Industry: Insurance

Client emails keep piling up. What still needs an answer?

Your service team sees each request's owner and progress. A Virtual Worker helps draft replies for you to check.

You
  • Maya Chen

Virtual Workers

  1. You hand the work to Maya Chen.
  2. Maya Chen works in Tickets, Mail to tickets, Workflows, Sheets, Ask AI and Lead follow-ups.
  3. Maya Chen brings the result back from Tickets.
  4. Maya Chen reports back to you.
  • Virtual Workers
  • Or do it yourself

On the web and the desktop app, with Miles on your phone.

For independent agencies sorting client requests, commission records and the next follow-up.

01Start here

You cannot tell which client emails still need work.

How Backbuild solves it

See what still needs an answer.

Messages sent to your agency's support address stay on tickets. Your team can see each request's owner and progress.

Client requests with a clear owner.

Your service worker drafts. You check and send.

  1. A client asks for documents at your support address.
  2. The request stays on a ticket your team can follow.
  3. Your service worker drafts a reply.
  4. You check the reply. You assign the request and send the answer.

The outcome

One clear owner for the next action.

Check open requests, assign the next action and keep the conversation together. Your team still handles the insurance work.

Grow from there

Add the rest of Backbuild as you grow.

  1. Tickets

    Know which client requests still need you.

  2. Sheets

    Compare the commission records you bring.

  3. Lead follow-ups

    Keep the next lead follow-up on a dated task.

02The problem

You still match commission reports to deposits by hand.

How Backbuild solves it

Work from the commission records you bring.

Ask the Sheets assistant to help build a comparison in one table. You check the figures and follow up with the carrier.

A comparison you can check.

You bring the records and keep the final say on the figures.

  1. You bring the expected and paid records.
  2. Your worker helps build the comparison in Sheets.
  3. You check the amounts and policy references.
  4. You ask the carrier about a mismatch.

The outcome

Bring a clearer question to the carrier.

You still gather the statements and check the payments. The comparison helps you decide what to ask.

03The problem

Lead follow-ups disappear in a spreadsheet.

How Backbuild solves it

Give the next call a date.

Keep a next-action task with the lead. You record the outcome and decide when to follow up again.

A place for the next conversation.

A dated task keeps the next action in view. You make the call.

  1. You add a note from the last conversation.
  2. Your worker proposes a dated next action.
  3. You check the date and keep the task.
  4. You make the call and mark it done.

The outcome

The next follow-up is written down.

The task holds the date. You handle the conversation.

Put a Virtual Worker on your queue.

Join the design partner program and shape Backbuild with us, or create an account and hire your first worker today.