# Fee Disclosure & Billing Question Handling — Financial Services AI agent | Mihu AI

Financial Services · Advisory

# Fee Disclosure & Billing Question Handling

Answer straightforward fee/billing questions accurately, without discussing investment performance or advice.

Set up this outcome

## Apps this needs

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

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

## How it works

Answers questions about how fees are calculated and billed , referencing the client's specific fee schedule via the billing system, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk).

Explains a specific billing statement line-by-line if asked, grounded in actual transaction data.

Escalates any dispute about fee amount or a request to negotiate to the adviser/firm management.

Never discusses whether fees are "worth it" relative to performance — that's an adviser conversation.

## Data sources

Client fee schedule/agreement Billing system transaction data

## What it targets

Fee/billing questions resolved without escalation Target 75%