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A custom multi-agent platform designed for insurance agencies and brokers — automate policy lookups, claim tracking, status updates, document verification, and client communications on WhatsApp.
Managing an insurance agency requires processing complex policy documents, verifying claim statuses, tracking renewal dates, and constantly updating clients. Insurance Copilot is a dedicated AI workspace built specifically for insurance brokers, agencies, and underwriters. It coordinates specialized agents that automatically parse policy PDFs, verify customer records against your database, check claim progress, and send automated WhatsApp reminders for renewals and premium dues.
Insurance agencies lose hundreds of hours every month responding to routine customer queries like 'What is my claim status?', 'When is my renewal due?', and 'Send me my policy copy'. Insurance Copilot handles all these routine lookups instantly.
Client details and policy PDFs are uploaded or synced from your existing records. Insurance Copilot indexes policy numbers, dates, and coverages.
When a customer messages on WhatsApp asking about policy status, claims, or renewals, specialized agents retrieve and verify the exact record.
The customer receives verified policy documents, claim updates, or renewal payment notices on WhatsApp within seconds.
Every interaction, renewal notice, and claim request is logged into your master admin dashboard for easy team oversight.
Clients can request their policy details, coverage summaries, or PDF copies on WhatsApp. Insurance Copilot retrieves the verified records from your CRM or database instantly.
Automate claim updates. When a client asks for their claim progress, the system cross-references insurer portals or internal registers and sends live status alerts.
Trigger automated WhatsApp notifications 30, 15, and 7 days before policy expiry with direct payment links and one-click renewal confirmation.
Automatically extract policy numbers, insured names, premium amounts, and coverage dates from uploaded policy documents and store them accurately in your database.
Centralize policies across health, motor, life, and commercial lines into one clean agency dashboard for your team to search and manage.
Track active policy counts, upcoming renewal volumes, and agency commissions at a glance with real-time operational reports.
Includes turnkey database setup, custom workflow configuration, cloud hosting setup, and continuous technical support.
Experience how autonomous AI agents, policy OCR, and 24/7 WhatsApp renewals eliminate manual errors and stop lead leakages.