Sales automation
Your agent sends a discount nobody approved. The buyer expects you to honor it. Explore coverage for claims caused by sales AI mistakes.
For AI sales platforms and revenue teamsThe agent can prepare the deal. Who can approve the terms?
Example agent profile
Approved CRM fields and public company information.
A message using the current product and pricing facts.
Discount limits, recipients and required approvals.
The approved message and its delivery receipt.
Signing contracts, changing approved price lists and granting exceptions without the designated approver.
Tie approval to the exact quote version, recipient and discount. Editing an approved draft should trigger a new review.
Illustrative workflow
Please send the standard quote for 20 seats.
Fictional example. No live action is taken.
Prepare the quote from the approved catalog. Send it only when the account's approval rules allow it.
Hypothetical examples, not reported customer incidents. The profile and illustrations describe a possible deployment, not a named company's controls or test results.
The wrong promise can cost you the deal and the margin.
Buyers rely on the prices and product claims your agent sends. A sales team may discover the mistake only after the customer has signed or onboarding has started.
The agent retrieves an old proposal and quotes a discontinued rate instead of the current catalog.
The prospect expects the lower price. The vendor risks losing the deal or its margin when it corrects the offer.
Use the current approved price list. Test expired offers and record which price-list version each quote used.
A prospect says a manager promised a discount. The agent treats the message as permission and sends revised terms.
The buyer expects the discount, leaving the sales team to accept a lower margin or dispute the offer.
Check approval in the company's own system. It must match the deal, discount, recipient and version of the quote.
A roadmap note says an integration is planned. The agent describes it as available today in a sales email.
A buyer may rely on the statement when purchasing, then claim the product was misrepresented.
Separate released features from roadmap items. Test ambiguous requests for compliance and performance guarantees.
A proposal search returns a similar company name. The agent includes that customer's contract in its reply.
Private pricing and contact details reach the wrong organization, putting the existing customer relationship at risk.
Limit document searches to the correct customer account. Check the recipient and attachments before sending.
The agent starts a new email sequence without checking that the contact opted out of an earlier campaign.
The company sends unwanted follow-ups and receives complaints from people who already asked it to stop.
Check the unsubscribe list before every send, across all campaigns. Test opt-outs received by email and CRM updates.
The prospect writes "this looks promising." The agent marks the deal as won and starts onboarding.
Staff begin work that has not been agreed or paid for, and forecasts include unsecured revenue.
Require a recorded acceptance before marking a deal as won. A positive-sounding reply must not start onboarding.
Separate a sales mistake from a missed sales target.
Bring the actual statement or action to the coverage discussion: what was sent, who relied on it and what loss is alleged.
Lower reply rates, missed targets and an unhappy prospect do not by themselves show that a policy responds. Review the alleged error and the relevant contract.
| Policy or exposure | What to review | The question to ask |
|---|---|---|
| Technology E&OThe agent vendor | How the insured technology services and contractual-liability provisions apply to automated sales work.Travelers: Tech E&O | Does the declared scope include sending quotes and changing customer records? |
| Cyber & privacyCustomer information | The response to disclosure of prospect data, private proposals or account credentials.Travelers: cyber and technology coverage | What happens if the agent sends a confidential attachment without any outside intrusion? |
| Contract commitmentsThe offer sent | Performance guarantees, pricing errors, assumed liability and the cost of honoring an unauthorized discount. | Which costs are covered damages, and which remain our commercial obligation? |
General information, not a coverage determination or legal advice. Availability and terms depend on the actual deployment, policy and jurisdiction. Testing does not confirm coverage eligibility.
Protection when your agent makes a promise your business cannot keep.
Klaimee's AI agent coverage is designed for the financial consequences of agent mistakes, such as incorrect promises and actions outside approved permissions. For a sales product, the proposal needs to address the quotes and messages customers rely on.
These examples show what to address in your Klaimee quote. Only the agreed contract determines what is covered.
The agent sends an expired price or an unapproved discount.
A sales email presents a planned integration as available.
The agent attaches another customer's negotiated contract.
Your coverage proposal
Show us the size of the deals your agent handles and what it can send without approval. That helps set a limit against a realistic customer claim, not just the price of your software.
Get a quote for my sales agentThe assessment supports that proposal: we document permissions, review controls and use agreed tests to identify failures to fix. A test result alone does not activate coverage.
Coverage is subject to availability, agreed terms, limits and exclusions. A warranty attached to Klaimee's testing service backs the commitments in that service agreement; it is not blanket insurance for every loss caused by an agent.
The FTC's CAN-SPAM guide covers US commercial email, including unsubscribe obligations. Other destinations and channels may have different requirements.
FTC: commercial email guidanceBefore an AI SDR starts contacting buyers.
Review technology errors and omissions (E&O) for mistakes in the service, and cyber coverage for customer data. Describe exactly what the agent can send, promise or change. The seller using the agent and the software provider may need different protection.
A buyer may rely on the quote or allege misrepresentation. Whether it binds the business or gives rise to a covered claim depends on authority, the communications, contract terms and applicable law. Preserve the exact quote and its approval history.
No. The cost of honoring a discount is not automatically an insured loss. Check contractual-liability provisions, the alleged error and who is making the claim before assuming a policy will reimburse it.
Yes. Use a sandbox CRM, synthetic contacts and mailboxes controlled by the testing team. Outbound integrations must be isolated so that a prompt cannot redirect the test to a real recipient.
Test instructions hidden in prospect replies, uploaded proposals and retrieved web pages. Examples include a claimed executive approval or a request to attach another account's contract. The test checks whether untrusted content changes sending or discount permissions.
We look at the size of your customer contracts, message volume and what the agent can promise or send without approval. Controls, test findings and the requested limit also matter. An estimate does not activate coverage.
Provide the product website, workflow description, example outputs and approval rules. For testing, prepare an isolated endpoint with synthetic CRM data, test inboxes and access to action logs. Do not send live prospect lists through the public form.
Your sales AI agent
Start with your website and contact details. Bring a sample quote and the rules that decide when it can be sent.
