A WhatsApp that quotes, collects data and remembers renewals
Leads land on the brokerage's WhatsApp. The AI identifies the insurance type, collects details about the asset, builds the basis for a quote, and even manages the book's annual renewals. The broker only steps in to close.
Three things you've already seen happen this week
Slow quotes send clients to competitors
Anyone shopping for auto insurance checks three brokers the same day. If yours takes too long collecting plate, VIN and driver profile, the quote arrives after the decision's made.
Renewals get forgotten and the book slips away
A five year client forgets to renew and goes straight to the insurer, or to whichever broker called first. Without scheduled reminders, recurring commission walks out the door.
Brokers waste time on leads that won't close
Without pre-screening, everyone gets attention: price shoppers, mismatched profiles, recent claims. Time to close real sales slips away.
A whole operation on WhatsApp, set up for your case
Instant response, any time of day
A lead clicking an ad at night gets answered immediately. The AI identifies the type of insurance (auto, life, home, business) and moves it to the right flow.
Data collection for quoting
For auto: plate, VIN, year, garaging zip, main driver profile, garage. For life: age, occupation, coverage amount. For home: address, property value, coverage type. All organized for multi-quoting.
Annual renewals on autopilot
30 days before expiration, the AI starts the conversation with the client, asks about any changes (new car, new address, new driver) and alerts the broker with the policy ready to renew.
Pre-built quotes for the broker
When a lead becomes a real opportunity, the broker gets a full profile, asset data and a shortlist of insurers that fit. Just run the multi-quote and close.
What changes at the brokerage
- Quotes started in seconds, any time
- Annual renewals handled without chasing clients one by one
- Cleaner pipeline, only leads with a real profile
- Book retained with scheduled reminders
Questions that always come up
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