Driving Revenue with Intelligence : Inside Tangentia’s AI-Powered Sales Agent

Driving Revenue with Intelligence : Inside Tangentia’s AI-Powered Sales AgentDriving Revenue with Intelligence : Inside Tangentia’s AI-Powered Sales Agent

Driving Revenue with Intelligence : Inside Tangentia’s AI-Powered Sales Agent

In today’s hyper-competitive marketplace, sales teams are drowning in repetitive tasks—from lead qualification to pipeline updates—while trying to keep pace with customer expectations. That’s where Tangentia TiA’s Sales AI Agent comes in: a powerful, autonomous sales assistant built to streamline workflows and unlock the full potential of your revenue team.

The Rise of AI Agents in Sales

Moving beyond traditional, rule-based automation, Tangentia TiA leverages agentic process automation (APA)—a new paradigm where intelligent agents don’t just execute isolated tasks, they orchestrate them across entire workflows. Applying this approach to sales means smarter outreach, quicker follow-ups, and data-driven forecasting—all functioning autonomously in real time

What Make Tangentia’s AI Agent Stand Out

Tangentia TiA’s Sales AI Agent combines cutting-edge automation with enterprise-grade depth:

Tangentia | Global Capability Centers

Conversational Lead Engagement

The agent proactively interacts with prospects—qualifying based on customizable criteria—before routing high-value leads to reps.

Tangentia | Global Capability Centers

Data-Driven Forecasting

Powered by predictive analytics, our agent analyzes historical trends and pipeline signals to deliver visibility into potential wins and at-risk deals.

Tangentia | Global Capability Centers

Personalized Outreach at Scale

Tangentia TiA drafts custom emails and follow-up messages using generative AI—freeing reps from repetitive writing and boosting engagement rates.

Tangentia | Global Capability Centers

CRM Pipeline Management

Automated updates, activity logging, and data hygiene help maintain accuracy and ensure the CRM is always up to date—without manual effort.

Get a free Proof Of Concept

Sign up for a free POC worth $5000 for Tangentia's Agentic AI implementation. Book a discovery call with us today to find out more about what Tangentia Intelligent Automation solutions can do for you.

Tangentia’s Agentic Advantage

Unlike single-task tools, TiA’s Sales AI Agent is deployed within our full TiA platform, giving you:

What Make Tangentia’s AI Agent Stand Out

Tangentia TiA’s Sales AI Agent combines cutting-edge automation with enterprise-grade depth:

Feature What It Means for Sales
Low-Code AI Studio Build or customize agents quickly with drag-and-drop simplicity, no coding needed.
Seamless Integrations Connect effortlessly with Salesforce, HubSpot, Outlook, calendars—empowering true end-to-end workflows.
Robust Security & Compliance Benefit from enterprise-grade protections, SOC 2, and role-based access control built into Tangentia TiA.
Agent Coordination Multiple agents coordinate—handling prospecting, nurturing, forecasting—without oversight, powered by APA orchestration.
Real Outcomes for Sales Teams

Organizations leveraging agentic sales automation report:

  • Faster deal cycles through smart lead management and timely follow-ups
  • Improved pipeline accuracy and actionable forecasting arxiv.org
  • Higher conversion rates from engaging, personalized communication arxiv.org
  • Increased rep productivity—less admin, more selling time

Together, these benefits drive Tangentia’s core mission: helping businesses evolve into fully autonomous enterprises, where decision-making, execution, and adaptation happen seamlessly—without friction.

Your Next Step Toward Autonomy

Tangentia’s Sales AI Agent isn’t just a tool; it’s your intelligent co-pilot. Learn how Tangentia TiA can evolve your sales operations to:

  • Automate 80% of routine sales tasks
  • Deliver data-backed insights
  • Orchestrate complex workflows across systems and teams

This approach ensures insurers can deploy AI responsibly and at scale.

Ready to accelerate your sales with autonomy? Book a demo today and discover how Tangentia TiA can help you work smarter, sell faster, and scale endlessly.

About the Author

Ajinkya Birwadkar
Ajinkya Birwadkar is the Head of AI and Project Management Office at Tangentia, a company focused on intelligent automation solutions. As a transformative leader, he spearheads innovation in agentic process automation, leveraging his expertise to design and implement scalable, efficient solutions that bridge business needs and technical capabilities. Based in Pune, Ajinkya is recognized for his technical acumen, business insight, and strong communication skills, making him a key asset in driving digital transformation for organizations. His work at Tangentia includes deploying AI agents powered by the Tangentia Intelligent Automation (TiA) framework, as highlighted in the blog “The Autonomous Insurer: Why AI Agents Are the New Competitive Edge.” With a background from Centennial College, he is highly regarded for his leadership and ability to deliver innovative IT solutions in the insurance industry and beyond.

