Ask a sample insurance agency
Chat with the assistant for a sample agency. It answers from their claims process, billing and coverage FAQs, and won't guess about anything outside them.
Insurance · Accounting · Legal · Real estate
Less time on routine questions, more on clients.
Your clients ask the same things every week: how to file a claim, when a payment is due, what to bring to a meeting. These tools answer them accurately from your own documents and get new clients set up faster.
Demos
Built for professional services
Each demo runs on a fictional sample business, so you can try it without sharing anything of yours.
Client intake assistant
A new client's form or email turned into a clean summary and a checklist of the documents still missing, so the first meeting starts with everything in hand.
Inbox triage
Incoming email sorted by urgency, with a draft reply for the routine ones written from your own templates and policies.
Review monitor
Every new review in one place, how you compare with nearby firms, and a drafted reply waiting for your OK.
Off your plate
Questions it answers for you
Answered from your own documents, any hour, and handed to you when it isn't sure.
- How do I file a claim?
- When is my payment due?
- Can I pay online?
- What does my policy cover?
- What should I bring to our meeting?
- How do I update my address?
See it with your business
Fifteen minutes on where your business loses time or customers, and which of these would make the biggest difference. No sales script.
hello@epautopilot.com