Service Scheduling for Insurance Agencies on WhatsApp
Your insurance agency loses work every time a WhatsApp goes unanswered. Our AI assistant schedules recurring service visits — instantly, 24/7 — so clients requesting quotes always get a reply, and every interaction lands in your dashboard and Google Sheet.
Why insurance agencies use it
Service Scheduling, handled automatically
Service Scheduling
The bot schedules recurring service visits for your insurance agency, in your brand's voice.
Instant & accurate
Answers clients requesting quotes in seconds using your real prices and policies — no guesswork.
Logged automatically
Every message and outcome is saved to your dashboard and Google Sheet.
How it works
Live in three steps
Link your number
Scan a QR to connect the WhatsApp number your clients requesting quotes already message.
Add your details
Enter what your insurance agency offers, prices and policies, and how the bot should behave.
It schedules recurring service visits
Every message is handled automatically and recorded for you.
Bring Service Scheduling to your insurance agency
Start now or ask for a quick demo — on WhatsApp.
FAQ
Questions, answered
The AI reads each WhatsApp message from clients requesting quotes, understands the request, and schedules recurring service visits — using the services, pricing and policies you set. Every interaction is saved to your dashboard and Google Sheet.
No. You keep your existing number and link it by scanning a QR code.
Yes — create users under your insurance agency's account so staff can manage conversations and your API.
It tells the customer a team member will follow up and flags the chat for you.
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