Insurance · AI chat agent

Renewals and claim updates your policyholders can get any time.

Policyholders want two things from their insurer: a simple renewal and a clear answer on their claim. This chat agent sends renewal reminders with a payment link, explains the premium and what is covered, collects documents for a claim, and tells the customer exactly where their claim stands.

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WhatsApp · Web chat · Agent handover · Plans: Starter, Pro and Enterprise
The problem

Why teams move this to chat

Renewals lapse because reminders arrive at the wrong time or raise questions nobody answers. Claim status calls fill the contact centre, and most of them only need one line: "your claim is approved and the payment is on its way."

What changes
  • Fewer lapsed policies at renewal
  • Fewer "what is my claim status?" calls
  • Documents collected before the claims team picks up the file
How it works

How the chat works

  1. 01

    Reminds before renewal

    Policyholders get a WhatsApp reminder ahead of the renewal date, with the premium and a payment link.

  2. 02

    Answers policy questions

    The agent explains the premium, cover, add-ons and no-claim bonus from your approved policy wording.

  3. 03

    Starts a claim

    For a new claim, the agent collects the basic details and photos or documents in the chat.

  4. 04

    Shares claim status

    For an open claim, the agent reads the status from your claims system and explains the next step.

  5. 05

    Brings in a person

    Complaints, complex claims and anything sensitive go to an agent or the claims team with the full history.

Example chat

What the customer sees

A short example of the conversation. Your agent uses your own wording, your rules and live data from your systems. Book a demo to see it on your own phone.

CustomerWhat is the status of my car claim?
AI agentHi Sameer. Your claim CL-20931 was approved yesterday. The garage has been told, and the repair payment of $1,240 will reach them within 2 working days.
CustomerDo I need to pay anything?
AI agentOnly the deductible of $50, payable at the garage. Everything else is covered.
CustomerOK thanks
AI agentYou are welcome. Your policy also renews on 14 December. Would you like the renewal quote now?

Example conversation. Names, numbers and links are made up.

Data

What every chat captures

  • Renewal paid, deferred or declined, with reason
  • Questions asked about cover and premium
  • Claim documents and photos received
  • Claim status checks
  • Complaints and escalations
Rules the agent followsThe agent verifies the policyholder before sharing policy or claim details, uses only approved policy wording, never decides on a claim, and offers a human agent whenever the customer asks.
Related
Conversational AI for insurancePremium reminder callsVideo KYCAll chat use cases

Questions buyers ask

No. It shares the status and next steps from your claims system and collects documents. Decisions stay with your claims team.

They pay from a secure link opened from the chat, and the renewal status comes back to the agent.

You choose the check, such as policy number with date of birth, or the registered mobile number on WhatsApp.

Yes. Dialogs can run on-premise or in your private cloud on the Enterprise plan.

Put this agent on your channels.

Pick a plan and start building, or book a 20-minute demo with our team.

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