How does an insurance agency / broker train the inTusell AI? A step-by-step guide

inTusell AI training for an insurance agency in 6 steps: coverage knowledge base, quote intake, persona, response rules and channels. No code required.

June 5, 20269 min read

Quote collection and policy renewal reminders for insurance (the follow-up engine)

Capturing insurance quote requests in full, proactively reminding customers whose renewal is approaching, the follow-up flow and handover to a human — the agency follow-up engine.

June 5, 20269 min read

How does an insurance agency / broker use inTusell? A daily operations guide

Training is done, now comes operations. From quote intake to scheduling, from policy renewal to human handoff — an insurance agency's daily inTusell flow.

June 5, 20269 min read

Instagram DM and WhatsApp automation for an insurance agency / broker: answering quote queries without missing them

Instagram DM and WhatsApp automation for an insurance agency: WhatsApp QR vs Cloud API, the comment gate, a single inbox, and the field setup of 24/7 multilingual quote responses.

June 5, 20269 min read