Automate Policy Sales, Renewals & Claims on WhatsApp
Instant quotes, AI policy recommendations, premium reminders, and claim status automation — built for insurance providers, brokers, and InsurTech platforms.
- AI-powered policy recommendation engine
- Instant quote generation on WhatsApp
- Automated premium renewal reminders
- Claims communication & status bot
- Cross-sell life, health & motor insurance
Insurance Operations Need Automation
Manual processes are costing you renewals, slowing claims, and frustrating policyholders.
Policy renewals missed due to lack of reminders
Slow quote generation loses prospects
Manual follow-ups for premium collection
Claims communication gaps frustrate customers
High agent workload reduces productivity
Low cross-sell penetration across products
AI Insurance Automation on WhatsApp
Transform insurance operations with intelligent automation — from policy sales to claims resolution.
AI Policy Recommendation
AI suggests suitable policies based on customer profile and needs.
- Age & income assessment
- Family size consideration
- Coverage requirement analysis
- Premium comparison
- Personalized suggestions
Instant Quote Generation
Calculate and share premium quotes instantly on WhatsApp.
- Quick premium calculation
- PDF quote sharing
- Comparison charts
- Buy link integration
- Follow-up scheduling
Renewal Automation
Never lose a renewal with automated multi-touch reminders.
- Pre-expiry reminders
- Renewal link sharing
- Payment confirmation
- Policy update summary
- No-lapse guarantee support
Claims Communication Bot
Guide policyholders through the claims process seamlessly.
- Claim initiation guidance
- Document checklist sharing
- Photo/video upload
- Status updates
- Settlement notification
Premium Collection
Automated payment reminders with direct payment links.
- Due date reminders
- Payment link sharing
- Receipt confirmation
- Outstanding balance alerts
- Grace period notifications
Agent Enablement
Empower insurance agents with AI-assisted sales tools.
- Lead assignment
- Sales scripts
- Policy comparison tools
- Commission tracking
- Performance analytics
Real Automation Workflows
See how businesses automate key processes end-to-end
Policy Recommendation
Customer inquiry → AI collects profile → Analyzes needs → Recommends policies → Shares quotes → Buy link → Policy issued.
Renewal Management
30 days before expiry → Reminder → 15 days → Renewal link → 7 days → Urgency message → Payment → Confirmation.
Claims Processing
Claim initiated → Checklist shared → Documents collected → Status updates → Settlement → Feedback collection.
Premium Collection
Due date approaching → Reminder → Payment link → Payment received → Receipt → Next due date scheduled.
Cross-Sell Automation
Motor policy holder → Health insurance suggestion → Family coverage → Quote shared → Enrollment → Bundle discount.
Agent Lead Distribution
New lead → Auto-assignment → Agent notified → Sales script shared → Follow-up scheduled → Deal tracking.
Meet Your AI Agent
"Insurance Advisor AI Agent"
Understands customer profile → Recommends suitable policies → Generates instant quotes → Manages renewals → Guides claims process → Cross-sells products. Your 24/7 digital insurance advisor that never misses a renewal or lead.
How It Works
Get started in 3 simple steps
Connect Your Systems
Integrate with your policy management system, CRM, and payment infrastructure.
Activate Insurance Flows
Enable policy recommendation, renewal reminders, claims bot, and agent tools.
Grow Your Book
Higher renewal rates, faster claims, and more cross-sell — automatically.
The Results That Matter
Seamless Integrations
Works with your existing tech stack
Frequently Asked Questions
Is it compliant with insurance regulations?
Yes. Pipebot uses official WhatsApp Business API and follows IRDAI guidelines for insurance communication in India.
Can it handle multiple insurance products?
Yes. Separate flows for life, health, motor, travel, and commercial insurance are supported.
How does AI policy recommendation work?
AI collects customer profile (age, income, family size, existing coverage) and recommends the most suitable policies with instant quotes.
Can it manage agent networks?
Yes. Lead distribution, commission tracking, performance analytics, and agent communication are fully automated.
Does it support claims document collection?
Yes. Claim-specific document checklists are shared, and documents (photos, PDFs) are collected securely via WhatsApp.
Can customers check claim status?
Yes. Policyholders can check claim status anytime on WhatsApp with real-time updates from your claims management system.
Turn WhatsApp Into Your Automated Insurance Advisor
Every missed renewal is lost revenue. Every delayed claim response is lost trust. Automate your insurance operations today.