Today
Is there an AI agent that answers policyholders on WhatsApp?
The supervisor spotted a document upload request and routed it to the service agent
Yes. I answer leads and policyholders at any hour, collect documents in the chat and remind about renewals, and hand over to the insurance agent when advice is needed.
RealOffice.AI helps insurance agents and agencies answer every request on WhatsApp and the phone: lead qualification, document collection, policy renewal reminders and call transcription with summaries. Advice and recommendations stay with the licensed agent.
What it looks like on WhatsApp
A policyholder asks about a claim. The agent verifies identity following the agency's instructions, says what is missing and sends an upload link.
A home insurance lead, from first question to quote
The agent gathers what the insurance agent needs for a quote and hands over the lead with the document.
Hi, I'm looking for home insurance. Can I get a quote?
Happy to help. Do you own or rent, which city, and do you have a policy today? If so, you can send me a photo of it.
I own it, in Haifa. Sending a photo of my current policy
File saved to Yael's CRM card · task opened for Avi, insurance agent
Hi Yael, I've got the policy. I'll get back to you by tomorrow noon with a quote.
What the agent does for the agency
- Lead qualificationAsks your questions for each line of insurance, opens a lead in the CRM and routes it to the right agent. Lead qualification
- Document collectionPhotos and documents the customer sends in the chat are saved to their card, and the agent can read the text in an image to check it's the right document.
- Renewal remindersThe renewal date is saved as a CRM task. When it comes due, an automation sends the policyholder a WhatsApp template and opens a task for the agent.
- Call transcripts and summariesEvery call on the agency line is transcribed, and the summary, commitments and tasks are sent to you on WhatsApp or email.
- Policies in the CRMDefine a policy record type in the built-in CRM with your own fields, and link each policy to a client.
- Advice stays with youThe instructions set what the agent won't answer. A question that needs advice goes to an insurance agent with a summary of the chat.
Oversight and control
- Approval before sensitive actionsThe agent can ask a person to approve an action you marked as sensitive. The request arrives in the app, and optionally on WhatsApp too.
- Every conversation on recordMessages, calls and tasks are kept on the client's timeline, so you can always see what was said and when.
- Opt-out from broadcastsIn WhatsApp campaigns, a policyholder who asks to opt out is removed from the list, and you set the sending pace.
- Tests before going liveRun evaluations on sample conversations and check that the agent hands over when it should.
Start in four steps
1Connect your number
Connect the agency WhatsApp number through the WhatsApp Business API, and your phone line for transcription.
2Set up the CRM
Contacts, policies and a lead pipeline, in the built-in CRM or HubSpot.
3Write the instructions
Which questions to ask, which documents to request, and what always goes to an insurance agent.
4Set reminders and go live
Pick WhatsApp templates for renewals, run the evaluations and switch on.
Questions from insurance agents
What does an AI agent do for insurance agents?
It answers leads and policyholders on WhatsApp, collects details and documents, sends renewal reminders and keeps a record of calls. Anything that needs advice comes to you with a summary.
Does the agent recommend policies?
Only if you instruct it to. Most agencies set every coverage or recommendation question to go to a licensed agent.
How do you collect documents on WhatsApp?
The agent asks for the document in the chat, and the file the customer sends is saved to their CRM card. You see it alongside the whole conversation.
How do policy renewal reminders work?
Save the renewal date as a CRM task, and an automation sends a WhatsApp template when it comes due. You can also schedule a message directly. Scheduled messages
Can it connect to our agency's system?
There is a built-in HubSpot connection, the agent can call external APIs, and developers get a REST API. Integrations
Let's talk
Hi, this is the RealOffice.AI agent. Leave your details and we'll get back to you with a demo built around your business.
Prefer to talk now? 053-5908627 · sales@realoffice.ai