Multichannel Support Inbox
Bring WhatsApp, Instagram, and web chat into one shared inbox. Route conversations to team members with clarity so nothing gets missed and every handoff stays accountable.
AI Agent for Insurance brokerages
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.
Start with a free trial, no credit card required.
Policy Quotes
AI online
Hi—can you share a quote for car insurance?
08:27
Yes. To estimate a range, I need your vehicle year/model and your city. If you share your current policy, I can compare too.
08:27
current-policy.pdf
Here’s my current policy doc.
08:28
Thanks. I’ll summarize the coverage and propose options. If anything needs a licensed agent, I’ll loop them in.
08:28
Voice note
0:12
I want lower premiums but still good liability coverage.
08:29
Understood. What’s your budget range and do you drive for work? I’ll tailor the quote and schedule a quick call if needed.
08:29
Type a message…
Deliver Support That Sets You Apart and Wins Customer Loyalty
Give your team a single place to work, and give customers fast answers that feel human and consistent.
Multimodal AI Agent
Customers send screenshots, voice notes, and documents. Your AI understands the full context and responds instantly so your team can focus on the edge cases that matter.
Multilingual AI Agent
Support customers in their preferred language with consistent tone and accurate answers. Expand globally without expanding headcount.
Why Insurance brokerages choose CXWizard
Automate lead qualification and support across WhatsApp, Instagram, and website chat so your team can focus on high-value conversations.
Handle high volume inquiries
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.
Reduce response time
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.
Increase your revenue
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.
More like a Human than a Robot
Traditional chatbots need complex flow-builders and can't actually understand your customers. CXWizard uses advanced AI agent technology that thinks, understands, and responds naturally.
Traditional Chatbots
CXWizard AI Agent
Understands context and intent
Processes images customers send
Understands voice notes
Understands documents & PDFs
Remembers conversation history
Responds in any language
Knows when to escalate to human
No complex flow setup required
Traditional chatbots rely on keyword matching and pre-built automation flows. CXWizard uses AI that actually understands your business and each customer's unique needs.
Integrations
Connect WhatsApp
Connect Instagram Messenger
Integrate our chat widget on your website
Integrate Shopify for orders
Integrate Calendly for appoinment management
Integrate Google Calendar for appoinment management
Connect custom API tools your agent can call during conversations
Integrate with your favorite tools
FAQs for insurance brokerages
How insurance brokers use CXWizard to qualify leads and speed up quotes on WhatsApp, Instagram, and website chat.
How can WhatsApp automation help Insurance brokerages?
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.
How is CXWizard different from other WhatsApp chatbot tools for Insurance brokerages?
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.
How much does AI automation for Insurance brokerages cost?
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.
What happens when a Insurance brokerages customer asks something the AI can't handle?
Binding advice, claims disputes, or complex commercial risks transfer to your brokers with documents, coverage needs, and conversation context ready in the shared inbox.
Will the AI agent sound robotic to my Insurance brokerages customers?
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.