Simplify Insurance — Quotes, Claims
& Support Through Chat
AI policy advisor, WhatsApp Flows for claim submission, renewal reminders, support tickets, lead pipeline, and multi-channel customer service.
Who Is This For?
Customer Service Across All Channels
Reach policyholders and prospects on the channels they prefer — from WhatsApp to Instagram, Messenger, Telegram, and your website.
AI for policy inquiries, claim submission Flows, renewal reminders, document upload (PDFs up to 100MB), interactive buttons for plan comparison.
Financial literacy posts, comment-to-DM for quote requests.
Messenger
Facebook Page for general inquiries, greeting text, Get Started button.
Web Chat
Pre-chat form (Quote/Claim/Support), AI for instant policy answers, document upload.
Telegram
Insurance tips channel, bot commands (/plans, /claim, /contact), document sharing.
Insurance & Claims Ticket Management
Ticketing system tailored for insurance — from policy disputes and billing errors to coverage inquiries and access issues. URGENT priority for emergency claims.
General Issue — Policy disputes, billing errors
Inquiry — Coverage questions, plan comparisons
Technical Support — Portal/app access issues
Booking — Meeting scheduling with advisor
Claim-related custom ticket types
Insurance Agent
Online
Insurance Consultations in Chat
AI recommends the right plan based on client needs. "Based on your needs, I suggest our Comprehensive Health Plan".
Motor Insurance Quote
Health Insurance Consultation
Life Insurance Review
Book Consultations & Renewal Reminders
Book advisor consultations via WhatsApp Flows — select insurance type, date, time, and confirm. With renewal reminders, quote follow-ups, and document deadline reminders.
Advisor consultation: Insurance Type → Date → Time → Confirm
Renewal reminders: "Your motor insurance expires on May 15. Renew now: [Renew]"
Follow-up tasks: Post-quote follow-up within 48h, claim follow-ups
Document reminders: "Please submit your claim documents by April 20"
Insurance Agent
Online
AI & Automation
An AI agent trained on policy types, coverage, pricing, claims process, and FAQ, with smart automations for every stage of the customer journey.
AI Agent
Trained on policy types, coverage, pricing, claims process, and FAQ. Searches insurance plans, captures leads, and creates claim tickets.
Search insurance plans matching client needs
Capture interested prospects as leads
Create tickets for claim submissions
Transfer to human for complex cases
Key Automations
First message → "What do you need?" [Get Quote] [File Claim] [Renew Policy] [Talk to Advisor]
Claim → launch WhatsApp Flow (type → details → documents → submit)
Claim submitted → create ticket + assign claims team
Renewal due → scheduled campaign by expiry tag
No response 48h → follow-up template
Policyholder Profiles & Expiry Tracking
Comprehensive profiles with policy number, expiry date, coverage amount, and premium. Lifecycle from lead to customer (policy purchased) to repeat (multiple policies).
Tags: "Motor", "Health", "Life", "Active", "Expired"
Custom fields: policy number, expiry date, coverage amount, premium
Lifecycle: Lead → Customer (policy purchased) → Repeat (multiple policies)
AI summaries: "Ahmed has motor + health insurance. Motor expires May 2026."
Ahmed Hassan
Active Customer
Has motor + health insurance. Motor expires May 2026. Interested in travel insurance.
Renewal Reminders & Seasonal Campaigns
Campaigns
Renewal reminders (by expiry tag), new product launches
Seasonal: travel insurance for summer, health for flu season
Financial literacy content and insurance education
Reminders
"Your motor insurance expires May 15. Renew to stay covered: [Renew Now]"
"Your consultation with [Advisor] is tomorrow at 10 AM"
"Claim #1234 update: Your claim is being reviewed. Expected resolution: 5 business days"
From Quote to Policy Sold
Track every lead from first contact to policy purchase. Follow-up scheduler for each stage with auto-capture from conversations.
Ready to Start Simplifying Insurance?
Start free for 7 days. Connect your channels and start receiving quotes and processing claims from day one. Our team is ready to help.