Ejecutivo Inteligente is the AI assistant for service, operations and sales teams. It answers with SACS Copilot data, gets the day's work ready and takes care of repetitive tasks.
Ask in plain language about policies, receipts, renewals or claims and get answers backed by SACS Copilot data.
Summarizes accounts before a call, drafts client emails and puts together the day's reports.
Spots upcoming renewals, unpaid premiums and cross-sell opportunities in your book.
Sends reminders, updates statuses and logs follow-ups with no manual data entry.
Fast answers for policyholders with the full context of their account.
To-dos, expirations and reconciliations at a glance, without building reports by hand.
Client context and opportunities ready before every conversation.