1. After-hours call answering with morning message queue
Answers calls outside normal office hours, records the caller's message for staff review in the morning, and flags urgent matters through the agreed escalation process.
FINANCIAL SERVICES
Financial services.
Useful work, defined.
A 45-minute discovery call plus a written report: your client, policy, and review map, a data-exposure review, automation priorities ranked by value, the tools list, and a setup checklist. The assessment call is advisory; implementation follows an agreed scope and your approval.
YOUR INDUSTRY MENU
Choose the service level.
A CPAI Host is required to manage the work, including scheduling and reporting. Sanitation depends on the service. The sanitation tier is included with AI Employees.
A human approves outward messages before sending. Timing and integration details are confirmed in the implementation scope.
Regulated advice and financial commitments remain with authorized professionals.
SERVICE LIBRARY
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Automations
Performs a specific task when an event occurs, such as preparing an appointment reminder before a scheduled visit. You define the trigger and the action.
Example from this menu: After-hours call answering with morning message queue.
Calls and after hours
2. Phone intake for new prospects
Collects a prospect's contact information, planning need, timeline, and urgency for staff review and follow-up.
3. Missed-call text-back
A missed call prepares a text-back for the approved messaging process. Text only, no conversation.
4. Peak-hour overflow answering
Handles incoming calls when staff are busy, captures the caller's details and request, and routes the inquiry through the agreed process.
Booking and appointments
5. Appointment booking by phone or chat
Collects the appointment request by phone or chat, checks the configured schedule, and books an available time under the agreed booking rules.
6. Appointment reminders by SMS, email, and voice
Prepares appointment reminders through the agreed text, email, or voice process at the configured times before the appointment.
7. Reschedule and cancellation handling
Processes an appointment change or cancellation under the agreed scheduling rules and updates the calendar so staff can see the available time.
Speed to lead
8. Instant lead response
A web form submission triggers an immediate text and callback task.
Reviews and renewals
9. Review requests timed after successful reviews or claims closed
Prepares a Google review request at agreed client-service milestones, using a consistent feedback process regardless of satisfaction.
10. Policy renewal reminders and follow-up
Renewal coming, client notified, coverage check offered, renewal confirmed or rescheduled.
11. Annual review scheduling reminders
Clients due for their annual review get a reminder, booking is one tap.
12. Beneficiary review campaign reminder
Prepares an annual reminder inviting clients to review their recorded beneficiary information with the authorized professional.
Client updates
13. Claims status update notifications
Claim reported, intake taken, status updates sent to the client until the claim closes.
14. Dormant client re-engagement
No contact in 12 months, re-engagement sequence runs, review or check-in booked.
15. Review meeting prep summary
Summarizes approved client information for the advisor to review before a scheduled client meeting.
Documents and follow-up
16. Document collection requests
Checklists sent for annual reviews, received documents filed to the client record.
17. Referral request to happy clients
Prepares a referral-request message after a client review or claim closure for staff approval through the agreed follow-up process.
Reviews
18. Complaint interception
Dissatisfied clients are routed to staff for follow-up. Public-review access is not conditioned on satisfaction.
Billing
19. Balance and invoice reminders
Checks recorded balances, invoice due dates, and payment status, then prepares reminders about amounts that remain outstanding.
Workflows
Connects several tasks in an agreed sequence, such as collecting an inquiry, checking the required information, arranging an appointment, and preparing follow-up messages.
Example from this menu: New client onboarding.
Client acquisition
1. New client onboarding
Prospect arrives, fact finder sent, risk profile captured, KYC documents collected, welcome meeting booked. No client starts without a complete file.
2. Lead nurture
A lead arrives, a response is prepared for approval, qualification questions are asked, appointment is booked, and non-bookers enter a follow-up sequence.
3. Referral intake
A referral is received, the client is contacted, details are verified, an appointment is scheduled, and confirmation goes back to the referrer.
Reviews and renewals
4. Annual and semi-annual review workflow
Reviews scheduled ahead, client statements and documents gathered before the meeting, prep summary for the advisor, meeting held, follow-up actions logged.
5. Policy renewal workflow
Renewal coming, client notified, coverage check offered, renewal confirmed or rescheduled, file updated.
6. Beneficiary review workflow
Annual beneficiary check offered to every client, updated where changed, confirmed where not, file noted.
7. Dormant client re-engagement workflow
No contact in 12 months, re-engagement sequence runs, review or check-in booked, outcome logged.
Claims and service
8. Claims support intake and status tracking
Claim reported, intake taken, insurer contact tracked, status updates sent to the client until the claim closes.
Revenue and reputation
9. Review generation
Request honest feedback consistently. Route complaints to staff for follow-up without screening who may leave a public review.
10. Referral generation from happy clients
Happy client identified after a review or claim, referral ask made at the right moment, simple share link provided.
11. Review Defense
We prepare and track disputes for reviews that may violate platform policies; the platform decides whether to remove them. Genuine reviews get a professional response. Monitoring across Google for new reviews. Each negative review is checked against Google's removal policies. Dispute filings are drafted for fake, spam, or policy-violating reviews, human-approved before submitting. Appeals are tracked on denials with documentation. Genuine reviews get a professional drafted response instead of a dispute.
12. Balance collection
Aging balance triggers a polite reminder sequence with a payment link, and unanswered balances escalate to staff.
