AI agent for insurance
Stop chasing customers for the details a quote needs.
The AI agent answers general questions on your WhatsApp, collects what each quote needs, books a call and passes every chat to your team. It never recommends a plan, quotes a price or gives advice.
30 minutes. You choose the day and the time.
- Never recommends a plan or quotes a price
- Claim messages handed to a person
Hi, my car insurance is due on 15 Dec. Can you get me a quote? It's a 2020 sedan, 1.6 litre
Ravi, 9:47pmHi Ravi, happy to get that started. What's your NCD now, and will anyone else drive the car?
The agent, 9:47pmAsked the questions you set for a car quote50%. My wife drives it too
Ravi, 9:49pmThanks Ravi, that's everything I need: the car, your 50% NCD, both drivers and the 15 Dec due date. I'll send your quotes here.
The agent, 9:49pmDetails on his card, handed to you to quote
Quote requests
A quote request with half the details is two days of back and forth.
A customer asks for a car insurance quote and gives you the model. You need the year, the NCD, the drivers and the due date, so it takes four more messages over two days. The agent asks for all of it in the same chat and hands you a request you can quote.
01Quote requests
Get the NCD, the drivers and the due date in one chat.
Write down what you need for each kind of cover: car, travel, home or business. The agent asks for it in the chat and writes the answers onto the contact card, so the request reaches your team ready to quote.
- Your questions for each kind of cover
- Answers saved to the card
- It never asks for an NRIC, bank details or card numbers
02Claims
Put a claim in front of a person straight away.
Someone writes about an accident or a hospital stay. That chat shouldn't wait behind quote requests. With the ready-made Somebody Mentions A Claim workflow, any chat that says claim, hospital or accident is tagged, noted and given to a person.
- Tagged claim, with a note of what they said
- Assigned to you
- Hand-over alerts on WhatsApp or in a Lark group
03Renewals
Remind customers before their renewal date.
Save each customer's renewal date on their card. A workflow can start before that date and send a reminder in your words, and the replies come to your team.
- Starts from a date on the contact card
- Your wording, your timing
- Replies go to your team
04What it won't do
It answers and books. It never advises.
From the day you start, the agent runs on rules that bar advice. It never recommends a plan or an insurer, never quotes a price, and never gives insurance or financial advice. A question about which cover to buy goes to your team.
- Never recommends a plan or an insurer
- Never quotes a price
- Complaints, and anyone who mentions a regulator, go to a person
Ready-made
Three ready-made workflows for quotes and claims
Three of the 50 ready-made workflows, by their names in the app:
Goes well with
Let quote requests arrive ready to quote.
Start with the questions you ask before a car or travel quote.
30 minutes. You choose the day and the time.
Before it answers your customers
Questions insurance agencies ask first
It won't. Its starting rules bar advice from day one. It never recommends a plan or an insurer, never quotes a price and never gives insurance or financial advice, so a question about which cover to choose goes to your team.
No. Its starting rules never quote a price, so it collects the car, the drivers, the NCD and the due date, then hands the request to your team to quote.
No. The agent never asks for an NRIC, bank details or card numbers in the chat.
It hands the chat to a person and writes nothing else. The same goes for anyone who mentions a regulator or data protection.
Nobody can promise it won't, and WhatsApp's help centre warns that linking through unofficial apps "may put your account at risk". So it sends carefully. A new number starts no chats on day one, three on day two and ten a day until day six. After that, first messages to new leads go about an hour apart, and a risk check slows or pauses them when your number looks at risk.
There's no public price yet. On the walkthrough, you'll get a price for your number and your team.