AI employees for industries that run on follow-ups
We go where the work is repetitive, high-volume and expensive to staff. The pattern is the same everywhere: read the work, chase, collect, update the record, escalate.
Insurance
Renewal chasing, claims document collection and policy admin follow-ups for brokers and underwriting agencies.
AI for insurance →Financial services
KYC collection, onboarding follow-ups and compliance document chasing, with every action logged.
AI for financial services →CPG & consumer goods
Trade promotion admin, supplier follow-ups and demand data collection.
AI for CPG →Professional services
Proposal follow-ups, client check-ins and invoice chasing, powered by the lead follow-up pattern.
AI for professional services →Property & strata
Work order chasing, contractor follow-ups and maintenance coordination. Our proof point: Merlo AI.
Merlo AI for strata →Your industry
If someone in your business spends the day chasing, following up and collecting information, the pattern applies.
Talk to us →Find your first AI employee in 45 minutes
Bring one workflow your team spends too long chasing. We’ll tell you honestly whether an AI employee can own it, what it would take and what it could return.
