@cjhuts@claudeai Personal and commercial renewal review side-by-side tool, our account managers can save time reviewing renewals with requote options.
Quote to Email generator tool - reviews our policy quotes for potential clients prepares notes and drafts emails
Agency appetite checker
@cjhuts@claudeai@slack@HubSpot 🫡 im a big reminders guy myself, always wished there was a way to add tasks from az/to do / other to my reminders. I’ll be using this one
@cjhuts@SlackHQ Yes using LS’s NOVA for AI transcription and summaries, integrated to Az posting as notes right now, bulk downloads 1x/month currently.. don’t have that part automated for storage/downloads.. any suggestions?
@Nick_Lamparelli@cjhuts Some agencies build their entire book off internet leads. Pros: scalable high volume activity. cons: price, low contact rate, burnout, consumer frustration. Some say you get only price shoppers or low retention but hasn’t necessarily been my exp. I’d like to diversify more tho