Auto policy assistant – Migdal / Amigo
End-to-end policy issuance from an existing quote – vehicle, coverages, drivers, preview, approval gates and audit log.
Best for: A relatively structured insurance workflow.
Use cases
Where MILO removes operational friction.
Real operational patterns – what employees do today, what MILO suggests, and where human approval gates execution.
New · Insurance demo center
Insurance demo center
Choose between the Migdal / Amigo simulation and the Ayalon / Hachshara simulation, and show clients how MILO detects repetitive workflows, runs an operational assistant, pauses at risk points and logs every action.
Auto policy assistant – Ayalon / Hachshara
A cross-system workflow: agent portal, user auth, legacy system, exceptions, manual handling and audit log.
Best for: Showcasing complex multi-portal operational reality.
Incoming customer request handling
Customer Operations · Email → CRM → Task system → Email reply
Manual today
Operator reads inbound email, copies fields into CRM, opens a task, drafts a reply.
MILO workflow
MILO extracts fields, syncs CRM, opens task, drafts a reply for review.
Human approval
Reply queued for operator approval before send.
Business value
Cuts intake handling time by 60–80% with zero data drift.
CRM update assistant
Sales / Account Mgmt · Email / Notes / Forms → CRM
Manual today
Reps update CRM after every interaction, often hours later or not at all.
MILO workflow
MILO summarises the interaction and proposes structured CRM updates.
Human approval
Rep approves each field change.
Business value
Cleaner pipeline data with no extra typing.
ERP order status update
Operations · ERP → Customer notification → Follow-up task
Manual today
Status changes copy-pasted into emails; follow-ups slip.
MILO workflow
On ERP status change, MILO drafts a customer update and a follow-up task.
Human approval
Customer-facing email always awaits approval.
Business value
Consistent customer comms, no missed follow-ups.
Document checklist verification
Compliance / Underwriting · Email / Upload folder → Checklist → Missing-doc request
Manual today
Manual cross-check against a paper or sheet checklist.
MILO workflow
MILO matches uploaded files to required items and drafts a missing-document email.
Human approval
Missing-doc requests require approval; checklist auto-updates after review.
Business value
Faster onboarding, fewer compliance gaps.
Email-to-task workflow
Any back-office role · Email → Task management platform
Manual today
Forward email to self, copy details into task, set deadline.
MILO workflow
MILO converts an email thread into a structured task with owner, deadline and links.
Human approval
Task creation visible in preview; sender notification optional.
Business value
Nothing falls between inbox and task tool.
Recurring report generation
Operations Manager · CRM / ERP / Spreadsheet → Report draft
Manual today
Pull data, paste, format, send weekly.
MILO workflow
MILO assembles the recurring report draft from connected systems on schedule.
Human approval
Manager reviews and approves before distribution.
Business value
Hours saved every week, consistent format.
Supplier follow-up
Procurement · ERP → Email → Task
Manual today
Chase suppliers manually for ETAs and confirmations.
MILO workflow
MILO drafts follow-ups based on ERP order status and opens tasks for slipping items.
Human approval
Outbound emails approved before send.
Business value
Fewer late deliveries, fewer escalations.
HR onboarding process
HR / People Ops · Email → Forms → Task checklist → Internal systems
Manual today
Coordinating onboarding across many systems and stakeholders.
MILO workflow
MILO orchestrates the onboarding checklist and routes tasks to system owners.
Human approval
Each provisioning task confirmed by the responsible owner.
Business value
Faster, more consistent first-day experience.
Finance back-office processing
Finance / AP · Invoice email → ERP / accounting → Approval task
Manual today
Extract invoice fields, key into ERP, route for approval.
MILO workflow
MILO extracts invoice fields, drafts ERP entry, routes for approval per policy.
Human approval
ERP write requires accountant approval; policy thresholds enforced.
Business value
Faster cycle time with full audit trail.
NEW · Process Intelligence
Before choosing what to automate, MILO can first help identify and quantify repetitive processes across the work environment.
Explore Process Intelligence