A Hexagon engineer working alongside an operations lead at her company

Automate any workflow

More revenue.
Less wasted work.

Hexagon finds where your revenue stalls and your costs pile up, then puts AI to work on it.

See it in action Bring us your workflow ↗
Scroll to follow the work

Recover the sale.
Remove the busywork.

Milo uses your records and approved terms to prepare follow-ups and complete the admin you request.

Insurance · An opportunity in plain sight

01 / Find the revenue leak

The quote was ready.
The customer was waiting.

Ask Milo to compare sales records and conversations, and summarize the follow-up that is missing.

Salesforce · Open quote

Laura Chen

Motor insurance

Quote sent3 days ago
Customer’s last message

“Can I pay monthly?”

No reply recorded

A ready quote. One question blocking the sale.

The gapSalesforce + WhatsApp

02 / Recover the opportunity

The right follow-up.
While it still matters.

Milo drafts the reply from the approved quote. You review it and approve the follow-up before it is sent.

Company brainApproved quote · Monthly payment terms
Your insurerWhatsApp

Hi Laura. Your quote includes monthly payments. Shall I send the payment link?

Yes, please.

Motor insuranceComplete your policyOpen secure checkout

Done, thank you.

Approved quote + payment terms + conversation

03 / Grow without the extra admin

The policy is sold.
The paperwork is done.

After you approve the follow-up and payment is confirmed, Milo updates the records and sends the documents you requested.

Sale completed

Purchase complete.

Laura Chen · Motor insurance

Payment confirmed
  1. Sales record updated
  2. Receipt recorded
  3. Policy documents sent

One sale. No rekeying across systems.

Insurance · Illustrative workflowScroll to follow the opportunity

Illustrative workflow. Quotes, payment options and actions follow the insurer’s approved rules.

The quote was ready. The customer was waiting.

Ask Milo to review Salesforce and the customer conversation, and identify the unanswered question.

The right follow-up. While it still matters.

Milo prepares a reply from the approved quote and payment terms. You review the message and approve sending it.

The policy is sold. The paperwork is done.

After confirmed payment, Milo completes the approved record updates, receipt and document delivery.

Reported Hexagon customer result

+30% more policies sold.

A multibillion-dollar insurer used Hexagon to qualify leads, automate follow-ups and guide customers from quote to purchase.

More opportunities at the same insurer.

Revenue opportunity · Renewals

Keep customers renewing.

Ask Milo to prepare the renewal reminders. Review the offers and approve sending them; Milo carries the confirmed renewal into the record.

  • Salesforce
  • Google Calendar
  • Gmail
Upcoming renewalsGoogle Calendar

October

Amira PatelPolicy renewal coming up
Renewal reminderSent

Hi Amira, your renewal is ready on the approved terms. Use the secure link to renew.

Renewal confirmedPayment complete. Your policy is renewed.

Renewal recorded in Salesforce

Illustrative workflow

Cost opportunity · Document collection

Stop chasing paperwork.

Ask Milo to check the document list, draft requests for missing files and organize the replies after you approve the follow-up.

  • Gmail
  • Google Drive
  • Salesforce
Document requestSent

One document left.

Hi Amira, please reply with your proof of address to complete your file.

Google Drive
Proof of addressReceived from customer
Customer recordAmira Patel
Proof of addressFiled

Customer file complete

Illustrative workflow

Cost opportunity · Payment reconciliation

Keep the books up to date.

Ask Milo to match the confirmed payment with the customer and prepare the QuickBooks entry for your review.

  • Payment confirmation
  • Salesforce
  • QuickBooks
Payment confirmedAmira Patel · Policy renewal

Matched to the customer and policy

QuickBooksRecorded

Sales receipt

Customer
Amira Patel
For
Policy renewal
Payment
Confirmed

Receipt saved. Customer record updated.

Illustrative workflow

Behind Laura’s sale

What your company knows.
Put to work.

Explore the company brain

From your systems

  1. SalesforceApproved quote
  2. NotionPayment terms
  3. WhatsAppCustomer history

WhatsAppSent on WhatsApp

Hi Laura. Your quote includes monthly payments. Shall I send the payment link?

Sale recovered

An AI-native service, built with your team

Find your next
growth opportunity.

01

Find the missed opportunity.

Trace where sales stall and manual work adds cost.

02

Put Milo to work.

Our team helps you connect Milo to your systems, test the workflow and put it to work.

03

Measure the business result.

Measure results with your team, then refine the workflow in production.

Bring us your workflow

Illustrative Milo workflows. Connected systems, permissions and actions are configured with your team.