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
Dental Practices
Ecommerce Agencies
Ecommerce Retailers
Educational Institutions
Equipment Leasing Companies
Event Planning Companies
Farm Management
Financial Advisory Services
Fleet Management Companies
Food Service Distribution
Grant Writing Services
Healthcare Administration
Hospitality Management
Human Resources
IT Managed Service Providers
Importexport Businesses
Insurance Brokerages
Inventory Management Services
Legal Firms
Logistics And Supply Chain Management
Manufacturing Operations
Market Research Firms
Marketing Agencies
Medical Claims Processing
Mortgage Brokers
Nonprofit Organizations
Pharmacies
Professional Certification Organizations
Property Management
Public Relations Agencies
Publication/Editorial Teams
Real Estate Agencies
Recruitment Agencies
Retail Merchandising
Small Business Advisory Services
Social Media Management Agencies
Training And Development Providers
Travel Agencies
Veterinary Clinics
Industry
Experience Management
Facilities
Facilities Management
Faculty Affairs
Family Office
Finance
Finance Operations
Financial Aid
Financial Planning
Fleet Management
Food and Beverage
Front Desk
Front Office
Fundraising
Governance
Group Management
Guest Services
HR
Health Information Management
Hospitality
Housekeeping
IT
Influencer Management
Information Technology
Institutional Research
Insurance
Intake
Integration
International
International Programs
International Relations
Inventory Management
Investment
Investment Management
Investor Relations
Knowledge Management
Land Management
Leadership
Learning
Learning and Development
Legal
Library
Litigation Support
Localization
Logistics
Maintenance
Management
Manufacturing
Market Analysis
Market Research
Marketing
Media
Membership
Merchandising
Network Management
Offboarding
Omnichannel Support
Onboarding
Operations
Optimization
Outreach
PR
Partner Management
Partnerships
Patient Services
Patient Support
Payroll
Performance Management
Personalization
Pharmacy
Planning
Policy
Population Health
Pricing
Pro Bono
Process Improvement
Procurement
Product Management
Production
Program Management
Project Management
Property Management
Provider Relations
Public Relations
Quality
Quality Assurance
Quality Control
Recruitment
Registrar
Relationship Management
Remote Work
Research
Research Administration
Resource Management
Retirement Planning
Revenue Cycle Management
Revenue Management
Risk
Risk Management
SEO
Function
Filter use cases:

Insurance Brokerages

Finance

Operations

Administration

Premium Allocation & Invoicing

Create AI agents for:

Allocating premiums and managing ongoing invoicing processes.
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Insurance Brokerages

Analytics

Operations

Strategy

Business Intelligence & Market Analytics

Create AI agents for:

Analyzing ongoing business intelligence and market analytics for strategic insights.
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Insurance Brokerages

Operations

Compliance

Administration

Policy Document Management & Organization

Create AI agents for:

Organizing and managing ongoing policy documents and ensuring accessibility.
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Insurance Brokerages

Operations

Administration

Account Management

Carrier Application Completion & Submission

Create AI agents for:

Completing and submitting ongoing carrier application forms and packages.
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Insurance Brokerages

Sales

Account Management

Operations

Cross-Selling & Account Rounding Opportunities

Create AI agents for:

Identifying and pursuing ongoing cross-selling and account rounding opportunities.
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Insurance Brokerages

Operations

Account Management

Relationship Management

Carrier Relationship & Performance Management

Create AI agents for:

Managing and tracking ongoing carrier relationships and performance metrics.
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Legal Firms

Legal

E-Discovery

E-Discovery Management & Production

Create AI agents for:

Tracking collection processes, monitoring review progress, generating privilege logs, and coordinating production preparation
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Legal Firms

Legal

Intake

Client Intake & Conflict Checking

Create AI agents for:

Streamlining information collection, conducting conflict searches, identifying issues, and coordinating client documentation
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