Using an AI agent in finance, insurance, legal, and health offices
Regulated businesses can use an AI agent safely when it answers about the business and hands professional questions to people. Here is how.
By the Sanma team ·
Accounting firms, insurance agencies, mortgage brokers, law offices, and clinics get many of the same everyday questions as any other business, and they often have the busiest phones. An AI agent can answer those questions well, as long as it is set up to stay on the right side of one clear line: it talks about your business, and it hands professional questions to your professionals.
What the agent can handle
- Office hours, locations, and how to reach the right person
- The services you offer and how your process works in general
- Published fees and what is included
- Which documents to bring, and how to book a consultation
- Taking a detailed message and the caller's contact details
What it should never do
An AI agent should not give personal financial, investment, tax, legal, or medical advice. With Sanma, those questions are passed to your team with the full conversation attached, and you can write that rule directly into your agent's instructions.
Keep internal guidance internal
Mark internal procedures as internal knowledge so they guide the agent's handling without being quoted to customers. Approve every source before it goes live.
Control recordings and retention
You decide whether calls are recorded and how long conversation data is kept. Each business's data is kept separate from every other business and is never sold.
Talk to us about your requirements
If your business has specific compliance requirements, talk to the Sanma team before going live. Book a demo and we'll walk through your setup with you, or ask our assistant how it would work for your office.
