Insurance
Keep renewals and claims moving.
AI agents answer from your policy wording. Your team keeps control of cover and claim decisions.
From incident report to recorded claim outcome
Collect evidence, show exact status, and surface the assigned assessor's decision clearly.
Incidents
The message that has to work first time.
Safety first, location captured, claim opened, and recovery on its way in one thread.
What the customer sees
MessagesLocation requestLocation
What the team gets
Claim opened, recovery on the way
Reference AI-C-7741, recovery in 40 minutes
Check for injury before anything else
Capture the location and open the claim
Dispatch recovery and give an honest arrival time
Where policy service becomes repetitive or risky.
Keep service clear and decisions with your team.
- Renewals lapse quietly
- A renewal that needed one reminder and got none is lost revenue that never announced itself.
- Claim status questions arrive constantly
- The customer wants to know where their claim is, which is a status lookup, and it is answered by someone whose time should go to the claim itself.
- Documents arrive as photographs in a personal inbox
- Policy documents and claim evidence sent to a personal number are outside any record of who received them and when.
- 01
Renewal reminders from a segment
Keep the renewal date with the customer, select the policies approaching renewal, and prepare a reminder for the team to review before it sends.
- 02
Keep cover and claim decisions with your team
Cover decisions, claim outcomes, and payment actions stay with a qualified reviewer. When message review is required, the reviewer sees the exact wording before it goes out.
- 03
Claim status without a phone call
Status questions are answered from the records you push in, and a status change can go out as an update on the same thread, which removes the call that produces no new information.
Common questions
Will it explain what is covered under a policy?
It answers from the documents you connect, with sources shown. Anything that amounts to a cover decision stays with a qualified professional.
Can we automate renewal reminders?
Yes. Keep the renewal date with the customer, select the policies approaching renewal, and review the message before it sends.
Can we prove what a customer was told?
The send history keeps the exact message, reviewer, and delivery status for your team to inspect.
Can customers send claim documents by message?
Yes on WhatsApp and Messenger. Attachments stay with the customer record and are available only to the invited team and relevant branch.
Can we send claim status updates automatically?
Status changes can go out as an update on the same thread. The underlying records have to be pushed in from your systems for the answer to be real.
Ready to put this to work?
Start with one customer journey and build from there.
7-day free trial. Nothing is charged when you start. Cancel before it ends and pay nothing.