Inside The Bot Podcast - Automating Tasks For Certified Professional Insurance Agents

Automating Tasks For Certified Professional Insurance Agents

10/02/23 • 24 min

Get ready to clear your schedule, because you won't want to miss our chat with Lizette Delgado, an accomplished certified professional insurance agent with JVS Insurance Agency, who is set to share her unique perspective on AI's impact on the insurance industry.
We also hear from the OpenBots service team, Nataly Alvarado, as she brings a fresh perspective for business users and IT tech on how to get under the hood of Documents with GPT and OpenBots Studio.
You're probably asking yourself - how does AI affect conversation, marketing, and building customer relationships in insurance? Well, Lizette's here to break it down for us. She also reveals the struggles of convincing her older-generation family members about the value of AI tools in the sector and the manual labor involved in filling out insurance forms.
Have you ever wondered how technology can alleviate time-consuming tasks for staff in the insurance industry? Lizette lets us in on her experience using the GPT platform to extract data from documents. She enlightens us on how bots mimic user actions to streamline processes, providing an insider's view into the practical application of tech in her field. From web automation to APIs, get ready for a deep dive into the world of tech-enhanced insurance.
Lizette wraps up our conversation with a rallying cry for her fellow insurance agents - embrace AI and technology. She doesn't shy away from declaring that technology is inevitable in the insurance industry. Lizette urges her colleagues to educate themselves and understand technology to ease the transition. So, join us for this enlightening episode and get a glimpse into the future of insurance, ripe with AI and automation. We guarantee you'll walk away with a renewed perspective on the role of technology in insurance.
Learn about OpenBots
#insurance #insurancetech #ai #documentprocessing #automationtechnology

Previous Episode

Automate Claims Processing and Patient Intake Forms with AI

Do you have a lot of paperwork to fill out each day? Do you spend hours on the phone answering patient questions? With document automation, you can reduce the workload you have to deal with every day and free up your time to focus on more important things.
In this video, we'll show you how to automatically fill out patient intake forms and claims processing forms using AI. By automating these tasks, you'll save time and make the process more seamless for both you and your patients. Watch this video to learn how document automation can help you improve your workflow!
Learn more about OpenBots: https://openbots.ai/
#healthcare #patientintake #claimsprocessing #ai #dataextraction #documentprocessing #documentextraction #byod

Next Episode

Processing Loans Faster Than Large Mortgage Companies

Want to know the secrets of leveraging technology to navigate the ever-fluctuating mortgage lending landscape? We've got an exciting episode for you. Join us as we host a veteran in mortgage technology who takes us on an eye-opening journey into automation in the mortgage lending industry. We take a deep-dive into the industry's challenges, from fluctuating interest rates to low housing stock, and how technology can be a game-changer. We also discuss the increased auditing pressure from industry giants Fannie and Freddie and how loan documents are processed for origination.
Get ready to explore the pivotal role of Robotic Process Automation (RPA), Intelligent Document Processing (IDP), and GenAI in accelerating loan processing. Our esteemed guest provides a comprehensive analysis of how technology vendors aid in reducing the cost of onboarding new technology and how GenAI can be contextually used for faster loan processing. There's a wealth of information for mid-market lenders on how to break into intelligent automation and stay competitive in the face of rapid changes.
Wrapping up our conversation, we delve into the impact of automation on mortgage loan processing. We uncover how the Documents with GPT platform can revolutionize loan processing through automated background processes, open box platforms for document submission, and contextual outputs for underwriters. Our guest shares about process enhancement features, including automated emails, SMS messages, and document automation. We also investigate PDF-to-image conversion for mortgages and how to use the Documents with GPT application for efficient and accurate loan processing. Tune in for a thought-provoking discourse on automation in mortgage lending.
Need help understanding what OpenBots AI and Automation can do for your business? Reach out to us.