The WhatsApp message and the email that brought you here were sent by AI. Now see what the same system would do for your customers.
CCAgent
WhatsApp Business
From a new lead to a policy, from WhatsApp to the end-of-day summary, all in one video.
Leads from ads go uncalled for days and turn cold.
Conversations live on an agent's phone. When they leave, the customer leaves too.
Expiry dates sit in Excel or in someone's memory. Reminders always come too late.
Nobody knows which campaign, agent or product actually pays.
All four lead to the same place: lost premium.
Decides 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
Lead flow
From new lead to won policy, every step at a glance.
Overdue work
Nobody left uncalled after 2 hours slips through.
Production
Premium, commission, withholding and net earnings, live.
Lead flow · conversion strip
Lead quality
Hot · Warm · Cold
Overdue work
Not called in 2 h
Production
Premium · Net earnings
sample view
Customer 1
AI handling
Customer 2
Taken over
Customer 3
AI handling
sample view
Approved Meta template · audience filter · live progress tracking · daily quota managed automatically, the rest is queued.
0
agencies targeted
0
messages sent
0
delivered · 86%
0
replies
0
said "STOP"
Real results from our first WhatsApp campaign
Customers
Quotes
Policies
Products
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.
Behind the scenes: how does it sound so natural on the phone?
Listens
Transcribes what you say instantly.
Understands
Hears from your tone that you have finished.
Thinks
Knows the customer's history and prepares the answer.
Speaks
In its own voice, fluently.
An AI assistant you can ask on every screen.
Conversion funnel
By city
Campaign detail
Agent performance
Renewal rate
Saved renewals
SLA breach rate
Premium at risk
30/60/90-day premium
Co Pilot
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.
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.
Pick a time that suits you; in a short call we walk through renewals, WhatsApp and calling on your brokerage's own workflow.
The calendar is coming here soon
For now, write to us and we'll find a time that suits you.
Request a demo by emailinfo@ccagent.net
It 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.