01
Read the customer's question.
Read the message and earlier replies. Check which team member handles the conversation.
Customer conversation
Isa for insurance operations
Help your team answer insurance questions.
Review conversations, check product information and edit suggested replies in one place.
Insurance is our first application. We agree on the tasks with your team.
Insurance conversationIllustrative example
Insurance inquiry
WhatsApp · Customer question
I would like to know if I can add my granddaughter.
Information to check
The team must confirm eligibility.
Isa · Suggested reply
Review requiredTo confirm whether your granddaughter can join the insurance plan, the team needs to review the enrollment requirements. Would you like us to request that review?
A team member reviews the suggested reply.
We wrote this example without customer or policy data.
How your team uses Isa
Review the question and supporting information.
Your team may need to check a customer's circumstances or policy before answering. Read the conversation and consult the product information before approving the reply.
02
Check the source information.
Consult the product information before replying. Ask a specialist when you need to confirm an answer.
Product information
03
Review and edit the reply.
Check drafts awaiting approval. Edit the wording, discard the draft or take over the conversation.
Team review
Insurance FAQ
Check the information behind a reply.
Your team can consult 50 insurance questions with suggested wording and review notes. Check the available product information before using an answer.
Ask a specialist when you cannot confirm eligibility or policy conditions from the available information. Use the review notes to identify questions that need more information.
Source information
Consult the product facts linked to an answer when available.
Questions to review
Check which answers need more information or a specialist's decision.
Professional wording
Review and edit suggested replies before using them.
Before you begin
Questions about using Isa
Read about source information, team review and connecting your WhatsApp number.
What does Isa help an insurance team do?
Your team can read conversations, check product information and review suggested replies in one place. You can assign conversations and manage follow-up. We agree on the task to test before a pilot.
Which replies need a person to review them?
Your team reviews drafts that require approval and can edit or discard them. A specialist may need to confirm a customer's eligibility or policy conditions. We agree on review rules with your team before the pilot.
What sources does Isa use?
We review product information with your team before a pilot. The insurance FAQ contains 50 questions with suggested wording and review notes. Your team must check the customer's circumstances and policy before confirming coverage.
How do we start?
We choose one task with your team and review the information it needs. We assign reviewers and test sample conversations before starting a pilot. Your team checks the results before adding more tasks.
Can we connect our existing WhatsApp number?
We check how your team uses the number and which provider manages it. We confirm whether we can connect it and verify permission to send messages before the pilot.
Plan a pilot
Choose an insurance task to test.
Tell us which task your team wants to improve. We’ll agree on a pilot before connecting your systems.