Insurance Brokers: Quote Faster and Renew More Policies

Insurance quotes require details: car model and year, family members' ages, property value. Collecting them by chat takes many messages.

Squidfy's AI asks the right questions, explains products from your materials, and passes complete requests to your advisors with renewals tracked on a pipeline.

Common WhatsApp challenges

Quote details are tedious. Many back-and-forth messages. Renewals missed. Policies expire without follow-up. Claims questions. Customers need help at stressful moments.

Guided data collection

The AI asks for the details your advisors need.

Product FAQs

Coverage types and documents, explained consistently.

Renewal pipeline

Track renewals by month.

Claims escalation

Keywords like 'accident' or 'claim' go to a human (Pro).

What to add to your knowledge base

The AI answers only from content you give it. Start with: Product types; Documents required; Claims process; Partner insurers; Payment options.

Which plan fits?

Pro suits most brokers. Brokers with separate motor, health and corporate desks fit Business with up to 10 numbers. Every plan includes the shared inbox and knowledge base; yearly billing saves 20%, and Meta's WhatsApp message charges are billed separately.

Pro tip

Add a pipeline stage called 'Renewal in 30 days' and review it every Monday.