Insurance agency · CRM
From emails to CRM tickets, with AI
- Before
- Every email had to be read, matched to the customer and logged by hand.
- What we did
- AI recognises the request, links it to the customer and opens the ticket in the CRM. Communication stays in one place.
- What changes
- Simple requests get an answer; the rest reaches a person with the context ready.
Related solutionRequests and documents


Qwote



