Workflow Video · Insurance
Explain Coverage to a Client
About two and a half minutes. Policy jargon to plain language, outreach draft, client email you approve before send.
- Policy Explainer
- Outreach
What you will see
- Why another ChatGPT tab still leaves you re-typing every client explanation
- Three connected steps: Policy Explainer → Client Outreach → Email
- How we work with your AMS and CRM, not a replacement
- Answers to common questions about cost, plans, and tools you already use
- Starter Free at $0 · guided Standard pilot for qualified teams
Live walkthrough (about 3 minutes)
When you reach the live section of the deck, open the platform and run one task — no need to tour every app.
- Sign in as an agent → open Explain coverage to a client
- Complete Policy Explainer → move to the next step
- Complete Client Outreach Drafting → move to the next step
- Open Email Automation — send or show the draft