Sevenfold for Insurance Brokers — AI Customer Support Manager
AI Customer Support Manager for Insurance Brokers
SAGE works inside your inbox and helpdesk — triaging every enquiry to your brokerage, drafting accurate replies from your policies, and escalating the ones that need you. Nothing slips, nobody waits.
Meet SAGE
Support that never falls behind
SAGE is Sevenfold’s AI customer support manager — reading every incoming enquiry to your brokerage, working out what it needs, and getting clients fast, accurate answers.
Every enquiry triaged in seconds
Busy day or quiet one, SAGE reads every message as it arrives, works out what it needs, and routes it right.
- Picks up enquiries from email, chat, and contact forms
- Detects intent and urgency automatically
- Fast-tracks the urgent ones so they reach you first
- Routes to the right person when a human is needed
- Keeps response times consistent, even at peak
Instant answers from your own knowledge
Most enquiries are the same questions on repeat — claims progress, policy changes, and renewal questions. SAGE answers them accurately from your policies, instantly.
- Handles the repeat questions — claims progress, policy changes, and renewal questions
- Answers from your real policies and processes, not guesses
- Drafts replies for approval or sends within your guardrails
- Keeps a consistent, on-brand tone in every reply
- Updates its answers the moment your policies change
Escalation with judgment
SAGE knows what it should handle and what it shouldn’t. Sensitive cases reach your team with everything they need to resolve fast.
- Escalates complaints, edge cases, and VIPs to humans
- Hands over with full history and a suggested reply
- Never sends outside the guardrails you set
- Weekly report on volumes, themes, and recurring issues
- Frees your team for the conversations that matter
Questions & Answers