Instant quotes, frictionless claims, renewals that don't get lost.Your insurance operation, agile end to end.
Policy quoting and issuance, claims reporting via WhatsApp, renewal management, and premium collection — so your team advises and underwrites instead of chasing paperwork and renewals.
Where your insurance portfolio goes
In insurance, every slow quote loses a policyholder and every forgotten renewal loses a policy. These are the bottlenecks in most insurers and brokers.
Slow quotes that lose the prospect
The prospect asks for an auto, home, or life quote and waits. By the time you reply, they've bought from another broker or insurer that quoted instantly.
Paperwork-heavy issuance that causes abandonment
Collecting documents and data to issue the policy is cumbersome. The customer gets frustrated in the process and the sale, already closed, falls through.
Slow, stressful claims reporting
The policyholder has a claim at the worst moment and doesn't know how to report it or what happens next. A poor experience at the critical moment generates complaints and churn.
Renewals lost for lack of follow-up
The policy expires and nobody renews it in time. The policyholder gets no notice, lets coverage lapse, and the portfolio erodes without anyone noticing.
Unpaid premiums that lapse policies
Without reminders or payment options, overdue premiums lapse active policies. It's portfolio lost to a purely operational problem.
Support overloaded with coverage questions
Coverage, deductible, and claim-status questions occupy your team, which should be advising and placing new policies.
AI agents for your insurance operation
Connected to your policy core, claims system, and channels, serving policyholders and prospects around the clock.
Quoting agent
Collects risk data on WhatsApp, quotes by line — auto, home, life, health — with your underwriting rules, and presents options instantly, before the prospect cools off.
Policy-issuance agent
Collects and validates documentation, guides the customer through issuance, and formalizes the policy with e-signature, turning the quote into portfolio without endless paperwork.
Claims (FNOL) agent
Receives the claim report as soon as it happens, collects evidence and details, opens the case, and keeps the policyholder informed of the status, turning the worst moment into a good experience.
Renewals agent
Detects expiring policies, notifies the policyholder ahead of time, and handles renewal at the right moment, halting portfolio erosion.
Premium-collection agent
Reminds of premium payments, makes payment easy, and prevents active policies from lapsing on overdue premiums, protecting coverage and portfolio continuity.
Policyholder-support agent
Resolves coverage, deductible, and claim-status questions on WhatsApp 24/7, freeing your team to advise and place new policies.
Results in your placement and retention
An insurer or broker loses portfolio to slow quotes, friction-heavy issuance, forgotten renewals, and unpaid premiums. Automation speeds the sale and protects the portfolio without adding admin staff.
< 5 min
policy quoting
+25%
renewals retained
-40%
claim questions to the team
+20%
quotes converted to policy
Connected to your insurance stack
How we implement it in your operation
Portfolio diagnosis
We analyze your quoting, issuance, claims process, and renewals to find where sales and portfolio are lost.
Design on your lines
We design quoting, issuance, and claims with your lines, underwriting rules, and renewal and collection flows.
Launch
We integrate WhatsApp, your policy core, and claims system, test with real cases, and train sales, issuance, and claims.
Continuous optimization
We measure quoting speed, conversion, renewals, and premium lapse, and tune the flows month after month.
Insurer and broker cases
Multi-line insurance broker · illustrative case
The problem
Quotes taking hours and losing prospects, and renewals lapsing for lack of follow-up.
The solution
Instant-quoting agent and a renewals agent with timely notice and handling.
Quotes in minutes and +25% renewals retained.
Insurer with slow claims · illustrative case
The problem
Slow, stressful claims reporting that generated complaints and support overloaded with status questions.
The solution
Claims (FNOL) agent receiving the report and keeping the policyholder informed, and a 24/7 support agent.
Better experience at the critical moment and -40% claim questions to the team.
Insurers and brokers that already automated
"We lost prospects to slow quoting. Now the agent quotes instantly by line and we close policies that used to slip away."
Gabriela M.
Insurance broker director
"Renewals lapsed because we didn't notify in time. With automatic expiration handling we retained much more portfolio."
Andrés R.
Insurer commercial manager
"Claims reporting was the worst moment for the policyholder. Now the agent accompanies them and the experience completely changed."
Lucía F.
Claims lead
Guide: speed up your quotes and retain your renewals with AI in 30 days
The protocol we use to quote instantly, speed up claims, and halt portfolio erosion in insurers and brokers.
Insurers' and brokers' frequent questions
Every delayed quote and every lost renewal is portfolio slipping away
Book a free 30-minute call. We'll analyze your quoting, claims, and renewals and tell you exactly where sales and portfolio are lost — and how to recover them.