# Quote Follow-up & Application Completion — Financial Services AI agent | Mihu AI

Financial Services · Insurance

# Quote Follow-up & Application Completion

Complete applications that stall between quote and submission.

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

WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

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

## How it works

Agent picks up quotes and applications stalled past the window , tracked via the CRM.

Follows up on the customer's channel — WhatsApp, SMS, or voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk) — compliant and polite .

Answers process questions only: what's missing, what happens next, timelines.

Collects the outstanding documents and validates they're readable.

Anything about suitability, cover or price advice goes to a licensed adviser , with the full context, and the outcome is logged to the CRM .

## Data sources

Quote & application status Document checklists Process rules CRM

## What it targets

Stalled quotes followed up Target 95%

Applications completed Target 18%

Escalated to a licensed adviser Target 100%