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futureagent

Customer serviceAutomation

Insurance certificates sent

The agent spots certificate requests received by email (home, liability, 10-year construction liability, motor), checks that the policy is active, generates the certificate from the right template and sends it to the policyholder, with an archived copy.

Use this template

€9 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

Twice a day on weekdays

  1. 1Spot. Certificate requests.
  2. 2Check. Policy active and paid up.
  3. 3Generate. Certificate from the right template.
  4. 4Send. And archive.

Sample deliverable

6 certificates sent today

  • 2026 10-year liability, Maçonnerie Duval: sent.
  • Home, Mr. Robert: policy suspended for non-payment, request passed to the advisor.
  • PDF: Insurance certificate

Connectors

  • GmailGmail: receive requests and send
  • Google SheetsGoogle Sheets: check active policies

Already set up for you

Suspended policy
Passed to the advisor, no certificate

What you'll be asked

  • Where are your certificate templates?

Who it's for

About 44 runs a month, simple task and 3 actions per run (generated files, emails sent): Essential tier.

Learn more

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