Overview

AI reports are an out of the box option for creating compelling marketing material that is bespoke to your prospect (or client), without setting up on our MCP. 

It is a built-in feature available in the lower left corner of the modal, where you view prospect details-

You can generate a brief or detailed report for any line of coverage available in the system. You can tune it based on the approach you are going for - shop it, retention, BOR or benchmarking. By default it is set to Auto, which will choose for you based on the data available.