Quote faster on WhatsApp, Instagram Messenger, and website chat. Capture policy details, explain coverage options, and book broker calls before prospects move to a competitor inbox.
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Policy Quotes
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Dale a tu equipo un lugar único para trabajar, y brinda a los clientes respuestas rápidas que se sienten humanas y consistentes.
Integra WhatsApp, Instagram y chat web en una bandeja de entrada compartida. Dirige las conversaciones a los miembros del equipo con claridad, para que nada se pase por alto y cada transferencia se mantenga responsable.
Los clientes envían capturas de pantalla, notas de voz y documentos. Tu IA comprende todo el contexto y responde al instante, para que tu equipo pueda centrarse en los casos excepcionales que importan.
Soporta a los clientes en su idioma preferido con un tono consistente y respuestas precisas. Expande globalmente sin aumentar el número de empleados.
Automate lead qualification and support across WhatsApp, Instagram, and website chat so your team can focus on high-value conversations.
Quote requests spike after renewals, life events, and ad campaigns, each with policy PDFs and follow-up questions. CXWizard gathers vehicle, health, or business basics on WhatsApp, Instagram Messenger, and website chat and your website so brokers quote instead of re-asking the same intake questions.
Shoppers compare brokers on response speed as much as premium. Answer coverage and deductible questions immediately, pre-fill quote details from chat, and get prospects on a broker call while they're still in research mode.
Lead ads only convert when prospects get clear answers about coverage, deductibles, and next steps right away. CXWizard explains common terms, collects quote details, and books broker calls while shoppers are still comparing inboxes.
Los chatbots tradicionales necesitan constructores de flujos complejos y no pueden realmente entender a tus clientes. CXWizard utiliza tecnología avanzada de agentes de IA que piensa, entiende y responde de forma natural.
Los chatbots tradicionales se basan en la coincidencia de palabras clave y flujos de automatización preconstruidos. CXWizard utiliza IA que realmente entiende tu negocio y las necesidades únicas de cada cliente.
Integra con tus herramientas favoritas
How insurance brokers use CXWizard to qualify leads and speed up quotes on WhatsApp, Instagram, and website chat.
Prospects ask whether you cover their vehicle type, business class, or health profile and want ballpark pricing before a call. CXWizard gathers policy basics, explains common coverage terms, and books broker time so your licensed team quotes instead of chasing cold leads.
Insurance chats involve document uploads, prior policy PDFs, and nuanced follow-ups. CXWizard handles multimodal threads and knows when a question needs a licensed broker, not a scripted 'contact us' loop.
Plans start at $40/month with a 14-day free trial. One additional policy sold through faster WhatsApp follow-up typically covers the subscription many times over.
Binding advice, claims disputes, or complex commercial risks transfer to your brokers with documents, coverage needs, and conversation context ready in the shared inbox.
No. Configure the agent with your product lines, compliance-friendly language, and brokerage tone so replies feel trustworthy, not like a generic insurance FAQ page.
