Insurance brokerages
For brokers and agencies: quicker quotes, renewals that do not slip, and claims questions answered without tying up an advisor.
What usually gets in the way
Quote requests take back-and-forth
Missing details mean several calls before a quote can even be prepared.
Renewals slip through
Policies lapse or move to a competitor because nobody reached out in time.
Repetitive claims questions
Advisors answer the same "what do I do now" questions after every incident.
What we would build
CRM and sales follow-up
One place for every lead, with a score you can read the reasons for, reminders that keep follow-up on time, and drafted emails a person approves before sending.
- Lead capture and scoring
- Deal pipeline
- Follow-up reminders
- Contracts signed online
Chatbots and voice agents
An assistant that answers customers on your website, Telegram or the phone, in English and Persian, and hands every request to your team with the full conversation.
- Website chat
- Voice agent
- Telegram bot
- Answers from your own documents
Process automation
Take the repetitive work off your team: intake forms, document handling, follow-ups and reports that run on their own, with a person approving what matters.
- Document intake and extraction
- Email and follow-up workflows
- Scheduled reports
- Integrations between your tools
Data analysis and reporting
Turn spreadsheets and system exports into dashboards and plain-language summaries, so decisions are made on numbers you can trust.
- Dashboards
- Plain-language summaries
- Data clean-up
- Forecasts and trends
Example scenario
A brokerage collects quote details through a guided form that asks only what each product needs, gets renewal reminders 60 days out with a drafted email for the advisor to approve, and an assistant walks clients through first steps after a claim.
An illustrative sketch of a typical first project, not a client case.
Privacy and confidentiality
Personal and policy data is handled to PIPEDA requirements and stays in systems you control. The assistant explains process, it does not bind coverage or give advice.
Talk it through for your business
A short call is enough to find the first task worth automating.
All industries