long Does the Manual Process Take?

For an average agency:
📋 Extracting daily renewals: 30–60 minutes
🔍 Filtering returned customers: 30–45 minutes
📈 Performance tracking and report preparation: 45–60 minutes
📤 Manual reminders/calls to clients: 30–60 minutes
Total: 2–3 hours of daily workload

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What Do You Gain with the Insurance Executive Assistant?

✅ Save 2+ hours per day
✅ All reports and follow-up lists are delivered automatically
✅ Sales opportunities are identified, missing products are suggested
✅ Communication is simplified with voice assistant & WhatsApp integration
✅ Customer satisfaction and loyalty are strengthened

Your Agency’s Assistant Is Now Digital

– Receive daily renewals, customer follow-ups, and sales summaries right on your phone
– Eliminate manual tracking and boost your efficiency
– Greet your clients with your own voice to build trust and impact

🎯 Stop managing daily tasks—start managing growth!

Financial Gain

Average cost of manual operational tracking:
– Staff time cost (2–3 hours per day): $15–30
– Missed opportunity cost (cross-sell loss): $50–150 / week
– Business loss due to reporting delays: uncertain but critical

With the AI Assistant:
– 90% of these processes are automated
– Capacity increases without the need for additional staff
– Customer experience improves while sales potential grows

📌 Figures are based on average estimates and may vary depending on the number of clients and policy volume.