Home / Coming soon / AI Chatbot
Coming soon

A 24/7 AI assistant for clients and agents

An intelligent chatbot that answers client questions, shares policy details, books renewals and helps your team find anything — instantly, around the clock.

🎉 You're on the list — we'll email you the moment the AI Chatbot goes live.

No spam. Just one email when it launches.

🤖 InsureCRM Assistant
Hi! When does my health policy renew?
Your Star Health plan renews on 20 Jul. Want me to start the renewal?
Yes please, and send me the policy copy.
For your clients

Answers, anytime — no waiting on hold

Give every client a knowledgeable assistant that responds instantly, day or night, and handles the routine questions that used to fill your inbox.

Answer policy & coverage questions
Share documents & due dates
Start a renewal or claim
💬 Ask your book anything
🔎 “Show me clients with motor renewals in July”
Amit Verma20 Jul
Neha Gupta27 Jul
For your team

Your whole CRM, one question away

Stop clicking through screens. Ask in plain language and let the assistant pull records, draft replies and summarise clients so your team moves faster.

Find any client or policy by asking
Draft WhatsApp/email replies
Summarise a client in one line
Capabilities

Everything the chatbot will do

💬

Natural conversation

Understands everyday language and replies like a helpful human teammate.

🔎

Instant lookup

Finds any client, policy or document in your CRM in a split second.

🗓️

Book renewals

Kicks off renewals and reminders straight from the conversation.

📄

Share documents

Sends policy copies, receipts and due dates on request, securely.

🌐

Web & WhatsApp

Available on your website widget and on WhatsApp, wherever clients are.

🔐

Secure & private

Access-controlled and encrypted — it only shares what it's allowed to.

What's next

On our roadmap

Research & design — complete

We interviewed agencies, mapped the most common client questions and designed the conversation flows.

In development — now

We're training the assistant on policy data and wiring up secure lookups, renewals and document sharing.

Be first to go live with the AI Chatbot

Join the waitlist and we'll invite you to the private beta before anyone else.