Renewal reminders
Ready-made flow, editable on the canvas.
Insurance and finance
Renewals, quotes and claims, without the queue.
Policy renewals, EMI reminders and claim updates are perfect for messaging. Keep every conversation logged, consented and routed to licensed staff when needed.
Your businessAI agent · online
My car policy expires next week. Can I renew here?
Yes. Your renewal quote is ready. Shall I send the payment link?
Does it include roadside assistance?
It does. I can also connect you with an advisor if you want to change cover.
Message
Ready-made flow
How a typical conversation runs.
1Renewal due
2Reminder with quote
3Questions answered by AI agent
4Payment link
5Policy document sent
6Handoff to advisor if needed
Flow pack
Your insurance and finance flow pack.
Import, edit and launch. Every flow runs on the same inbox, canvas and AI agents.
Quote follow-up
Ready-made flow, editable on the canvas.
Claim status updates
Ready-made flow, editable on the canvas.
Advisor handoff
Ready-made flow, editable on the canvas.
Results vary by business, audience and setup.
FAQ
Questions from insurance and finance teams.
What is in the insurance and finance flow pack?
Renewal reminders, Quote follow-up, Claim status updates, Advisor handoff. Each flow is ready to edit on the drag-and-drop canvas.
Which channels can these flows use?
WhatsApp and web chat on every plan, with SMS, email, RCS, Instagram, Messenger, Telegram and Voice AI available as you move up. Channels marked "coming soon" are not live yet.
Do I need a developer?
No. Flows are built on a drag-and-drop canvas. Developers can extend them with webhooks, the REST API and tool calling.
Start free today. Upgrade when it pays for itself.
Chatbots, AI agents and workflows are included in every plan. Book a demo if you want a guided tour first.