Transactions & Payments
Enable instant policy issuance with minimal questions, secure login and payment flows directly inside WhatsApp.
Deploy insurance services on the world’s favourite messaging platform with ready-to-use transactions, FAQs, secure authentication and human handoff. InsureBuddy adds an agentic layer that can understand intent, gather information, create proposals, trigger payments and keep the journey moving.
Guide customers from intent to insurance action in one familiar channel.
Agents coordinate the journey and trigger the next step automatically.
Authenticate customers and protect every transaction with built-in controls.
Escalate with full conversation context when human expertise is needed.
The WhatsApp experience can move from product discovery and customer profiling to proposal creation, payment and policy purchase without breaking the conversation.

Deploy insurance services on the world’s favourite messaging platform with ready-to-use transactions, FAQs, secure authentication and human handoff. InsureBuddy adds an agentic layer that can understand intent, gather information, create proposals, trigger payments and keep the journey moving.
Enable instant policy issuance with minimal questions, secure login and payment flows directly inside WhatsApp.
Protect every transaction with OTP, PIN, credentials and other built-in authentication controls.
Resolve contextual policy and service questions in real time using NLP and customer context.
Escalate to the right human agent with the conversation transcript, context and priority intact.
Instead of stopping at conversation or recommendations, InsureBuddy agents understand context, reason across customer and policy data, coordinate tasks and execute the next best action with guardrails and human escalation.
Identify intent, policy need, customer context and the next best journey.
Progressively capture profile, vehicle, policy and document information.
Generate quotes/proposals, request payment and trigger policy actions.
Resolve questions autonomously or route to a skilled agent when needed.
Use interaction signals to improve recommendations, journeys and service.
See how InsureBuddy.ai can bring agentic AI into your existing insurance ecosystem.