Catch-all
13. Missed-call recovery
A missed call prepares a text-back for the approved messaging process, followed by qualification and booking or a queued callback. The full playbook, not just a text.
Agents
Works toward a defined goal and chooses its next step using approved information and tools. For example, it can check appointment availability and recommend how to fill an opening.
Example from this menu: Receptionist Agent.
Front of house
1. Receptionist Agent
Goal: no call goes unhandled. Answers 24/7, routes to the right person, takes messages, books appointments.
2. Intake Agent
Goal: every inquiry captured and qualified. Screens, qualifies, books, separates the urgent (claim, lapse, deadline) from the routine.
Scheduling and reviews
3. Schedule Fill Agent
Goal: no empty slots. Watches cancellations, works the waitlist, runs rebooking outreach.
4. Client Review Agent
Goal: no client goes unreviewed. Tracks who is due for an annual or semi-annual review, preps the file, schedules the meeting, follows up after.
Revenue
5. Billing Agent
Goal: healthy receivables. Sends invoices, reminds on overdue accounts, offers payment plans within office policy, escalates the stubborn ones to staff.
Claims and service
6. Claims Support Agent
Goal: no claim goes untracked. Logs each claim, tracks insurer contact, sends status updates to the client until the claim closes, escalates delays to the advisor.
Reputation
7. Reputation Agent
Goal: five-star presence and damage control. Times review requests after successful reviews and closed claims, routes dissatisfied clients to staff for follow-up, drafts responses for the office to approve.
After hours
8. After-Hours Triage Agent
Goal: safe after-hours handling. Assesses urgency against office protocols, books the routine, escalates the urgent to the on-call advisor, documents everything. It routes. It never gives advice.
AI Employees
Handles the recurring responsibilities of a defined business role, such as intake, scheduling, and follow-up. It combines the automations, workflows, and agents assigned to that role, with agreed human approvals.
Example from this menu: AI Intake Coordinator.
Client-facing
1. AI Intake Coordinator
Jobs: answer every inquiry, screen and qualify, book appointments, follow up no-shows. Frees the office staff for in-person client care.
2. AI Front Desk Receptionist
Jobs: answer every call, route to the right person, take messages, book appointments, greet website chat visitors. Escalates calls that need staff attention.
Client service
3. AI Client Service Coordinator
Jobs: track annual and semi-annual reviews, schedule and prep meetings, run policy renewal reminders, coordinate beneficiary reviews, re-engage dormant clients.
Revenue
4. AI Billing Coordinator
Jobs: send invoices, follow up overdue accounts, manage balance collection, set up payment plans within office policy.
Growth and reputation
5. AI Reputation Manager
Jobs: request reviews at the right moment, route dissatisfied clients to staff for follow-up, draft responses for approval, watch the ratings.
6. AI Referral Coordinator
Jobs: log every referral, conduct outreach, book appointments, thank referrers, track referral ROI by source.
HOST AND SYSTEM
Host and
complete-system options.
CPAI Host manages your selected services, including scheduling work and reporting results. It is $299/month without PII sanitation or $499/month with PII sanitation. The sanitation tier is included with AI Employees.
The Complete Automation System includes all AI Employees within one industry and the automations, workflows, and agents in their job bundles. Compliance modules and remaining automations, workflows, and agents are billed separately. Once added to the Host system, servicing of those add-ons is included in the monthly system service.
Gives staff a conversational AI assistant, like your own ChatGPT or Claude, to ask questions, draft text, and summarize approved business information in a client-controlled environment.
Compare the Host and local LLM services · Compare all services and pricingCOMPLIANCE AND MAINTENANCE
Compliance work
and ongoing service.
Relevant modules listed for this industry: GLBA, PCI DSS, SOC 2, ISO 27001. Modules are one-time add-ons scoped to client requirements. A module does not itself establish compliance or independent certification.
Explore the available compliance modulesMaintenance is included in the local LLM host service and the Complete Automation System. AI Employee pricing includes ongoing service and support. Other services have an optional maintenance service for CPAI Host realignment, updates, and patching. Clients receive email notices when updates are available and may choose to perform updates in-house.
View IT response timesENGAGEMENT DETAILS
Terms and
local LLM certification.
A one-year term applies only to AI Employees, the Complete Automation System, and the local LLM service. All other services, including the Host, cancel with 30-day written notice by email with a digital signature to begin offboarding.
AI model usage and messaging are passed through at cost. Call for pricing for adds, changes, and technician work. Two revision rounds are included with one-time items; further revisions are billed at that rate in 15-minute increments.
Certification applies only to the Certified Private AI local LLM host service. A Certificate of Conformance records a named environment, scope, assessor, date, and result against the four conditions. The implementer may also perform the assessment. It is not independent third-party certification or a legal compliance determination.
Read the local LLM conformance conditionsPRICING FOR YOUR BUSINESS
Call for pricing.
Tell us the work you want handled. We will discuss the service, setup, and ongoing support that fit your business.
Call (888) 796-8280YOUR NEXT STEP
Start with one useful process.
A $99 AI Readiness Assessment maps the work and gives you a prioritized plan.
Choose one benefit with your $99 AI Readiness Assessment: a $99 credit toward any tier purchase within 30 days, or one free automation, workflow, or agent.
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