Industry playbook
Insurance Agencies & Brokers
Quote faster. Renew earlier. Never lose a client to silence.
AI handles quote requests, renewal nudges and claim documentation across WhatsApp, email and your broker system.
Sound familiar?
Pain points we hear from insurance agencies & brokers
Quote requests taking days to turn around
Clients switching brokers because renewals were forgotten
Claims paperwork done manually per underwriter
What we automate
More than just WhatsApp
We meet your customers and team on every channel they already use.
Quote request bot
Collects details, pulls indicative rates from multiple underwriters, sends comparisons.
Renewal auto-nudge
Sequences 60/30/7 days before expiry with M-Pesa or card payment link.
Claims paperwork assistant
Guides clients through required docs; auto-packs submissions to underwriters.
Client portal
Clients see policies, invoices and claims in one place.
Sample workflow
What it looks like in practice
Quote → policy issued
- 1
Client requests quote on WhatsApp
- 2
Bot pulls 3 underwriter quotes
- 3
Client picks + pays via M-Pesa
- 4
Policy issued in broker system
- 5
Welcome pack sent
Integrations
Plugs into your existing stack
Real impact
Outcomes our clients see
Honest, qualitative — no invented numbers.
Recommended services
What we'd build for you
FAQ
Questions we hear a lot
Which underwriters do you support?
Any that expose a rate API or accept email submissions — we've done Jubilee, APA, Britam, AAR and more.
Ready to automate your insurance agencies & brokers?
Free 30-minute discovery call. We map your top 3 automation wins.
Also automated by us