Enable automatic client assignment into designated pipelines within AgencyZoom based on the insurance type selected. With this functionality, a health insurance client would automatically enter the “Health Insurance” pipeline, which might include stages like “Health Evaluation” and “Policy Selection,” while an auto insurance client would enter the “Auto Insurance” pipeline with ...

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GAIL was built by LULA, the country’s fastest growing Insurtech that has supported more than 5,000 companies with their Insurance tools. Generative Voice Human like AI that utilizes voice to sell to prospective buyers and to service existing customers.

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Aug 8, 2024 · When searching for a contact, we should be able to put the entire name in the search. Currently it seems you can only search by one field.

Aug 22, 2024 · When Gail take message for a incoming call, their should be an automatic feature to make a task in agencyzoom.

Sharing is caring and we love that many of you want to share use cases with each other. We now have the ability to share these between users. For now its just able to share one at a time but we have plans to bring Use Cases to Scripts, for outbound calls, and we will enable more sharing of all your use cases.

GAIL. GAIL is a voice powered AI tool that is capable of having human like conversations, built to lower Customer Acquisition, and Support costs.

Login to GAIL, the conversational AI for insurance by LULA.

Oct 15, 2024 · As part of a large update we are making to campaigns we are also including soon after access to multiple inbound handbooks with rules. These rules will include business hours, after business hours, and weekends.