# Prescription, quote, coverage and customer follow-up

The shop reduces blocked files and repeated counter calls.

- **Page** : https://bruno.incwo.com/en/use-cases/suivre-dossiers-mutuelle-opticien
- **Secteurs** : Local shops, Paramedical practices
- **Fonctions** : Ops, Finance, Customer success

## The situation
Optical files mix prescription, quote, insurer, customer balance, missing documents and follow-ups.

## What you want
I want files to move forward without calling the customer for the same document.

## A plain AI chat
An AI chat explains reimbursement, but it does not track each file, document, quote and insurer reply.

## With Bruno
Bruno sorts documents, flags gaps and prepares customer or insurer follow-ups to approve.

## Agents involved
- Optical file agent
- Documents agent
- Follow-up agent

## Deliverables
- File statuses
- Missing documents
- Prepared follow-ups
- Customer balance

## Gains
- Files ready before service, sale or follow-up
- Fewer scattered calls and improvised callbacks