Enquiry triage
Separate new cover enquiries, renewal questions and claims-support requests.
Professional services
WhatsApp Chatbot for Insurance agenciesRoute insurance enquiries to the right advisor.
Give people a clear way to ask about your agency services, renewal assistance and claims-support process on WhatsApp.
Business knowledge. Team handover. A clear next step.
Built around your businessHelpful answers. Thoughtful follow-up.
THE RIGHT START
Make the first
conversation count.
Policy questions need careful handling. Clarify whether someone wants a new-policy conversation or help with an existing service, then involve the authorised advisor.
Explore the WhatsOS AI assistantProcess information
Share your approved contact routes and administrative service instructions.
Advisor referral
Arrange a consented callback for product suitability, policy terms and individual circumstances.
FROM HELLO TO HANDOFF
A useful enquiry.
A team ready to help.
Start with a natural question. Gather the details that matter. Let your team confirm the next step.
- Understand the enquiryAnswer from the business information you approve.
- Collect relevant detailsService interest · Enquiry summary · Preferred contact method
- Bring in your teamShare the context and make any pending confirmation clear.
Your business assistantIllustrative WhatsApp conversation
Example only · Adapt the questions to your business
A PRACTICAL WAY TO START
Your knowledge.
Your team. Your workflow.
Choose a focused starting point, check the information behind each answer, and test the handover before you go live.
Give it reliable information
- Business hours and holiday closures
- Team responsibilities and contact routes
- Approved services, locations and FAQs
Assign an owner to review these sources when your services, prices or opening hours change.
AI & business knowledgeConfirm what can be completed
Quotes and commitments require review by the responsible team.
Check the exact connector and permissions you need. Without a live connection, collect a request for staff to verify.
Explore integrationsKeep a person in the loop
Bring in your team for: A request outside the published service scope.
Test missing information, a request for a person and a customer opt-out. Agree who owns the follow-up.
Explore the shared inboxQUESTIONS, ANSWERED
FAQs for
insurance agencies.
Have a workflow in mind? Talk to us about the details.
Speak with WhatsOSCan it recommend an insurance policy?
No. Product suitability, cover interpretation and recommendations require an authorised professional.
Can it confirm a claim or coverage?
No. Only the insurer or an authorised connected process can verify claim status and coverage. The assistant can explain how to contact the responsible team.
What details belong in the first enquiry?
A broad enquiry type and preferred contact method are usually enough. Avoid collecting identity documents, medical details or payment data in initial chat.
How do we get started with WhatsOS?
Choose the enquiry flow, prepare approved business information and connect your WhatsApp number through the account setup. Agree who takes over, test typical and exceptional conversations, then publish the reviewed configuration.
Can a team member take over the conversation?
Yes. WhatsOS provides a shared inbox for your team. Define who handles enquiries, when the assistant hands over and how the team follows up. Available roles and allowances depend on your plan and configuration.
What happens when a customer opts out?
Opted-out customers must be excluded from broadcast audiences and sending checks. Use the appropriate consent and message-template process for any outbound communication; a previous enquiry is not blanket permission to send promotions.
YOUR NEXT CONVERSATION
Make WhatsApp work
for insurance agencies.
Start with one enquiry flow. Build it around your team.