Quote gathering, renewal chasing, claims first-response, and client updates — so your brokers focus on placing cover, not managing WhatsApp.
Client books a session through WhatsApp → BossBot creates the event in your Google Calendar → a unique Google Meet link is added automatically. The invite goes to the client's email. Zero manual steps.
Create your account in 2 minutes. Pick your plan.
Add your services, hours, FAQ. Connect WhatsApp.
AI starts answering within 24 hours. You focus on your work.
Quote gathering, renewal chasing, claims first-response, and client updates — so your brokers focus on placing cover, not managing WhatsApp.
New WhatsApp enquiry? BossBot collects the data your broker's team needs — vehicle reg, postcode, current renewal date, existing insurer, sum insured — before a senior broker's time is used.
BossBot messages every client 6 weeks before their renewal date with 'time to shop around?' — WhatsApp open rates beat email for renewals. Feeds the client back into your quote-request flow.
When a client reports a claim outside business hours, BossBot captures the key details (loss date, incident description, injuries y/n, photos) and immediately alerts your on-call claims handler.
Commercial-lines quotes and high-value covers often need a video walkthrough. Every booked consultation gets a Meet link automatically added to the calendar invite.
Client data requests happen constantly in insurance. BossBot ships DSAR intake + Article 30 RoPA builder — captures the request and audit trail. BossBot is NOT a certified compliance product; the tooling supports your compliance workflow.
Everything happens in WhatsApp — the app your clients already use daily. No 'download our portal' friction. Response time drops from days to seconds for policy questions.
We say this up-front so you don't waste your trial time on the wrong tool.
Customers get answers in seconds, not hours. Even at 3 AM.
Not a menu-bot. Real AI that understands context and intent.
Auto-detects customer language. Replies in their native tongue.
GDPR/LGPD compliant. Encrypted. AI never invents facts.
Real questions from blog readers and Insurance Brokers owners. Honest answers — if we don't have a feature, we say so.
Practical articles, case studies, and vendor comparisons — curated for your vertical, updated monthly.
How NAICOM-registered insurance brokers in Nigeria (Lagos, Abuja, Port Harcourt, Ibadan) use WhatsApp for SME and retail client acquisition — motor, group life, contractors' all-risk, public building insurance, marine an…
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