Requests for quote
Collects the initial context and prepares contact with the requested product specialist.
Insurance Agencies
Requests, quotes and WhatsApp renewals come to the right person.
From the first question to the contact: the assistant recognizes the stated need, collects the initial information and alerts the right person.
- 01Private and business
- 02Smish requests
- 03Meetings agreed
WhatsApp Insurance Assistant
Dismiss insurance requests, quotes and refer to the right person.
A same agency receives questions about cars, houses, protection of the person, enterprise, assistance and renewal. Without an ordered input, the messages are forwarded several times and the customer does not know who will call it back.
Leady recognizes the stated need, asks for the only initial information provided and assigns contact by product or availability. It does not collect health data on insurance routes: the demands that touch the health pass to the intermediary. Recommendations and information obligations always remain to authorized persons.
Cases of use
What you can arrange for Insurance.
RC, house, enterprise, assistance or renewal: each request follows a different route and arrives at the correct contact person.
Assistance and renewal
It distinguishes a new opportunity from a service request or renewal and creates the next correct step.
Consensus and channels
Prepare contacts only when consent, WhatsApp model and sending limits allow it.
Operating result
The team opens the request and knows where to start.
Recognized
Classify the request according to what the person declares.
Ordered renewals
You can prepare contacts using approved messages and only when consent permits.
Coordinated team
Assign contact by product, enabled persons or availability.
The path
From the first message to the next step.
Private and businessWhatsApp nowHi! How can I help you?Smish requestsMeetings agreed
Next organized stepThe team sees information and expiry
- 1
Identifying
You understand whether it is a quote, assistance or renewal.
- 2
Collecting
He only asks for the information provided for that route.
- 3
Scientist
Launch the contact person and record the next step.
Human control and limits
Leady organizes. People decide.
The assistant does not make insurance recommendations and does not replace the information obligations of the intermediary.
Learn security and data processingFrequently asked questions
Read all frequently asked questions Common Dubbis on Leady for Insurance.
It may collect initial data and connect to agreed processes, but the proposal and advice remain at the intermediary.
You can collect a request for renewal and prepare the contact person's contact, in compliance with consent and WhatsApp rules.
Yes. Each product can have different questions, referents and contact times.
Start with Leady
Start with Leady Let's see a typical case of Insurance.
In demo we use invented information, we confiscate a service and show what the team receives.