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Real estate agents and insurance brokers face similar challenges: constant lead churn, paperwork overload, and the pressure to stand out in competitive markets.

In the past, overcoming these problems required expensive CRMs, personal assistants, or a ton of manual follow-up. Now, agentic AI is changing all of that. In real estate, AI powered agents can:

• Post engaging content automatically across multiple platforms
• Send branded outreach to homeowners with expired or canceled listings
• Qualify new leads from web forms, social media, or email
• Schedule appointments and follow up based on client behavior In insurance, agentic AI solutions can:
• Analyze incoming lead forms to prioritize qualified prospects
• Generate personalized policy quotes
• Automate multi-step onboarding for new policyholders
• Flag renewals and send automated reminders

What's unique about agentic AI is that it operates independently - not just trigger ingone action but managing an entire outcome. For example, instead of just emailing anexpired listing homeowner, an agentic system can:

• Automatically detect the expired listing from MLS data
• Generate a letter based on your brand
• Send it via print or email
• Monitor for replies
• Log outcomes in your CRM And it keeps going.

Based on replies or lack thereof, it can route the lead to the right person or follow up with a new campaign. These types of tools are no longer reserved for enterprises.Platforms like MoFlo are building solutions specifically for SMB use cases, making these workflows plug-and-play