Can an AI assistant follow up on quotes and leads?
Yes. An AI assistant can watch open quotes and new leads, draft the follow-up emails on a schedule you choose, and put together a morning list of what needs a person today. It doesn't send anything until someone approves it.
The morning service list
Each morning: requests waiting in the inbox, changes half-done, renewals due, quotes gone quiet, and who owns each. Every Monday it adds a short service report on the week.
Follow-ups
- Quotes sent but not answered, at intervals you set.
- New leads that haven't had a reply.
- Clients waiting on a document from you.
The drafts are written in your agency's voice. A licensed person sends any message that touches coverage or price.