Insurance Advisor AI agent for WhatsApp
Sales Agent

Insurance Advisor

Explains approved insurance policy features, exclusions, and purchase steps for insurers and insurance brokers, without guaranteeing coverage.

What this agent does

The Insurance Plan Enquiry Agent does what an insurance advisor or point of sales person (POSP) does in the first conversation. Customers ask about health, term, motor, and travel insurance: what's covered, what isn't, waiting periods, and how to buy. The agent explains plans using only the insurer's approved material and never promises that a particular claim or condition will be covered.

It's for insurance companies, insurance brokers, agents and POSPs, and insurance comparison platforms.

Put this agent to work on your WhatsApp

Install The Chat Quotient, choose this agent from the library, and add your business details. Setup takes a few minutes.

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Get started on your phone

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We'll send a 6-digit code to this number on WhatsApp.