Insurance services
Avatar agents for insurers, brokers and service centers.
The same agent answers on WhatsApp, picks up the phone, chats on your website and welcomes customers on a screen at the branch. It handles the repetitive load and passes every coverage decision to your team.
Services
Six services, one agent across every channel
Quotes and lead qualification
Collects the information needed for the quote and qualifies leads before passing them to a broker, so no request goes cold.
Policy questions
Coverage, deductibles, validity and documents, answered from your systems and your knowledge base.
Claim reporting
Opens the first claim report, collects the details and the documents, and tells the customer the status and what happens next.
Payments and renewals
Payment reminders, payment links and guidance for renewal, inside the same conversation.
Documents on request
Sends certificates and policy documents when the customer asks for them, without waiting for office hours.
Handoff to adjusters and brokers
Coverage decisions and complex cases go to your team with the full context, already summarized.
How it works
From the first conversation to the go-live
We map the conversations
With your team we pick the requests that take the most time and set clearly what the agent can answer and what goes to a person.
We connect your systems
Policies, claims and payments, through MCP connectors with read and write permissions limited to the task.
We train it with your content
Product information, coverage conditions and procedures written by your team: the agent only says what you approved.
Pilot, measure and scale
We start in one channel or one line of business, review real conversations with you and only then extend it.
Boundaries
What the agent never does
Decide coverage or approve claims
Decisions that affect a customer's rights need human oversight. The agent opens and documents the claim; your team decides.
Promise what the policy does not say
It answers only from the conditions you loaded. If a question falls outside them, it hands over to your team.
Pretend to be a person
It introduces itself as a virtual agent from the first message.
Use data beyond the task
It only reads and writes what each conversation needs, and every action is logged.
FAQ
Frequently asked questions
Can the agent approve a claim?
No. Decisions that affect a customer's rights or eligibility require human oversight. The agent opens and documents the claim; your team decides.
Which channels does it cover?
WhatsApp (messages and calls), the phone line, your website and a screen or kiosk with the photorealistic avatar at the branch, all with the same agent and the same knowledge.
Does it connect to our policy and claims systems?
Yes, through MCP connectors to the tools and APIs you expose, with permissions limited to what each task needs. We review the integration with your IT team during the pilot.
Can it sell, not only serve?
Yes. It can explain products, qualify leads and pass the ready-to-close opportunities to your sales team.
Next step
Start with the request that weighs the most
Policy questions, claim reporting or quotes: we pick one with you, pilot it in one channel and measure it with real conversations.