Qualify the prospect, book the consultation and chase missing documents — while you stay in the meeting that is already on the clock.
Gesprek loopt…
Dezelfde problemen duiken in bijna elke wachtrij op voordat een agent het overneemt.
Billable hours and inbound inquiries collide. A voicemail from a hot lead is usually a first meeting at another advisor.
Product questions, document lists and 'does Thursday work' are not advice — but they still steal the calendar.
Warm prospects go cold because nobody has a block to call the list. Pipeline dies in the CRM, not in the market.
Milian · AI-agent
Inkomend gesprek
Milian neemt direct op en opent de juiste workflow voor financieel advies.
Gebouwd voor de gesprekken die je team elke dag afhandelt. Geen standaardscript.
Every inbound call is asked about goals, horizon and whether they already have an advisor — before it reaches you.
Qualified prospects get a real slot from your calendar, with a topic note so you can prepare.
Outbound calls name the missing ID, depot statement or Versorgungausweis instead of a generic nudge.
How onboarding works, what you do and don't advise on — answered from your knowledge base, never as a personal recommendation.
Outbound follow-ups reach prospects who went quiet, and either book a next step or close the file cleanly.
Evening shoppers still get a structured conversation, so Monday starts with appointments, not a voicemail dump.
Drie cijfers tonen wat de agent bij elk gesprek levert.
Lower cost of handling inbound inquiry calls
Lead capture while you're in a client meeting
Faster path from first call to a booked consultation
De platformonderdelen die je team voor deze workflow het meest gebruikt.
No. It qualifies, books and follows up. Recommendations stay with licensed advisors; the agent will not pick a product on the call.
Start een agent voor deze workflow, geef hem een taak en bel hem binnen een paar minuten zelf.
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