Insurance brokers and agencies
The agent asks for the details you need to quote, answers coverage questions from your information, announces due dates with scheduled campaigns and routes claims to the account executive with full context.
For producers, brokers and agencies whose book grows faster than their team.
RevyAI
An inquiry arrives on WhatsApp, Instagram or a call.
The agent replies, qualifies and organizes the context.
The next step gets booked and lands in the pipeline.
Why it works
It asks line of business, insured item and personal details, saves them to contact fields and creates the opportunity so the producer quotes with everything at hand.
Schedule WhatsApp, email or SMS campaigns to policies coming due, segmented by tag or an imported list, and collect with a payment link.
It walks the client through the first steps you define, takes the details and hands off to the executive with a summary. With Zendesk, it creates the ticket.
How it works
Connect WhatsApp through Meta’s official sign-up inside the app and, if you use them, Instagram and Messenger. Every conversation lands in one inbox.
Upload your lines of business, coverages, carriers and claims procedure as PDF, text or your website URL. The assistant builds the agent for your industry and tests it with sample conversations before it goes live.
The agent handles conversations and you see each one live. If a teammate takes over the chat, the AI stops replying; when it hands off, it leaves a summary.
FAQ
Short answers to the questions that come up most about the product.
Insurance brokers and agencies
Message us on WhatsApp and we will show you how the agent handles quotes, renewals and claims for your book.
A real person from the team replies. If you prefer to try it yourself, you get 14 days free.
Full Growth plan · No credit card
