New AI Agents Launched by TAP - RiskinfoNZ

Chasing missed payments manually is one of those tasks that eats your team's time every single week — and nobody ever fixes it because it's not glamorous enough to prioritize.

TAP just launched a set of AI agents built directly into their CRM, and the one worth paying attention to is the Arrears Agent. It handles missed payment workflows end to end: processes the arrears notification, contacts the client, and creates the follow-up tasks — without someone on your team having to touch it.

That's not a minor feature update. That's a specific, repeatable process your ops team probably runs on a spreadsheet or a prayer right now.

If you've been burned by CRM promises before — and you likely have — the question isn't whether AI sounds impressive. It's whether this actually replaces a manual workflow you're already doing, or just adds another layer your team has to manage around. Targeted automation on a known pain point like arrears is the right instinct. It's narrow, it's measurable, and you'll know within a month whether it's working.

The CRMs that actually stick aren't the ones with the longest feature list — they're the ones that quietly handle the tasks your team hates doing.

#CRM #SalesOps #AIAutomation #MidMarket #RevenueOperations

Original Source

The Arrears Agent automates missed payment workflows within the CRM by processing arrears notifications, notifying clients, creating follow-up ...