Insurance
Insurance Broker Email Assistant
For brokers handling client emails, claims, renewals and missing documents every day.
- Classifies incoming requests
- Flags missing documents and urgent renewals
- Drafts replies and follow-up reminders
Practical examples
Use cases for managed AI assistants
See how Opero assistants can handle email, follow-up, meetings, reporting and creative operations in real business workflows.
Use cases
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Real estate
Real Estate Lead Follow-Up Assistant
For agencies losing buyer and seller leads inside inboxes, portals and forms.
- Summarizes property inquiries
- Extracts buyer criteria and timeline
- Creates follow-up tasks and hot-lead briefs
Meetings
Meeting-to-Tasks Assistant
For consultants and SMB teams where meetings create decisions but follow-up gets lost.
- Turns notes into tasks, owners and deadlines
- Drafts follow-up emails
- Creates a weekly open-loop report
Customer support
Customer Email Agent Demo
For SMB teams answering customer emails while keeping control over replies and CRM updates.
- Monitors incoming customer emails
- Drafts CRM updates and replies
- Requires human approval before sending
Creative ops
Music Label Operations Demo
For music labels and creative teams managing artists, releases, bookings and partnerships.
- Artist Inquiry & Booking Triage
- Artist Submission Pipeline
- Release Campaign Planner
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