Demo · Insurance agents
Watch one request turn into finished work.
About a minute. Say what you need, watch your team move and see what you get to approve.
HarperChief of staff
While they worked, I found new prospects worth a look. Keep the ones you like and I'll draft introductions for you to review.
AveryRenewalsReminders ready. Here's the first one, ready for you to read.
Hi Linda, a quick note that your home policy renews on November 14. If anything has changed at the house this year, like a renovation or a new roof, let me know and we can make sure the policy still fits. Would a short call this week work?
One request. A whole team moving.
Drafts to review and new prospects to look at, all waiting for you.
Start delegatingAn illustration with made-up names and examples. Your team carries out the sends you ask for, so ask for drafts when you want to read first.
What you just saw
- You say what you need. For example: “Remind my clients whose policies renew next month, and find me new prospects.”
- Your chief of staff hands it off. It picks a team member for each part: renewals team member, inbox team member, follow-up team member.
- Your team works in parallel. Each team member takes its part at the same time, while you do other things.
- You review what comes back. Replies come back as drafts for you to read, edit and approve. Your team carries out the sends you ask for, so ask for drafts when you want to read first.
- It finds new prospects. Describe who you want to reach and set it as a routine. Your team drafts an introduction for each person for you to review.
The names and examples are made up. Your team members, your chief of staff and your approvals work the same way in your own workspace. See how Operly works for insurance agents or compare plans.
Other demos
Take one thing off your plate today.
Start with the work that keeps coming back. Tell your chief of staff, and see how it feels to have it done.
Start delegating