Customer Experience · WhatsApp

Frictionless insurance on WhatsApp, powered by Agentic AI.

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.

CONVERSATIONWhatsApp-first journeys

Guide customers from intent to insurance action in one familiar channel.

AUTOMATIONQuote → Proposal → Policy

Agents coordinate the journey and trigger the next step automatically.

SECURITYOTP + Secure Payments

Authenticate customers and protect every transaction with built-in controls.

ASSISTANCEHuman Handoff

Escalate with full conversation context when human expertise is needed.

WHATSAPP
AGENT
WhatsApp journey in action

One conversation. A complete insurance journey.

The WhatsApp experience can move from product discovery and customer profiling to proposal creation, payment and policy purchase without breaking the conversation.

Kenya Orient Insurance · customer journey
WhatsApp insurance customer journey showing product information, customer profile data, proposal creation and policy purchase
Core capabilities

Built for insurance journeys that need to move faster.

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.

001

Transactions & Payments

Enable instant policy issuance with minimal questions, secure login and payment flows directly inside WhatsApp.

002

Multi-factor Authentication

Protect every transaction with OTP, PIN, credentials and other built-in authentication controls.

003

Automated FAQs

Resolve contextual policy and service questions in real time using NLP and customer context.

004

Human Hand-off

Escalate to the right human agent with the conversation transcript, context and priority intact.

Key journeys
01Origination
02Register Claim
03Multilingual
04Buy Policy
05Get Quote
06Automated FAQs
07MFA
08Human Hand-off
Agentic AI orchestration

From message to policy: an autonomous WhatsApp journey

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.

STEP 01

Understand

Identify intent, policy need, customer context and the next best journey.

STEP 02

Collect

Progressively capture profile, vehicle, policy and document information.

STEP 03

Execute

Generate quotes/proposals, request payment and trigger policy actions.

STEP 04

Assist

Resolve questions autonomously or route to a skilled agent when needed.

STEP 05

Learn

Use interaction signals to improve recommendations, journeys and service.

Business impact

Designed to improve experience and operational performance together.

24/7Always-on digital insurance service
4 weeksPre-built route to production
100+Languages and omnichannel reach

Turn every insurance interaction into an intelligent journey.

See how InsureBuddy.ai can bring agentic AI into your existing insurance ecosystem.