Marketplace
Agents built for the work your team already does. Each one connects to the systems you use and runs with the permissions you set.
116 agents that connect to Salesforce, Zendesk or SharePoint
Accessibility compliance review
Web pages and documents checked against the standard
Account planning
Client account plans from relationships and pipeline
Agent commission statements
Producer commissions computed and the statements sent
Applicant screening
Applications rated against the announcement criteria
Application portfolio inventory
Every application, its owner, cost and overlap
ATO package preparation
Authorization packages assembled with the control evidence
Audit finding follow-up
Audit recommendations tracked until they are closed
Benchmark database update
Cost and performance benchmarks kept current
Bill tracking
Legislation that affects the agency, followed to a vote
Billing dispute resolution
Disputed charges investigated with the usage record
Board minutes drafting
Minutes and resolutions drafted from the meeting record
Call quality review
Calls scored against the client's quality form
Call summary to CRM
Sales calls summarized and logged with the next steps
Capital call notices
Call and distribution notices per investor
Case note summarization
Case histories summarized for the next caseworker
Claim file summary
The claim's facts, coverage and reserves on one page
Client alert drafting
Legal developments explained for clients within the day
Client escalation handling
Client escalations answered with the root cause and the fix
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