Claims Resolved Faster, Customers Retained Longer
Nowdesk helps insurers automate claims intake, deliver policy updates, and provide instant coverage answers — reducing handling costs while improving policyholder satisfaction.
Generate More Qualified Leads
Capture insurance prospects from multiple channels and guide them through the quote process with minimal friction.
- Insurance quote flows delivered conversationally via WhatsApp
- Lead capture from price comparison sites via instant chat response
- Product education bots for life, health, home, and auto insurance
- Agent referral campaign management and automated follow-up
- Click-to-WhatsApp from digital ads for immediate engagement
Turn Quotes into Policies
Streamline the policy purchase and onboarding process with automated document delivery and compliance verification.
- Policy document delivery via WhatsApp immediately after purchase
- Premium payment reminders to reduce lapse rates
- Upsell flows for additional coverage based on policyholder profile
- Renewal confirmation automation with one-tap acceptance
- KYC and document verification via conversational flows
Keep Policyholders for Life
Proactive communication at every touchpoint reduces churn, improves claims satisfaction, and builds long-term loyalty.
- Claims status updates via WhatsApp to reduce inbound enquiries
- Proactive renewal reminders before policy expiry dates
- Loyalty reward notifications for long-term policyholders
- Satisfaction surveys post-claim to identify improvement areas
- Policy change management flows handled entirely in chat
Built for Financial Services · Insurance
Claims Intake Automation
Accept first notice of loss via WhatsApp 24/7, collecting incident details, photos, and supporting information without agent involvement.
Policy Document Delivery
Instantly deliver policy documents, certificates of coverage, and renewal schedules via WhatsApp — faster and more reliable than email or post.
Renewal Reminder Flows
Automated renewal reminders sent at optimal intervals before expiry, with one-tap confirmation to prevent policy lapses.
Quote Generation Bot
Deliver personalised insurance quotes conversationally via WhatsApp — from question to quote in minutes, any time of day.
Premium Payment Reminders
Automated payment reminders before due dates with direct payment links — reducing lapses and maintaining premium income.
Fraud Detection Alerts
Flag potentially fraudulent claims patterns and alert your investigation team instantly, reducing fraud losses across your portfolio.
Omnichannel Inbox
Unify conversations from WhatsApp, Messenger, Instagram, Telegram, WeChat, LINE, Viber, Zalo, Slack, and web chat into a single inbox for your team.
Post-Claim Satisfaction Surveys
Automated satisfaction surveys sent after claim resolution to identify service gaps and recognise outstanding handler performance.
Agent Escalation Routing
Intelligently route complex queries to specialist agents with full conversation context — no repeated explanations for policyholders.
Results That Speak for Themselves
"Claims that used to take three weeks now resolve in ten days. The AI collects every piece of required information upfront, so our handlers can focus on decisions rather than chasing documents."
"80% of policyholder enquiries are now resolved by AI — coverage questions, premium queries, payment confirmations. Our agents handle what genuinely requires human judgment."
"Our renewal retention rate improved by 40% after deploying automated WhatsApp reminders. Policyholders renew without thinking — it's genuinely frictionless."
Built for High-Volume,
Compliance-Heavy Insurance Operations
Insurance is a business built on trust. When a policyholder makes a claim, they're at their most vulnerable — and your response defines whether they stay or leave at renewal.
Nowdesk helps your team respond faster, communicate proactively, and deliver the empathetic, accurate service that turns claimants into long-term policyholders — while maintaining the compliance standards that regulators require.
- 24/7 Claims Intake Accept first notice of loss any time via WhatsApp — no waiting for business hours
- Proactive Renewal Management Automated reminders and one-tap renewal flows significantly reduce policy lapses
- Regulatory Compliance Built In Full conversation logs, audit trails, and data security that meet insurance regulatory requirements
- Post-Claim Satisfaction Tracking Automated surveys after each claim identify service gaps and drive continuous improvement
Common Questions
Yes. Policyholders can photograph damage, upload supporting documents, and submit incident details entirely within WhatsApp. All media and documents are securely transferred to your claims management system via API integration, with full metadata and timestamps preserved for the claims file.
The AI is configured to use empathetic, non-confrontational language appropriate to claims conversations. You define the tone and boundaries — for example, the AI will never discuss liability or make settlement commitments. Complex or disputed claims are escalated to specialist handlers immediately with full context.
Yes. Policy schedules, certificates of insurance, and renewal documentation can all be delivered via WhatsApp. Delivery confirmation is automatically recorded, which is particularly valuable for demonstrating that required disclosures were received. This also significantly reduces print and postage costs.
Nowdesk sends a configurable sequence of reminder messages before renewal — for example, 30 days, 14 days, and 3 days before expiry. Each message includes a direct payment link or one-tap confirmation option. The system tracks which policyholders have responded and escalates non-responders for personal outreach.
Yes. All conversations are encrypted, logged with immutable timestamps, and exportable for regulatory review. You can configure mandatory disclosure language for AI responses and restrict the AI from making statements that could create regulatory liability. We support FCA, MAS, and other regional insurance regulatory frameworks.
Yes. You can configure separate knowledge bases, AI personas, and routing rules for each product line — life, health, home, auto, and commercial — while managing all policyholder conversations from a single unified inbox. Agents can be assigned to specialist queues based on product expertise.
Transform Your
Policyholder Experience
The insurers growing fastest are those delivering the fastest, most empathetic service. Nowdesk helps you get there — at scale, and in compliance.