For insurance agencies: AI quote assistant
An AI assistant that collects quote requests on WhatsApp, reminds your team of renewal dates and keeps each claim report in one conversation.
14 days free · No card · Three-step setup
Recommended on the Growth plan and above.See pricing
Capabilities built for your industry
Not a generic chatbot; AI configured around your workflow.
Quote requests
A customer asks on WhatsApp for a car, traffic or health insurance quote; the AI asks for the details you have told it a quote needs, and the conversation waits in your inbox. You share the quote on WhatsApp yourself.
Renewal reminders
Set a reminder on the contact card for a day before the policy ends; when it is due, only the responsible teammate is notified. No message goes to the customer on its own; you write the renewal message.
Claim reports
The customer reports the claim on WhatsApp and sends photos and documents in the same conversation; everything stays together in your inbox. Your team handles the contact with the loss adjuster.
Lead scoring
The AI scores every customer from 0-100 based on the sales stage, message count, buying signals and how recent the last message is.
Customer CRM
Each customer’s conversations, notes and tags on one contact card; you add fields such as policy type and end date yourself.
Sales pipeline and analytics
New Application, Quote Prepared, Documents Collected, Policy / Contract: finance stages come ready. The sales funnel and a channel comparison in your panel.
Let AI answer this week’s messages.
Three-step setup. No credit card.