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Act 01AI customer support · WhatsApp · English

A car insurance renewal reminder 15 days early, and a claim question routed

The AI assistant reminds a policyholder that the car policy expires soon and shares the insurer’s renewal link. A claim question goes straight to the claims desk.

Demo business, not a client Suraksha Insurance Brokers, Vadodara is an invented business. A scripted replay with demo data. The business is invented, nothing here is a real customer, and the AI says it is an AI in its first message.

The situation. Policies lapse because owners forget the date, and a lapsed policy means an inspection before renewal. The broker’s team can’t call every customer.

Demo business, not a clientWhatsApp · Suraksha Insurance Brokers, Vadodara
Finished
WhatsApp BusinessOfficial API
AI employee: Hello Mr Desai, this is the AI assistant at Suraksha Insurance Brokers. Your car policy for GJ06 ••• 7712 expires on 6 Nov. The renewal quote from your insurer and the payment link are attached. Demo data.10:00 am
PolicyholderPolicyholder: Last month someone scratched the car. If I claim now, what happens to my no-claim bonus?10:20 am
AI employee: That depends on your policy terms and the claim, so I won’t guess. I’ve passed your question to our claims desk, and Ms Shah will call you before 5 pm today with the exact answer.10:20 am
PolicyholderPolicyholder: Ok. I’ll renew after talking to her.10:22 am
>_Activity logEvery action recorded

10:22Renewal reminder delivered. Claim and NCB question to claims desk (Ms Shah), call by 17:00. Second reminder set for 2 Nov.

Scripted replay. The business is invented, the numbers are demo data, and no real customer is shown.

Act 02When the replay ends

What the business has

The number it moves: Policies renewed before expiry

  • The renewal date and quote reach the customer early.
  • A claim question gets a person with the policy in front of her.
  • A second reminder is set before the policy lapses.

Act 03The rules on this job

Inside the lines you draw

  • Says it is an AI in its first message.
  • Service only: renewal reminders from the insurer’s own quote. No selling of new policies.
  • Claims, bonus and coverage questions always go to a licensed person.
  • The business, the people and the numbers are invented. No real customer appears.
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