# Multi-Policy Bundle Opportunity Screening — Financial Services AI agent | Mihu AI

Financial Services · Insurance

# Multi-Policy Bundle Opportunity Screening

Identify single-policy customers who may benefit from bundling, routing to an agent for the actual recommendation.

Set up this outcome

## Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

## How it works

Screens single-policy customers against common bundling patterns relevant to their situation, via the policy system's cross-product data — never quoting or recommending a specific product.

Sends an informational invitation to discuss options with a licensed agent.

Books the consultation if there's interest, written to the CRM.

Logs the screening for agent prioritization.

## Data sources

Policy administration cross-product data

## What it targets

Screened opportunities offered a consultation Target 100%

Consultation-to-bundle conversion Target 25%