Calls start in chaos
Claims begin with panic, missing photos, missing location, and handwritten notes.
For insurance
Answer coverage questions, Capture quote requests, Hand off the cases
Sawabot helps brokers and agencies handle WhatsApp conversations before they become lost calls, delayed quotes, or incomplete claim reports.
The problem
Insurance conversations are too important to live in scattered calls
Quotes wait too long
The prospect who asked on WhatsApp will not wait three days for a PDF.
Questions repeat all day
Coverage, exclusions, deductibles, documents, deadlines - the same answers, again and again.
Start simple, grow deeper
Three steps most brokerages adopt in order
Start with documents. Add intake. Then connect policy and claims support when the team is ready.
Coverage FAQ
Start with answers from your product documents
Upload brochures, policy wording, and rate sheets. Sawabot answers coverage questions with source citations.
- No API integration required
- Works from documents you already have
- Escalates anything off-script
Quote intake
Capture qualified quote requests before the broker calls back
The agent collects the basics, applies simple rules, and sends the broker a structured lead instead of a messy transcript.
- Plate, year, use, contact, product interest
- Lead drop into HubSpot, Zoho, Google Sheets, or inbox
- Broker still confirms the binding quote
Policy and claims support
Help policyholders with operational questions after purchase
With the right broker CRM or policy system connector, Sawabot can help customers check policy status, renewal dates, document requirements, quote status, incident status, or next claim steps.
- Policy status, renewal date, quote status, and claim next-step questions
- Incident photos, location, and summary captured for broker review
- No claim approval, payout decision, policy issuance, or automatic writeback by the agent
Humans in control
The agent handles routine intake, Your broker handles judgement
Sawabot does not replace the broker. It answers what is predictable, captures what is missing, and escalates when a case needs a person.
Take over
Reply directly in any thread.
Pause
Stop the agent on a sensitive case.
Review
See what was answered, booked, and escalated.
Why WhatsApp
A claim moment is high-emotion, low-patience
Switching to a portal, email, app, or call queue is where details disappear. WhatsApp is already in the policyholder's hand when the incident happens.
Trust
Official WhatsApp infrastructure, Human control, Clear records
Sawabot is a Meta Tech Partner with direct integration to Meta. We do not train models on your policyholder conversations.
SegurLine used WhatsApp for quote intake with broker handoff
SegurLine built on WhatsApp Business and reported 53% more sales, 61% higher conversion, and 3.7x more engaged customers. Quote intake was structured on WhatsApp, while brokers closed the deal - the same pattern Sawabot supports.
View case study Official WhatsApp Business API 
Meta Tech Partner