Sales Process Automation — KYC + AI Suitability Reports
The Problem
Agents were doing paperwork instead of selling.
What We Built
A financial services agency was bottlenecked by paperwork. Agents spent 2–3 hours per lead on KYC forms and suitability reports instead of closing deals. We built a custom AI agent trained on their knowledge base that drafts compliance-grade reports in under 60 seconds. Capacity doubled. Policies up 30%. Paid back in 3 weeks.
Paid for itself in under 3 weeks. Agents are on calls, not writing reports.