Stop Wasting Hours on Service Sales
Automate selling services and equipment—faster proposals, follow-ups, and documentation.
Selling trusts, investments, or check processing services means endless proposal edits, chasing signatures, and updating records. Every missed detail or delayed response risks losing a deal and eats into your selling time.
The hidden cost
What this is really costing you
Selling complex financial services or equipment requires juggling multiple documents, customizing proposals, and ensuring compliance—all while keeping prospects engaged. Manual processes slow you down and increase the risk of costly errors. The constant back-and-forth drains your energy and limits your time for actual selling.
Time wasted
1.6 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,320/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep doing it manually, you’ll spend hours on repetitive admin, risk missing deadlines, and lose potential sales to more responsive competitors.
Return on investment
The math speaks for itself
Today — without agent
1.6 hrs/week
of manual work
With your AI agent
0.3 hrs/week
agent-handled
You save
$1,885/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Quick Proposal Turnaround
You ask your agent to generate a customized proposal for a new trust service client within minutes.
Streamlined Document Prep
You ask your agent to draft and organize all paperwork needed for a new investment product sale.
Automated Follow-Up
You ask your agent to write and schedule a follow-up email for a client who hasn’t responded.
Client Needs Recap
You ask your agent to summarize a client’s requirements after a discovery call, so you can tailor your pitch.
How to hire your agent
Connect your tools
Link your financial analysis, document management, and client tracking tools so the agent can access what it needs.
Tell your agent what you need
Type: 'Draft a proposal and follow-up email for Smith Corp’s check processing service inquiry.'
Agent gets it done
Receive a ready-to-send proposal, follow-up email, and a compliance checklist—all customized for your client.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Proposal Generation
Creates tailored proposals and quotes based on your input, ready to send to clients instantly.
Document Preparation
Drafts, formats, and organizes contracts, agreements, and service documentation for your review.
Follow-up Email Drafting
Composes professional follow-up emails to prospects, ensuring timely communication and higher close rates.
Client Needs Summarization
Summarizes client requirements and recommends relevant services or equipment for your sales pitch.
Compliance Checklist Creation
Generates checklists to ensure all regulatory and internal requirements are met for each sale.
AI Agent FAQ
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