AI assistant for insurance advisers: schedule advisory meetings and send damage claims directly to your team
Customers message, e-mail and call about policies, changes and claims. Slimbot brings this together in one inbox, asks for the details your adviser needs and schedules conversations in your diary. Advice and coverage assessments remain with you.
Good morning, we're buying a house and want to know which insurances we need.
Assistant's draft
Congratulations! An adviser would be happy to discuss that with you. When will the transfer take place, and would you like a meeting at the office or by phone?
CustomiseApprove
Sound familiar?
Customer queries come in everywhere. You answer in one place.
Without Slimbot
WhatsApp on one phone, e-mail in another inbox, DMs in yet another app
Colleagues don't know who has already replied
Questions remain unanswered in the evenings and at weekends
With Slimbot
All channels in one team inbox, on desktop and in the app
Assign, label and add internal notes: everyone sees the status
The AI assistant prepares a draft reply, you approve
In practice
What comes in at insurance advisers — and what Slimbot does
"I'd like to have my insurance policies reviewed."
The assistant asks which policies there are and what has changed, and suggests a conversation. Your adviser gives the advice itself.
"I have a claim – what now?"
The report goes straight to your team with the details and photos. The assistant makes no statement about cover or compensation.
"We're moving house, do I need to let you know?"
The assistant records the new situation and schedules a call appointment; an adviser assesses what this means for the policies.
"Can you send me my policy?"
Draft reply in which you confirm the request; you send the document yourself or have a colleague do it.
"I can't make it to our appointment tomorrow."
The assistant offers alternative times from your calendar and reschedules the appointment after the customer's approval.
WhatsApp (example)Example
CustomerGood morning, we're buying a house and want to know which insurance we need.
AssistantCongratulations! An adviser would be happy to discuss that with you. When does the handover take place, and would you like a meeting at the office or by phone?
CustomerTransfer is in six weeks. By phone please, preferably after six o'clock.
AssistantThank you. I suggest Thursday or Friday at 6.30 pm. Which day do you choose? Then it will be in the adviser's diary.
Fictional example; names, times and amounts are for illustration.
Try it yourself
Ask a question as a customer of an insurance adviser
Choose a question and see how the assistant responds. These are pre-written example answers (not live AI). In your own account, the assistant bases itself on your own data, and you decide whether an answer goes automatically or for approval first.
WhatsAppExample
Choose a question on the left to start the conversation.
Fictional example. Names, times and amounts are for illustration.
What it looks like
The real Slimbot inbox
Screenshots from a demo account with example conversations. Not real customers.
Example · desktopExample · app
How it works
Get started in three steps
From sign-up to working channel. You keep your own number.
1
Connect channels and calendar
WhatsApp, e-mail and your advisers' calendar.
2
Record your working method
Which topics you cover, how a claim is handled and who receives them.
3
Let enquiries come in
Also via the chat on your website.
Features
What you get
Features that Slimbot has today. No promises we don't keep.
Request details in advance
What does the customer want to discuss, which policies does he have now, what has changed: the assistant asks for it, so your adviser comes in prepared.
Damage claims to the team
A claim goes directly to the right colleague, with what the customer has already said and the photos attached. The assistant does not assess the damage or cover.
Conversations in your diary
Advisory appointments on location, by phone or video are scheduled via your connected calendar, with a reminder from your own number.
Customer card per contact
Conversations, notes and appointments are kept together, so every colleague can see what the last contact was about.
Follow up annual contact
Invite customers for the regular policy review with a message you approve yourself.
Smart advice in 3 clicks
What suits your insurance advisers?
Answer three short questions and see which plan and features we recommend. It's an indication: you choose yourself, and you can cancel monthly.
Step 1 of 3
Free tools
Calculate it, no sign-up required
Two calculators with your own input and visible formula, and answer templates to use immediately. No e-mail address required.
Missed-messages calculator
How many requests are left unanswered or arrive too late? Enter your own estimate. The values below are example values.
Response-time check
How many hours per week is your business unreachable for messages, and what does that mean for your response time?
Three WhatsApp replies for insurance advisers, ready to copy
First response to an advisory enquiry
Goedemiddag <naam>, bedankt voor uw bericht! Voor een goed adviesgesprek helpt het als u vooraf aangeeft waarover u wilt praten (bijvoorbeeld <onderwerp>) en welke polissen u nu heeft. Zo kan <adviseur> zich voorbereiden. Wanneer komt een gesprek u uit? Groet, <uw naam>
Receive damage claim
Goedemorgen <naam>, wij hebben uw schademelding ontvangen. Kunt u ons nog laten weten: wat er is gebeurd, op welke datum, en om welke polis het gaat? Foto's mag u hier in de chat sturen. Een collega neemt vandaag of morgen contact met u op. Groet, <uw naam>
Invitation for the annual policy review
Goedemiddag <naam>, het is weer tijd om samen naar uw verzekeringen te kijken. Heeft er iets veranderd, zoals een verhuizing, een nieuwe auto of een gezinsuitbreiding? Laat weten welke dag u schikt, dan plan ik een gesprek met <adviseur>. Groet, <uw naam>
Adjust names, times and amounts before you send. Fill in the text in <angle brackets> yourself.
From €14.95 per month
Excl. VAT, from the live price list. Start with a free account; a subscription only begins when you accept it.
No. The assistant gives no advice and makes no statements about cover, premiums or claims. It enquires about details, answers practical questions from your own knowledge base and schedules appointments. The advice remains with your advisers.
What happens to a claim?
The assistant notes what the customer tells you, receives photos and forwards the report directly to your team. You decide how to proceed from there.
Can I have the AI create drafts only at first?
Yes. You choose per channel whether the assistant prepares drafts for your approval or answers simple questions itself. For questions about policies and claims, you can always have it refer to your team.
Can multiple advisers use the calendar?
Yes. Everyone works in the same inbox and conversations are scheduled via the relevant adviser's connected calendar.
Is customer data handled carefully?
Conversations are in your own inbox and on the customer card. Read on our privacy and processor pages how we handle data.
What does it cost?
You can start with a free account without a credit card, and the subscription can be cancelled monthly. Current prices are on the pricing page.
Different industry? Find yours
Type your industry. We'll show the relevant page, or a brief tailored explanation of what Slimbot can do for you.
Slimbot
