Quote Collection Assistant for Insurance

Automatically collect quote requests 24/7 via WhatsApp, increase customer satisfaction, and multiply your sales.

Why Does Your Insurance Agency Need an AI Chatbot?

Quote requests coming in at all hours, constantly repeated policy questions, and potential customers lost due to being busy... These scenarios are all too familiar for insurance agencies. Palmate AI steps in at this exact point to automate your workflow, saving you time and resources. Thanks to your smart assistant that instantly communicates with your customers via WhatsApp, you will never miss a quote request (lead).

Meet Palmate AI: Your 24/7 Quote Assistant

Palmate is an AI chatbot for insurance agencies, a solution specially developed for insurance agencies. It establishes a natural conversation with your potential customers via WhatsApp, gathers information for the insurance product they need, answers their questions about policy details, and presents it to you as a ready-to-go quote request. This way, you and your team can focus solely on sales.

Automated Lead and Quote Collection via WhatsApp

Be active 24/7 on WhatsApp, the platform your customers use most. Palmate's smart chatbot instantly handles requests even outside of business hours, collects necessary information for an insurance quote (such as National ID, license plate, date of birth, etc.), and delivers it to you completely.

Instant Answers to Policy Questions

Let your AI assistant instantly answer questions from current and potential customers about policy coverage, guarantees, or renewal processes. This increases customer satisfaction while lightening your operational load.

The Palmate AI Advantage Over Your Competitors

Compared to traditional methods or standard chatbots, Palmate puts you one step ahead by offering solutions tailored to the dynamics of the insurance industry.

High Conversion Rates

Fast and personal communication established through instant messaging apps like WhatsApp yields much higher conversion rates compared to web forms. Responding to a customer instantly directly increases the probability of selling an insurance policy.

Operational Efficiency

Automate repetitive tasks like collecting preliminary information for quotes and answering frequently asked questions, allowing your staff to focus on more strategic work. Eliminate manual data entry errors and speed up the quote preparation process.

Easy Setup and Management

You don't need any coding knowledge to use Palmate AI. With our user-friendly interface, you can set up your insurance agency AI chatbot in minutes and easily manage your conversation flows.

Frequently Asked Questions

Find the most frequently asked questions and answers about Quote Collection Assistant for Insurance here.

How do insurance agencies speed up the quoting process with an AI chatbot?
Palmate AI collects the necessary information for insurance products (National ID, license plate, date of birth, etc.) through a conversational flow, automatically creates the quote request, and directs the customer to the right agent or process. This eliminates the manual information gathering process, reducing the quote preparation time to minutes.
On which platforms does the Palmate AI chatbot work?
Palmate AI primarily works on WhatsApp, which has the highest engagement rate. However, it can also be easily integrated into your website, Facebook Messenger, and other popular messaging platforms.
How long does the setup process take, and does it require technical knowledge?
The setup process is very fast and is usually completed within a day. It requires no technical knowledge or coding skills. You can easily configure all settings through our user-friendly panel and create custom conversation flows for your insurance products.
Is the collected customer information (leads) secure?
Yes, customer security is our top priority. All collected data is stored on secure servers and is accessible only to you. We also provide integrations to automatically transfer the leads you collect to your CRM software if you wish.
Can the chatbot be customized for different types of insurance (auto, traffic, health, etc.)?
Absolutely. Palmate AI has a fully customizable structure. You can design separate information collection flows for different insurance products such as auto insurance, compulsory traffic insurance, complementary health insurance, and earthquake insurance (DASK). You can easily teach your chatbot the specific questions required for each product.