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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current-policy.pdf
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Dê à sua equipe um espaço único para trabalhar, e dê aos clientes respostas rápidas que parecem humanas e consistentes.
Traga o WhatsApp, Instagram e bate-papo na web para uma caixa de entrada compartilhada. Direcione conversas para membros da equipe com clareza para que nada seja perdido e todas as transferências sejam responsáveis.
Os clientes enviam capturas de tela, notas de voz e documentos. Sua IA entende todo o contexto e responde instantaneamente para que sua equipe possa se concentrar nos casos importantes.
Apoie os clientes no idioma de sua preferência com tom consistente e respostas precisas. Expanda-se globalmente sem aumentar o número de funcionários.
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.
Chatbots tradicionais precisam de criadores de fluxo complexos e não conseguem entender realmente seus clientes. CXWizard utiliza tecnologia avançada de agentes de IA que pensa, entende e responde naturalmente.
Chatbots tradicionais dependem de correspondência de palavras-chave e fluxos de automação pré-construídos. CXWizard usa IA que realmente entende seu negócio e as necessidades únicas de cada cliente.
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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.
