AN AFFINSYS PRODUCT
Why WhatsApp for insurance?
Instead of forcing customers into static interfaces or new app downloads, WhatsApp chatbots support personalized, real-time conversations on a familiar platform.
Lead management
Support digital insurance sales through chat. Present products, variations, details, quotes, and purchase stages while analyzing inbound leads and conversations in real time.
Remote customer onboarding
Use eKYC, document collection and verification, liveness, video KYC, and agent handoff within the same conversation.
Servicing, support and claims
Automate FAQs, grievances, policy alerts, renewals, account updates, beneficiary management, premium payments, FNOL, document upload, emergency assistance, and claim status updates.
Personalized recommendations
Use behavioral personas and conversation context to deliver micro-targeted cross-sell and upsell recommendations, bundled products, add-ons, seasonal offers, and campaigns.
Cognitive WhatsApp CX
An AI and analytics-powered WhatsApp journey can combine partner and agent onboarding, multilingual chatbots, pre-built journeys, secure payments, personalized advice, and seamless human handoff.
How Agentic AI elevates this use case
Beyond automation, an agentic layer can understand intent, reason over customer and policy context, choose the next best action, coordinate systems and people, and continuously learn from outcomes.