AI for insurance agencies
AI answers every enquiry, day and night, from WhatsApp, phone, email and ad forms and hands it to your team; it reaches customers due for renewal on its own. Sales and policies stay with you.
30 min voice calls500 WhatsApp messages included
A 15-min demo call at your time
Connects to
All four lead to the same place: lost premium.
Calculate what lost renewals cost you“Yesterday I sent WhatsApp messages to 200 people. Today I'll message 200 more, and I don't know who got yesterday's.”
How it works, in 3 steps
1Orbit lines up the work every morning.
Morning summary · 08:30
Good morning, 4 things need you today
+1 more · each with a one-click ready plan
Who got what
2The assistant prepares the plan.
Set a reminder for people who got a quote and didn't reply. If they still don't, have an agent call them 2 days later.
The plan is ready. If you approve, I'll start with 5 people first.
Contact rules applied: 2 people who asked not to be contacted were removed.
You approve; the follow-up is tracked. Steps run in order, and stop by themselves when the customer replies.
Sample view; names and numbers are examples.
One contact record
WhatsApp, e-mail, calls and tasks: who got what, when, and who replied, on one timeline.
Smart audiences
Groups like “quote unanswered for 2 days” or “motor leads in Ankara” take a few clicks.
Contact rules
Weekly message caps, minimum gaps, night quiet hours and do-not-contact requests are filtered out before sending.
Automatic follow-ups
Message, wait, call and task steps run in order, and stop by themselves when the customer replies.
Results
Which channel and campaign brought quotes and policies, and when customers reply most, all in view.
Special-day messages
Birthday, holiday and policy-anniversary messages are prepared and go out on time once you approve.
The final say is always yours.
Nothing starts without you
The assistant prepares and suggests the plan; bulk sends and outreach plans never start without your approval.
Small trial first
Bulk actions run on 5 people first and can be undone within 30 seconds.
Personal data stays protected
The customer's name, phone and ID number are never sent to the AI.
Compliant contact
People who haven't consented or asked not to be contacted are left out automatically.
Orbit is in beta. In the demo we show it on your own portfolio.
See Orbit in a demoDecides who to talk to, on which channel, when, and about what.
Warm lead
Lands in front of your agent
Task + reminder
Follow-up stays on time
Panel + reports
Everything on record
Whichever channel the customer comes from, AI answers, finds the need and writes the outcome to the customer card. When the conversation warms up, your agent takes over.
WhatsApp + AI first responseMeta approved
AI asks the first questions; when it warms up, your agent takes over in one click.
Voice AI
Simge speaks fluently in her own voice and writes the call's outcome to the panel.
Jane Miller
Documents for my home policy
Hi, which document do you need for the renewal?
AI reply
Gmail and Outlook connect; incoming e-mail lands on the right customer and AI prepares the reply.
Tasks open by themselves 30, 15, 7 and 1 day before a policy expires. WhatsApp first, then e-mail; if there's no answer, AI calls. High-premium policies first.
30 days
15 days
7 days
1 days
Expiry
Days are adjustable
Channel order
WhatsApp, then email. No answer? AI calls.
SLA tracking
Time to first contact, call tasks, escalation to a manager.
Priority
High-premium policies first, between 09:00 and 19:00.
Screens from a sample agency account; names and amounts are examples.
Jane M.
Istanbul · Car
AI note
AI customer note
After each conversation the score, grade and summary land on the card by themselves: who is warm, why, and what comes next.
Tasks
Assigned to me, overdue, today. Renewal and expiring-quote tasks open by themselves.
Global search
Search every record instantly by name, phone or ID number.
Team and assignment
Warm leads go to agents by rotation, region or workload.
Connect your WhatsApp account through Meta
Messages go out over the official WhatsApp Business platform.
Meta-approvedUpload your portfolio by CSV
Your customer and policy list comes in from Excel or CSV.
Decide the questions AI will ask
You choose what to ask for a quote; the AI greets with those.
Set your renewal rules
Which day, which channel, which customer: all adjustable.
AI never…
Contact hours
Messages and calls only in the hours you set.
"STOP" = opt-out
Whoever writes it leaves the campaign. Emails carry an unsubscribe link.
Privacy and permissions
Data request screen, user and agent permissions.
Separate data
Each agency's data is kept apart.
The first month is free: 30 minutes of voice calls and 500 WhatsApp messages included. In the call we walk through renewals, WhatsApp and calling on your brokerage's own workflow.
Plans and pricingIt never quotes a definite price or coverage. You can watch every conversation and take over in one click.
Each agency's data is separate. There is a data request screen and permissions; anyone who writes "STOP" is removed.
Policy issuing stays there. We take on first contact, WhatsApp and renewal follow-up.
We are a Meta-approved app; your account connects through Meta. Approved templates, daily quotas and STOP handling keep your number out of trouble.
Compare it with the commission on a single saved renewal. See it with your own data in the free first month.
There is nothing new to learn: warm leads land in front of them and they carry on in WhatsApp.