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A WhatsApp AI agent for insurance brokers
Half of each enquiry is collecting the same details: what, who, when it renews. The agent gathers them in a natural conversation, hands the quote and the advice to your brokers, and follows up.
IN SHORTMultiChats collects on WhatsApp the information your brokers need to quote (motor, home, business, landlord, life), delivers the quote your team prepares and follows up on outstanding quotes and renewals. It doesn't give advice or recommend cover.
Example conversation (fictitious data)
CUSTOMERHi, my van insurance renews next month and it's gone up a lot. Can you quote?
AI AGENTHi, of course. To get you a quote I'll need a few details: the van make and model, what you use it for, and the renewal date. Could you send those?
CUSTOMERFord Transit Custom, for my plastering business, renews on the 14th.
AI AGENTThanks. I've passed that to Claire, one of our brokers, and she'll message you by tomorrow with options. Is there anything you particularly want covered, like tools in the van?
Gathers the details
It asks for what your brokers need, one question at a time, so the customer doesn't face a long form.
Hands over for advice
Recommendations and cover decisions always go to a broker, with the details already collected.
Follows up quotes and renewals
It gets back to people who received a quote and reminds customers before their renewal date.
What it never decides on its own
The agent stops and hands the conversation to you when it comes to claims, advice on which cover to choose, policy wording and anything that needs a regulated adviser. You see it flagged in the inbox and get an alert on your phone.
How to get set up
- Link your WhatsApp with a QR code, just like WhatsApp Web. The number stays on your phone.
- Tell us about your business: prices, opening hours, the questions you get and how you answer them.
- Start in draft mode: the AI writes and you press send. When you're happy with how it replies, switch it to automatic.
From €150 a month excl. VAT per number, no contract. See all plans.
Frequently asked questions
Does the AI advise on cover?
No. It collects information and answers general questions; advice and recommendations come from your brokers, as your regulatory obligations require.
Can it handle claims?
It recognises when someone is reporting a claim and passes it to you immediately, with what the customer has said.
Does it quote with insurers directly?
No. It leaves the details ready for your team to quote with the insurers you work with.