01 / 03Quote ready
The quote is ready. The answer is missing.
Ask Milo to find the open quote and summarize the unanswered question.
Motor insurance
Laura Chen · Quote sent
Can I pay monthly?
No reply recorded
Turn more quotesinto policies.
Milo helps your team prepare quote follow-ups, claim files and policy updates, with the supporting records ready for review.
Example systems
Outlook
Google Drive
SalesforceWhatsAppInsurance
More policies. Less unfinished work.
Milo helps the team prepare quote follow-ups and customer updates from the approved records.
01 / Quote to policyExample workflow
A follow-up ready for your review.
01 / Quote to policyExample workflow
A follow-up ready for your review.
02 / 03Question answered
Answer from the quote. Keep the sale moving.
Milo checks the approved payment terms and drafts a reply for the account owner to review.
Monthly payments.
Included in the approved quote
Monthly payment option available
WhatsAppSuggested reply: Your quote includes monthly payments. Shall I send the payment link?
Keep it as a draft.
03 / 03Follow-up prepared
The reply is ready. You choose when to send.
Milo prepares the follow-up, supporting documents and CRM note. The account owner reviews the message before sending it.
Your follow-up is ready.
Laura Chen · Motor insurance
Reply drafted
Policy documents attached
CRM note prepared
The quote is ready. The answer is missing.
Ask Milo to find the open quote and summarize the unanswered question.
Motor insurance
Laura Chen · Quote sent
Can I pay monthly?
No reply recordedAnswer from the quote. Keep the sale moving.
Milo checks the approved payment terms and drafts a reply for the account owner to review.
Monthly payments.
Included in the approved quote
Monthly payment option available
WhatsAppSuggested reply: Your quote includes monthly payments. Shall I send the payment link?
Keep it as a draft.
The reply is ready. You choose when to send.
Milo prepares the follow-up, supporting documents and CRM note. The account owner reviews the message before sending it.
Your follow-up is ready.
Laura Chen · Motor insurance
Reply drafted
Policy documents attached
CRM note prepared
Reported Hexagon customer result
+30%more policies sold
A multibillion-dollar insurer used Hexagon to qualify leads, follow up automatically and guide customers from quote to purchase.
Build this workflow with us02 / Quote preparation
Request the site details needed for underwriting.
Milo checks the submitted site list against the insurer's quote checklist, drafts a targeted follow-up and prepares the received information for underwriting review.
SalesforceOutlookGoogle DriveOutlookIllustrative workflow- To
- Broker
- Subject
Property quote checklist
Broker follow-up draft: Please confirm how Site 02 is used, the occupied floor area and the tenant’s activity. We have the property schedule; these remaining occupancy details are needed for underwriting review.
Review notes
- Received
- Property schedule: Site 01 and Site 02.
- Missing
- Site 02: current use, occupied floor area and tenant activity.
03 / Claim updates
Tell the policyholder what the claim still needs.
Milo compares the received documents with the outstanding request and drafts a policyholder update for the claims handler to review. Coverage and settlement decisions stay with the handler.
WhatsAppClaims systemWhatsAppIllustrative workflowCheck the claim file and draft a request for the evidence still missing.
Suggested reply: Your damage photos are recorded on the claim. The outstanding request is the repair estimate. Once it is received, your assigned claims handler can review the next step.
Review details
- Received
- Damage photos
- Still needed
- Repair estimate
- Owner
- Assigned claims handler
ONE COMPANY. CONNECTED WORK.
The next team starts
with the right context.
Keep the customer’s request, the team’s decisions and the work already done connected through your company brain.
Explore the company brainBUILT AROUND YOUR BUSINESS
Bring us one workflow.
Let’s make it work better.
Your process. Your systems. A practical first step.
Talk to our team