AI for insurance
Every lead -a call with an agent booked
Insurance leads are expensive and go cold fast. The agent replies instantly on every channel, collects initial details, screens by policy type and books a call with a licensed agent - 24/7, without binding insurance advice.
WhaleBiz Insure
online
24/7
Live replies to every lead, on every channel
500K+
Messages already handled
seconds
Before the lead goes cold
Every lead not answered instantly books with another agency
The agent replies within seconds, collects details and passes you only relevant leads with the call already booked.
No lead goes cold
An insurance lead is expensive and cools within minutes. The agent replies in seconds, any hour, so no competitor gets there first.
A calendar full of calls
The agent books a call or meeting with a licensed agent into your calendar, with reminders - so every lead reaches an agent.
Only relevant leads
Identifies the insurance type, collects basic details and filters out irrelevant inquiries before they reach you.
Your team focuses on selling
Instead of chasing leads, your licensed agents handle calls with warm, prepared prospects.
How it works
Connect your channels
Connect the channels leads come through - WhatsApp, website and Facebook.
Set up screening
Set up the insurance types, screening questions and the call schedule.
The agent replies & books
The agent replies, collects initial details and books a call with a licensed agent - 24/7.
Everything in the CRM
Every lead lands in WhaleBiz CRM with a clean summary, ready for the call.
Fits every kind of insurance
Auto & home insurance
Instant replies, collecting the vehicle or property details and booking a call with a licensed agent.
Life & health insurance
Screening the need, collecting initial details and booking a consultation with a licensed agent.
Business insurance
Identifying the business type, collecting basic details and routing to the right agent.
Ready to catch every insurance lead? Talk to us.
What the agent does not do - advice and quotes
The agent captures inquiries, collects initial details, screens by insurance type and books a call with a licensed agent only. It does not issue binding quotes, does not calculate premiums and does not give insurance advice or coverage recommendations. An exact quote and advice are provided only by a licensed insurance agent.
Frequently asked questions
Want to catch every insurance lead?
Leave your details and we'll show you how the agent replies, screens and books calls with a licensed agent - on every channel and in any language, 24/7.