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Comulate Agent

avtor: Comulate

(1 ocene)

Comulate Agent boosts productivity by handling repetitive tasks and streamlining workflows.

Comulate Agent empowers teams at insurance brokerages to streamline workflows and boost productivity. With this Outlook Add-In, users can upload emails directly to their Agency Management System without leaving their inbox.

The Add-In intelligently analyzes email content to suggest the most relevant place to attach the email, while giving users full control to confirm or adjust the selection as needed.

A Comulate account is required to use Comulate Agent. To get started, please contact help@comulate.com.

Zmogljivosti aplikacije

Ko je ta aplikacija v uporabi, lahko
  • Pošilja podatke prek interneta
  • Ta aplikacija ima dovoljenje za branje ali spreminjanje vsebine poljubnega elementa v vašem nabiralniku ter za ustvarjanje novih elementov. V poljubnem sporočilu ali elementu koledarja lahko dostopa do osebnih podatkov, kot so telo, zadeva, pošiljatelj, prejemniki ali priloge. Te podatke lahko pošlje storitvi drugega izdelovalca.

Hiter pregled

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