Tangentia is an implementation expert in Agentic AI, RPA & Intelligent Automation solutions & has partnerships with Automation Anywhere, Microsoft and UiPath.

Get Started on Your Agentic Process Automation Journey Today

Book a discovery call with a member of Tangentia’s AI team today to find out more about what we can do for you.

The Rise of Autonomous Underwriting: How AI Agents Are Reshaping Insurance Operations

The Rise of Autonomous Underwriting: How AI Agents Are Reshaping Insurance OperationsThe Rise of Autonomous Underwriting: How AI Agents Are Reshaping Insurance Operations

The Rise of Autonomous Underwriting: How AI Agents Are Reshaping Insurance Operations

As the insurance industry faces an era of rapid digital disruption, customer expectations, economic pressures, and risk landscapes are evolving at a breakneck pace. Traditional automation isn’t enough. Today, AI agents—autonomous, intelligent digital entities—are emerging as the new competitive imperative. And with Tangentia Intelligent Automation (TiA), insurers can deploy these agents to unlock agility, resilience, and unparalleled customer service.

From Rule-Based Bots to Autonomous Intelligence

Legacy RPA systems were built to follow rigid, rule-based processes. They helped insurers automate back-office workflows but often fell short when faced with real-world complexity. Enter AI agents: trained with large language models, connected to enterprise systems, and capable of reasoning, adapting, and acting independently.

At Tangentia, we equip insurance clients with AI agents powered by TiA that not only execute tasks but also understand context, learn from interactions, and make decisions. Whether it’s claims adjudication, policy underwriting, or customer engagement, TiA agents elevate operational efficiency and personalization to new heights.

Why Insurance Needs Autonomous AI—Now

Rising customer expectations: Today’s policyholders expect instant service, 24/7 availability, and tailored advice. TiA-powered agents deliver just that—without human bottlenecks.

Increasing operational complexity: From regulatory compliance to underwriting assessments, insurance operations are data-intensive. AI agents can continuously monitor, analyze, and act—reducing manual effort and errors.

Talent shortages: As skilled resources become scarce, autonomous AI agents augment human teams and free up staff for higher-value activities.

Innovation pressure: The rise of Ai agents is accelerating. Tangentia’s AI-first approach ensures you stay ahead with adaptable, scalable automation.

Get a free Proof Of Concept

Sign up for a free POC worth $5000 for Tangentia's Agentic AI implementation. Book a discovery call with us today to find out more about what Tangentia Intelligent Automation solutions can do for you.

Real-World AI Agent Use Cases in Insurance
  1. Claims Processing: AI agents gather evidence, validate data, and adjudicate claims autonomously—cutting processing times from days to minutes.
  2. Underwriting: Agents assess risk using internal and external data sources, recommending personalized policies instantly.
  3. Customer Service: 24/7 multilingual virtual agents powered by TiA handle inquiries, renewals, and complaints with empathy and precision.
  4. Fraud Detection: With real-time anomaly detection and contextual reasoning, AI agents help flag suspicious claims proactively.
From Assistance to Autonomy: The TiA Journey

Tangentia’s proprietary TiA framework allows insurance organizations to evolve from task-based bots to fully autonomous AI agents. Our phased roadmap includes:

  • Automation Readiness Assessment
  • Digital Workforce Design
  • Agent Training with Industry-Specific Data
  • Enterprise Integration
  • Governance, Compliance, and Human-in-the-Loop Oversight

This approach ensures insurers can deploy AI responsibly and at scale.

The Future of Insurance Is Autonomous

The move from automation to autonomy isn’t just a tech upgrade—it’s a strategic leap. With TiA, Tangentia empowers insurers to transform operations, accelerate growth, and deliver human-like experiences at scale.

In a world where disruption is the norm, AI agents are not just a nice-to-have—they're your competitive edge.

About the Author

Ajinkya Birwadkar
Ajinkya Birwadkar is the Head of AI and Project Management Office at Tangentia, a company focused on intelligent automation solutions. As a transformative leader, he spearheads innovation in agentic process automation, leveraging his expertise to design and implement scalable, efficient solutions that bridge business needs and technical capabilities. Based in Pune, Ajinkya is recognized for his technical acumen, business insight, and strong communication skills, making him a key asset in driving digital transformation for organizations. His work at Tangentia includes deploying AI agents powered by the Tangentia Intelligent Automation (TiA) framework, as highlighted in the blog “The Autonomous Insurer: Why AI Agents Are the New Competitive Edge.” With a background from Centennial College, he is highly regarded for his leadership and ability to deliver innovative IT solutions in the insurance industry and beyond.

Tangentia is an implementation expert in Agentic AI, RPA & Intelligent Automation solutions & has partnerships with UiPath, Automation Anywhere & Microsoft.

Get Started on Your Agentic Process Automation Journey Today

Book a discovery call with a member of Tangentia’s AI team today to find out more about what we can do for you.