AI Chatbot for Indian Insurance Agents & Brokers
Capture leads, send renewal reminders on WhatsApp, and answer policy questions instantly — built for Indian insurance agencies and brokers.
Automate Complex Insurance Lifecycles
Claim Assistance & Documents
Photo & document uploads via chat
Guide clients to share claim photos and documents over WhatsApp, then forward everything to your back office or insurer in minutes.
Premium Quote Estimator
Calculations directly mid-conversation
Customers input age, vehicle model, or medical background and receive instant premium estimates for auto, life, or health covers.
Policy Status Lookup
Check status & update details on chat
Policyholders can check their policy status, expiry date, and update their contact information seamlessly on WhatsApp.
Auto-Renewal Campaigns
WhatsApp broadcasts with direct checkout
Trigger proactive WhatsApp notifications when renewals are due. Users click a button, pay via secure Razorpay, and receive policy PDFs.
Nearby Hospital & Garage Info
Quick lookup for network locations
Share your empanelled hospital or garage list so clients can quickly find the nearest option to them, right inside chat.
Policy Document Q&A
Clear answers on inclusions & exclusions
Upload your policy wordings and brochures so the chatbot answers coverage questions instantly, without your team repeating themselves on calls.
Most Common Insurance Flows We Automate
*Typical outcome: faster renewal follow-ups and more claims started directly inside WhatsApp.
Configure Your Workflow Now →Insurance Automation FAQs
Can users upload vehicle photos or medical records safely?▼
Yes. Photos and documents shared over WhatsApp or Web Chat are encrypted in transit and stored securely on servers hosted in India. Only you and your team can access them.
Can this connect to the tools I already use?▼
Yes — SwanDigitals connects to your CRM or spreadsheets through n8n webhooks, so leads, renewals, and claim details flow wherever you need them, without any complex setup.
Does SwanDigitals support regional languages for insurance conversations?▼
Yes, we support Hindi, Tamil, Telugu, Kannada, Bengali, and Hinglish out of the box, so your clients can explain their needs in their own language.
Grow Your Insurance Book, Faster
Talk to our team about setting up lead capture, quote estimates, and renewal reminders for your agency today.
Schedule a Free Insurance Consultation