100+ AI agent use cases

Use cases for every business sector and function

Find use cases for AI agents that can transform the way you work.

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Accountants
Bookkeeping Services
Business Consultancies
Commercial Real Estate
Commodities Trading
Compliance Monitoring Services
Construction Project Management
Content Creation Studios
Credit Repair Agencies
Customer Loyalty Program Managers
Customer Support Centers
Data Analysis Consultancies
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Ecommerce Retailers
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Equipment Leasing Companies
Event Planning Companies
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Food Service Distribution
Grant Writing Services
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Importexport Businesses
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Legal Firms
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Function
Filter use cases:

Mortgage Brokers

Operations

Executive & Strategy

Sales

Rate Monitoring & Opportunity Alerts

Create AI agents for:

Monitoring interest rates and alerting brokers to opportunities, enabling timely client engagement and refinancing actions
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Mortgage Brokers

Operations

Legal & Compliance

Document Organization & Compliance Review

Create AI agents for:

Organizing loan documentation and conducting compliance reviews to ensure audit readiness and regulatory adherence
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Mortgage Brokers

Operations

Customer Success & Support

Closing Coordination & Documentation

Create AI agents for:

Coordinating closing logistics and documentation, ensuring all parties are prepared and transitions are seamless
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Mortgage Brokers

Operations

Marketing & Communications

Customer Success & Support

Application Status Tracking & Updates

Create AI agents for:

Tracking application progress and delivering automated status updates to clients, ensuring transparency and timely action
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Mortgage Brokers

Finance & Accounting

Customer Success & Support

Executive & Strategy

Credit Report Analysis & Improvement

Create AI agents for:

Analyzing credit reports, identifying improvement opportunities, and tracking credit enhancement progress for clients
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Mortgage Brokers

Executive & Strategy

Customer Success & Support

Sales

Loan Product Matching & Recommendation

Create AI agents for:

Analyzing client profiles and recommending optimal loan products through automated comparison and personalized matching
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Insurance Brokerages

Operations

Sales

Market Submission Preparation & Coordination

Create AI agents for:

Preparing and coordinating ongoing market submissions for insurance carriers.
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Insurance Brokerages

Operations

Legal & Compliance

Certificate of Insurance Management

Create AI agents for:

Managing and issuing certificates of insurance on an ongoing basis.
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