Insurance agencies
Every client gets attention, even with thousands of policies
Renewals, claims, certificates and small changes. MoreSend handles the routine on WhatsApp and the phone, and leaves your agents the conversations that sell.
What weighs on you today
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Missed renewals
A policy that renews without a conversation is a missed opportunity, and sometimes a lost client.
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“What’s happening with my claim?”
Clients keep calling to ask what stage they’re at, and every call stops an agent.
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Documents and certificates
A certificate, a policy, a form. Small requests that take time.
Flows
What MoreSend does for you
A flow that relies on a connection or a capability marked “Soon” works as soon as it ships. Until then, you can connect any system with an API through Tools.
- 01
Renewals on time
A daily scan finds policies coming up for renewal, and the client gets a message. The robot collects any changes and opens a task for the agent to quote.
- 02
Claim status without waiting on hold
The robot checks it’s really the client, looks up the claim stage and replies. A claim stuck for too long goes to an agent.
- 03
Car-insurance leads that arrive complete
A lead from an ad gives a plate number, and the robot fills in the model, year and fuel from the government registry. The agent gets a complete lead.
- 04
A policy or certificate by message
The robot finds the document in the client’s folder and sends it as a PDF.
With Google Drive · Soon
Channels
Customers write and call wherever suits them. It all lands in the same inbox.
Systems
The connections businesses in this field work with.
- Surense Soon
- Fireberry Soon
- monday.com Soon
- Meta Lead Ads Soon
- Israel vehicle registry Soon
- Google Drive Soon
More industries
Want to see it on your business?
In a short demo we’ll build your first flows with you, on your channels and systems.