insurance
Insurance Agency AI Assistant — WhatsApp Bot Template
An AI assistant for insurance agencies. Handles policy inquiries, quote requests, claims guidance, and renewal reminders. Covers auto, home, life, and business insurance.
$69one-time
What's included
- ✓Multi-line insurance quote initiation (auto, home, life, business)
- ✓Bundle discount identification across multiple policies
- ✓Claims process guidance with first-notice-of-loss collection
- ✓Policy renewal reminders and upsell prompts
- ✓Licensed agent consultation scheduling
- ✓Coverage explanation in plain language without legal binding statements
Sample conversation
I need auto insurance. I just bought a 2024 Toyota Camry.
Congratulations on the new car! To get you an accurate quote, I have a few quick questions: How many miles do you drive per year approximately, and do you currently have any other insurance policies with us or another carrier?
About 12,000 miles/year. I have homeowners with State Farm.
Great news — if you bundle your auto and home policies with us, you could save 10–25% on your premiums. I can collect your details and have a licensed agent send you a competitive bundled quote by end of day. Want to proceed?
Yes please!
Excellent! I'll need your name, date of birth, current address, and the VIN of your new Camry. A licensed agent will review the details and contact you with your personalized quote within a few hours.
Related templates
Ready to automate your WhatsApp?
Deploy this template in minutes and start converting more leads on autopilot.