Enable automatic client assignment into designated pipelines within AgencyZoom based on the insurance type selected. With this functionality, a health insurance client would automatically enter the “Health Insurance” pipeline, which might include stages like “Health Evaluation” and “Policy Selection,” while an auto insurance client would enter the “Auto Insurance” pipeline with ...

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We have a Calendly integration now available here: https://gail.lula.com/partners  ·

GAIL is an Insurance AI tool that is capable of having human-like conversations, built to lower Customer Acquisition, and Support costs. GAIL is the only Artificial Intelligence tool specifically created for Insurance Agencies.

Login to GAIL, the conversational AI for insurance by LULA.

GAIL. GAIL is a voice powered AI tool that is capable of having human like conversations, built to lower Customer Acquisition, and Support costs.

Sharing is caring and we love that many of you want to share use cases with each other. We now have the ability to share these between users. For now its just able to share one at a time but we have plans to bring Use Cases to Scripts, for outbound calls, and we will enable more sharing of all your use cases.

Managing Redialing Rules. Purpose: To limit how many times you call a customer, you can use the redialing rules, which are controlled by two important fields: Max Communications Per Contact and Max Communications Per Phone Number. These settings are particularly useful as contacts can now have multiple phone numbers. For example, you can set a limit to ensure you don’t …

many customers call in more than once, or you might even have a campaign that called them. With Call History you can view a call's history at the bottom of the page within the timeline.