Same Cole, framed for the specific work your team actually runs. Pick the closest fit - or start with the generic Cole and ask him to handle what yours needs.
For insurance agencies
Run your book. From a chat.
Cole is the AI coworker for independent insurance agencies, brokers, and MGAs. Capture new-business submissions, chase renewals, draft client emails, log call notes, and keep your producers focused on selling - across WhatsApp, Slack, email, and SMS. Works alongside your existing AMS.
Cole is the AI coworker for the operations side of independent clinics, multi-site practices, and dental + vision groups. Front-desk callback chase, scheduling reminders, vendor + payer follow-up, internal staff comms - across WhatsApp, Slack, email, and SMS. Scoped to non-PHI clinic ops today; HIPAA BAA is on the Enterprise roadmap.
Cole is the AI coworker for the operations side of residential brokerages, property managers, and co-living + rental operators. Lead follow-up, viewing scheduling, vendor + maintenance dispatch, tenant comms, renewal nudges, owner reports - across WhatsApp, Slack, email, and SMS. Your CRM and PMS stay the system of record.
Cole is the AI coworker for boutique consultancies, creative + media agencies, production companies, and professional-services firms. Proposal + SOW drafting, meeting prep packets, freelance + vendor coordination, invoice + AR chase, weekly deliverable updates, retainer health - across WhatsApp, Slack, email, and SMS. Your accounting, time-tracking, and CRM stay the system of record.
Cole is the AI coworker for small and mid-sized law firms and solo practitioners. Client intake triage, deadline and calendar management, client update drafting, billing narrative capture, document prep reminders - across WhatsApp, Slack, email, and SMS. Your practice management system stays the system of record. Cole does not give legal advice.
Cole is the AI coworker for CPA firms, bookkeeping practices, and tax prep shops. Client document chase, engagement letter drafting, filing deadline tracking, client update comms, billing and AR chase - across WhatsApp, Slack, email, and SMS. Your tax and accounting software stays the system of record.
Cole is the AI coworker for HR departments, PEOs, and people-ops teams. Interview scheduling, onboarding task chase, policy question routing, employee comms hub, offboarding checklists - across WhatsApp, Slack, email, and SMS. Your HRIS and ATS stay the system of record.
Cole is the AI coworker for hotels, restaurants, event venues, and catering companies. Guest inquiry triage, shift swap coordination, vendor and supplier chase, event prep checklists, review response drafting - across WhatsApp, Slack, email, and SMS. Your PMS and POS stay the system of record.
Cole is the AI coworker for freight brokers, 3PLs, last-mile operators, and dispatch teams. Carrier follow-up, status update collection, customer ETA comms, exception alerting, paperwork chase - across WhatsApp, Slack, email, and SMS. Your TMS stays the system of record.
Cole is the AI coworker for boutique strategy and management consultancies. Proposal and deck prep, meeting prep packets, deliverable status tracking, client comms drafting, billing chase - across WhatsApp, Slack, email, and SMS. Your CRM, project tools, and accounting software stay the system of record.
Cole is the AI coworker for freelancers, independent professionals, and small studios. Client comms hub with one thread per client, proposal and SOW drafting, invoice and AR chase, project status updates, scheduling - across WhatsApp, Slack, email, and SMS. Your invoicing and time-tracking tools stay the system of record.
The generic Cole works for any small or mid-sized team. Start free and tell him what your team actually runs - he adapts. If you'd like a tailored vertical, talk to us.