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
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Ecommerce Retailers
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Importexport Businesses
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Legal Firms
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Function
Filter use cases:

Mortgage Brokers

Sales

Advisory

Operations

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

Compliance

Operations

Administration

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

Administration

Client Services

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

Client Services

Communications

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

Advisory

Client Services

Finance

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

Sales

Advisory

Client Services

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

Account Management

Market Submission Preparation & Coordination

Create AI agents for:

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

Administration

Operations

Compliance

Certificate of Insurance Management

Create AI agents for:

Managing and issuing certificates of insurance on an ongoing basis.
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