Sales Agent

• Missed payments for the policy by the client is a biggest problem, that cause policy to lapse and require a lot of work from the Insurance agency side.
• Missing documents.  Keeping track of the documents of their clients.
• Understand and communicate about the Insurance Policy changes.
• Automating requoting every client renewal to find any other competitive plans.  (This can be done with the help of Agentic AI at a later stage).
• Providing Sales assistance.

. Skillset Required: Data Collection, Preparing Quoatations, Cold Calling