AI Assistant for Insurance Customer Service
Answers policy and coverage questions from your knowledge base, collects the first details when a customer reports a claim, and saves quote requests to the contact record. Hands the conversation to your team when needed. Works on WhatsApp, Instagram, Messenger, and your website.
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Data and Access Security
Short, clear answers to the questions your security team asks first
Encrypted Message Storage
We store message content in the database encrypted with AES-256.
Two-Factor Authentication
You can use TOTP-based two-factor authentication (2FA) for panel logins.
Team, Roles, and Departments
Organize your team into roles and departments. Route claim and quote conversations to separate teams.
Searchable Conversation History
Every conversation stays recorded in the panel. Look back at what was said with a customer before.
Challenges We Solve for Insurers
The Same Questions Every Day
Coverage, required documents, payment options, opening hours. Your team answers the same questions all day long.
The bot answers these from the content you upload to your knowledge base. Your team spends its time on work that needs a decision.
Missing Details at Claim Time
A customer who just had an incident writes in a hurry. Policy number, date, and place arrive in pieces or not at all.
The bot asks the questions from your instructions one by one. Photos and documents the customer sends on WhatsApp stay in the conversation. Then the conversation moves to your claims team.
Lost Quote Requests
Quote requests arrive after hours and through different channels. It is unclear who should get back to which customer.
Conversations from every channel collect in one panel. The bot saves the contact details the customer gives, and a workflow notifies your team.
Features for Insurance Teams
Set up around your process with a knowledge base, workflows, scheduled messages, and human handoff
Policy and Coverage Questions
Answers general questions about your products, such as car, home, health, or travel insurance, from your knowledge base. Answers rely on the content you upload. It does not show a customer's own policy details.
First Details at Claim Notice
Collects first details such as the date, the place, and the policy number. It does not open a claim file; it hands the conversation and these details to your team.
Quote Request Capture
The name, phone number, and email a customer gives are saved to the contact record. Use workflows to tag the contact, notify your team, or send the details to your own system by webhook.
Renewal Reminders
Schedule a message for a later date to a customer whose renewal is coming up, or send a broadcast to a group of contacts you have tagged. The bot does not track policy end dates; you choose the send date.
Human Handoff and Departments
When the bot cannot answer, or the customer asks to talk to a person, it hands the conversation to your team. Use workflows to route conversations to your claims, quotes, or after-sales department.
Every Channel, Every Language, After Hours
Conversations from WhatsApp, Instagram, Messenger, and your website in one panel. The bot replies in whichever language the customer writes and greets customers after hours too.
Frequently Asked Questions
We do not have a ready-made policy system integration. With the REST API, webhooks, and MCP, we can build a custom integration with your organization's own systems (Enterprise plan). We plan the integration together with your IT team.
No. The bot collects the first details and hands the conversation to your team; your team opens the file in its own system. If you like, a webhook step in a workflow can send the collected details to your system.
There is no ready-made connection that reads policy end dates. You schedule the reminder in the panel as a message for a later date, or send it as a broadcast to a group of contacts you have tagged. With the WhatsApp Business API connected, you can use a Meta-approved template in a broadcast.
We store message content in the database encrypted with AES-256. Panel logins support two-factor authentication (2FA), and you can organize team members into roles and departments. We address your data protection requirements, data location, and contract terms (DPA) in the Enterprise conversation, based on your organization.
Let's Plan the Setup for Your Company or Agency
In the Enterprise conversation we go through your channels, your knowledge base, and your integration needs.