# Eligibility & Product Change Notification — Financial Services AI agent | Mihu AI

Financial Services · Servicing

# Eligibility & Product Change Notification

Notify eligible customers and get the conversation to a licensed adviser.

Set up this outcome

## Apps this needs

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

Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup

SMS Gateway Fallback text messages for reminders and links. Connect during setup

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

## How it works

Agent takes the cohort your rules mark newly eligible or affected by a product change (e.g., a rate tier shift), via the core banking/policy administration system.

States the fact only : what they're eligible for, and from when.

Offers to book an adviser call — that is the whole call to action.

Books it into the diary and confirms , consent respected throughout.

No recommendation, no suitability view, no comparison — the agent notifies; the adviser advises. Notification and any follow-up request are logged to the CRM .

## Data sources

Eligibility rules Product terms Adviser calendars CRM

## What it targets

Eligible customers notified Target 99%

Adviser calls booked Target 19%

Recommendations made by the agent Target 0