AI assistant for insurance brokers & agents

Why teams use this

Renewals and referrals you were missing

60%

Of enquiries come outside business hours (typical)

A customer looking up renewal cost at 10 pm will not wait until morning. Your AI answers instantly, collects their details, and puts a warm lead in your inbox ready for the next day.

March is your busiest month — and so is every renewal anniversary.

Whether it is health insurance for tax saving in Q4 or a vehicle policy due in two weeks, the AI captures the enquiry the moment it lands — even while you are at another client.

"The client found a cheaper quote online and did not call back. I only found out three weeks later."

Speed wins in insurance. MySiteGPT answers comparison questions using only your products, keeps the client on your link, and collects their contact before they leave — so follow-up is your call to make, not theirs.

IRDAI-compliant communication

The chatbot speaks only from brochures and policy documents you upload. It does not invent coverage, invent premium figures, or compare against competitors. You stay in control of every fact it shares — fully aligned with IRDAI guidelines on product communication.

How it works

Up and running before your next renewal

Upload your policy documents

Drop in product brochures, premium charts, exclusion lists, and claim process PDFs — the same materials you already share on WhatsApp. The bot answers only from these.

~15 minutes

Set your capture questions

Tell the AI to ask for the client's name, vehicle type or health cover amount, and renewal date. Every response lands in your leads dashboard.

A few minutes

Share your link everywhere

Add it to your WhatsApp status, Instagram bio, Google Business profile, or website. One link — always answering, always capturing.

Same day

Get started

Vehicle insurance queries handled

Own damage vs third-party, NCB explained, IDV calculators, add-on covers — answered from your product sheets.

Health insurance explained clearly

Waiting periods, room rent limits, co-pay, cashless hospitals — clients get plain-language answers at any hour.

Renewal lead capture built in

The AI collects name, existing insurer, renewal date, and cover amount — structured data you can act on.

WhatsApp-first delivery

Share a single chat link on WhatsApp status, stories, or groups. No app download required for your clients.

Policy documents on demand

Clients can request brochures or claim forms instantly — no more digging through old chat threads to share a PDF.

Daily lead digest in your inbox

Every morning you get an email with the previous day's leads — name, contact, and what they enquired about.

What your clients actually ask — answered instantly

Real-time responses that sound like you — without you being there.

WhatsApp preview

Customer

My car insurance expires in 10 days. What documents do I need to renew?

Your AI

For renewal you'll need: RC copy, previous policy copy, and your Aadhaar or PAN. If you have a claim in the last year, keep the surveyor's report handy too. Shall I note down your renewal details so we can send you a quote? Takes 30 seconds. 🙂

Social proof

From agents piloting MySiteGPT

“I used to lose enquiries that came in after 7 pm. Now they go straight into my leads list and I call them first thing.”

Insurance broker

Motor + health, Mumbai (pilot)

“Clients ask about waiting periods and room rent limits on repeat. The bot handles it and I focus on closures.”

Independent agent

Health insurance, Bengaluru (pilot)

“Shared the link on my WhatsApp status during renewal season. Got twelve enquiries in three days without a single call.”

Two-wheeler & car insurance agent

Tier-2 city, Maharashtra (pilot)

Straight answers

No. The bot answers only from documents you upload. If a premium chart is not in your uploaded content, it will not quote a number — it will ask the client to contact you directly.

Yes. You are sharing educational content about your own approved products, not soliciting or transacting through an automated channel. The bot directs any purchase intent to you personally.

The chat works on any mobile browser — no app, no sign-up. If you can share a WhatsApp link, your clients can use it.

Yes. Upload brochures from each insurer you represent. The AI will answer from all of them and let the client guide the conversation toward what they need.

One lead from a renewal enquiry pays for months

₹499/month gets you unlimited chatbot sessions and full lead capture. A single converted renewal on a ₹25,000 health policy covers the subscription many times over.

Free plan available — upgrade only when you see leads coming in.

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