AI for insurance agencies that takes claims and remembers renewals
Clients calling after an accident reach someone who takes the details straight away. Before a policy expires, the agent calls them about the renewal.
Ferraro Insurance
AI assistant · with Simon Lucas
AI assistant Ferraro Insurance, this is the virtual assistant. Can you tell me what happened?
Someone drove into the back of me this morning on Station Road. We've filled in the accident report.
AI assistant I'll need your registration, the time and the other driver's details, then I'll book a claims callback.
The registration is GK68 TRP, it was around eight.
SMS with your name
FERRARINSUR
SMS · 15:42
Ferraro Insurance: we have your claim details. Please email the agency photos of the accident report and damage. We'll call you by tomorrow.
At an agency, the calls all come at once
- 01
Claims at the worst moment
Clients call right after an accident, shaken, often in the evening or at the weekend. If they get voicemail, they feel let down exactly when they need you.
- 02
Renewals chased by hand
Motor, home, professional indemnity: every month there's a list of renewals to call. When time runs short, clients renew elsewhere or shop around online.
- 03
Half-finished quote requests
Quote requests come in by phone without the key details. Calling back to ask for no-claims history or property value slows everything down.
How AI works in an insurance agency
It collects details in order, keeps track of renewals and leaves advice and sales to your licensed staff, where a qualified intermediary is required.
First notice of loss
Date, place, vehicles involved, accident report, injuries: the agent follows your script and prepares the summary for your claims team.
Renewal and expiry campaigns
Upload expiring policies and the agent calls clients on the days and at the times you choose, retrying those who don't answer, to book the renewal.
Quote requests to your team
It collects the basics for a motor or home quote and transfers the call to your office, or schedules a callback with an adviser.
Appointments at the agency
It books meetings to sign, renew or review cover in the built-in calendar, synced with Google Calendar.
Renewal reminders on WhatsApp
Send WhatsApp campaigns with approved templates to clients whose policies are due, with your agency's name as sender and opt-outs handled.
The outcome of every call
For each renewal, see whether the client answered, what they decided and what they asked. Post-call analysis extracts the data you need.
Claims reach the office in order
After the call AI extracts the claim details and flags any injuries. The claims team gets a tidy email, the client an SMS with the next steps.
- 1
Write your claims script
The questions to ask in order, what to say about the accident report and when to transfer. The AI assistant helps you set it up.
- 2
Import your renewals
Upload the list of expiring policies with client consents. Set the days, hours and retries for the renewal campaign.
- 3
Review outcomes and act
From the dashboard, see who booked a meeting, who wants a different quote and who didn't answer, then decide the next steps.
Insurance agencies
Trigger
Claim call ended
Claims agent, inbound calls
Step 1
Extract claim details
Registration, place, time, other party
Step 2
Anyone injured?
If so, flagged as high priority
Step 3
Alert the claims team
Email with extracted details and transcript
Step 4
SMS to the client
Agency as sender: documents to send
Connects with
- WhatsApp Business
- Twilio
- SIP trunk
- Google Calendar
- Salesforce On request
- REST API
Frequently asked questions
Can AI open a claim on behalf of the agency?
It takes the first notice: client details, what happened, where, registration and the other party. Formally opening the claim with the insurer stays with your claims team, who receive everything in order. If the client is distressed or someone is injured, the agent transfers the call to a person.
Can I use AI for policy renewal campaigns?
Yes. Upload the list of renewals, set permitted days and hours, and the agent calls clients to book a meeting or pass them to an adviser. If it reaches voicemail, it hangs up without leaving a message and tries again on the next attempt.
Can the virtual assistant give advice on policies?
No, and it shouldn't. Advising on and selling policies is for licensed intermediaries. The agent gives the general information you decide, collects details for a quote and passes the client to your team.
Does it integrate with insurer or agency management systems?
There are no direct integrations with insurer portals or agency management systems. Collected data can be sent to your system via webhook or REST API, and Salesforce can be enabled on request through Composio.
How is policyholder data protected?
Hetyna is an Italian company certified to ISO 27001 and ISO 9001 and processes data in line with GDPR. You can switch off call recording, require two-factor login and give each colleague only the permissions they need.
More order across claims and renewals
We'll help you write your claims script and set up your first renewal campaign on your own book of business.
Guided setup · Human support when you need it