Insurance agencies · WhatsApp automation · MY + SG
Qualify leads while you sleep.
Close more policies.
Automate follow-ups, answer policy questions, and capture renewal intent on WhatsApp — built for insurance agencies in Malaysia and Singapore.
14-day free trial · No setup fees · Cancel anytime
Agency Assistant
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Outcomes
What your agents will feel.
Start with the highest-impact automations, then expand into deeper workflows.
Benefit
Increased Efficiency
Automate routine tasks and free up your agents to focus on complex cases and sales.
Benefit
Enhanced Customer Satisfaction
Provide instant, 24/7 support and personalized interactions, improving client loyalty.
Benefit
Higher Conversion Rates
Optimize your sales pipeline and leverage AI for intelligent lead follow-up and engagement.
Benefit
Data-Driven Decisions
Gain actionable insights from comprehensive dashboards to refine strategies and boost performance.
Features
Built-in workflows — not just a chatbot.
Everything you need to answer questions, capture intent, and move leads toward policy.
Feature 1
Relay Policies & AI Insurance Agent
Our intelligent AI agent acts as a tireless extension of your team, available around the clock to support your clients and streamline operations.
- Handles common policy inquiries and FAQs instantly.
- Assists with policy understanding and comparisons.
- Schedules appointments with human agents seamlessly.
- Captures lead information from prospective clients.
Feature 2
Mini CRM & Sales Pipeline Management
A lightweight yet powerful CRM built to cater specifically to the needs of insurance agencies, helping you nurture leads effectively.
- Centralized customer interaction history.
- Visual sales pipeline to track leads from prospect to close.
- Automated reminders for follow-ups.
- Segmentation capabilities for targeted communication.
Feature 3
Automated Customer Blasting & Intelligent Follow-ups
Reach your audience at scale and engage them meaningfully with automated, intent-driven communication strategies.
- Broadcast important updates, new policy information, or promotional offers.
- AI analyzes conversation intent to trigger relevant follow-up sequences.
- Personalized messaging based on customer data and history.
- Reduce manual effort in outreach and nurturing.
Feature 4
Result-Oriented Performance Dashboard
Get a clear view of your agency's performance with intuitive dashboards that highlight key metrics and areas for growth.
- Track campaign reach and engagement rates.
- Monitor appointment setting success.
- Analyze lead conversion and sales performance.
- Identify trends and opportunities for optimization.
Proof in the pipeline
See renewals move — and where they stall.
WhatsApp enquiry → qualified → quoted → assigned. Your agents only jump in when a renewal is ready — and you can see the bottleneck before policies lapse.
How it works
Four steps to get started.
Connect channels, configure your knowledge base, and start converting.
Connect Your Channels
Integrate with your existing communication platforms (website chat, WhatsApp, etc.).
Configure Your AI
Customize the AI agent with your specific policy information, FAQs, and branding.
Launch & Automate
Go live and let the AI handle inquiries, manage leads, and automate outreach.
Monitor & Optimize
Use the dashboard to track performance and continuously refine your strategies.