Starter pack · Insurance & financial services
No lead dropped, paperwork complete before submission, renewals never missed
Four AI agents for insurance agencies, brokers, leasing firms and small-loan offices, where the real work is taking leads, following up, chasing documents and reminding existing customers. This pack does the repetitive part that eats the day. Recommending a product, quoting and approving stay with licensed people in every case.
Work in
Insurance & financial services+ human approval
To the customer
A person approves before it ever reaches the customer· drag to rotate
A fit if you…
- An agency, a broker, a leasing team or a small-loan office of 3–40 people, taking dozens to hundreds of leads a month
- Leads lost to slow replies or forgotten follow-ups, files bounced back for missing documents, and renewals and instalments riding on each agent's memory
- You do not want to pay for an Audit or design the system yourself. You want something pre-assembled, live in 2–3 weeks, with scope and budget under control
A day with this pack running
- 07:30The agent lays out the day for the team lead before it starts: last night's new leads, leads due for follow-up today, cases waiting on documents, and the policies and instalments falling due within 7 days, split by the agent who owns them
- 09:30A lead from an ad messages the LINE OA about motor insurance · The agent takes the basic details, the plate, the year of the car and when they are free to talk, then hands it to a licensed agent with a summary. The agent talks about the cover and the price themselves
- 11:00A loan customer sends photos of their ID card, payslip and bank statement · The agent checks them against the checklist: all there, legible, still in date. Whatever is missing is asked for straight away, without waiting for staff to open the file
- 14:00Staff see the completed bundle on the review screen, with a summary of what the system read. They confirm it and send it into the company's approval process. The system has never sent a case without a person pressing the button
- 16:30The customer care agent messages customers whose policies expire within 30 days and reminds those with an instalment coming, in the wording the company approved. Anyone who replies that they want to change their plan is handed to an agent to talk to
- 18:00The team lead gets the end-of-day summary: leads closed, cases submitted, renewals, and each person's estimated commission, with what is outstanding and needs a decision tomorrow
The output you get
Less rework from incomplete documents · the agent presses send every time
An illustrative example — the names and figures are invented so you can see the shape of the work; the real thing is built around your business.
Example: Insurance & financial services
LIVE DEMO1 · Work arrives
2 · The AI agent does it
- Lead screening, booking, follow-up
- Document checks before submission
- Renewal and instalment reminders
- Portfolio, commission, open work
3 · You just approve
The system does not recommend a policy or loan terms. Every conversation about a product or a price is handed to a licensed agent or officer to have.
Result
within 5 minutes
to answer a new lead on any channel
What is in the pack
4 AI Agent already assembled
Takes leads from the LINE OA, the website and ad forms, asks the basic questions the agent will need, grades how ready they are, then books a time with the agent who owns them. Leads who have not decided are followed up on the rhythm you set, such as 1 day, 3 days and 2 weeks, with nobody having to remember.
The system does not recommend a policy or loan terms. Every conversation about a product or a price is handed to a licensed agent or officer to have.
Receives documents from customers by LINE or email, compares them against the checklist for that product, checks they are all there, legible and still in date, reads the key details into the form, and asks the customer for whatever is missing itself.
Staff check the bundle and confirm it before it enters the approval process, in every case. The system does not decide an approval or a rejection.
Tracks every customer's policy expiry and instalment dates, sends a reminder ahead on the schedule you set, confirms payment, and asks once a year whether anything has changed, so agents do not lose long-standing customers to forgetfulness.
Only wording the company approved is used. Customers asking to change a plan, to defer a payment, or raising a complaint, are handed to an agent to talk to straight away.
Pulls the numbers from all four agents into a daily and weekly summary for the team lead: leads at each stage, cases waiting for approval, customers coming due, and estimated commission per agent, sent to LINE or email at the times you set.
Commission figures are estimates for planning. The real amounts come from the insurer's or the lender's own systems, and targets and assignments are the team lead's decision.
All included
What is in the box
- The 4 agents configured and ready on LINE OA, email, ad forms and whatever spreadsheet or CRM the team already uses
- Document checklists per product the team sells, and forms the system can fill in, adapted to the companies the team submits to
- A review and approval screen showing leads waiting, document bundles waiting to be confirmed and messages waiting to go out, to approve or edit on one page
- Screening, renewal and instalment message sets, checked to carry no product advice, with the customer's consent recorded
- Per-agent permissions on customer data, encrypted storage of financial documents, and a log of every read, for PDPA
- A dashboard for leads, documents, renewals and commission, one training session, a short handbook, and 30 days of support after go-live
Go live
Live in 2–3 weeks
Step 1 / 3 · Collect products, checklists and connections
Week 1
- 1Week 1
Collect products, checklists and connections
Gather the products the team sells, the documents each one needs, the wording used with customers, and the existing customer list, then connect the LINE OA, email, and the CRM or spreadsheet in use.
- 2Week 2
Configure the agents and test on real cases
- 3Week 3
Train and go live with the first agents
within 5 minutes
to answer a new lead on any channel
down from hours or the next day, at the 12-person agency we did this for
-60%
cases bounced back over documents
typically, once the checklists cover every product the team sells
+15–25%
renewal rate on existing customers
measured 3 months after go-live, against the same period last year
Price and scope
One price, paid once, to install the whole pack, plus a small monthly fee for models and support. All in, about the same as one part-time member of staff per month. Fixed scope as listed, so we can give you an exact figure from the first conversation.
Not included
- Licence fees for the CRM, LINE OA or other systems the team already uses, and the ad spend that brings the leads in
- Direct integration with an insurer's or a lender's systems where that company offers no API
- Installing models on the office's own servers (see Private LLM Setup if you need that)
- Product advice, quoting and approval, which are the work of licensed people and the approvers on your team
Where you go when you grow
Once you pass 40 agents, several branches, or have to connect to several parent companies' systems, move up to the Sell more and Governance and ongoing care bundles, or have keelz design a workflow for your team through Agentic Workflow Design and Implement & Coach. What was set up in the pack carries over, with no starting again.
Safety in this business
- The AI in this pack gives no product advice, no quotes, and no approval decisions. Every conversation about cover, loan terms and interest is handed to a licensed agent or officer, and every message type is checked by whoever handles compliance on the team before use.
- ID cards, income details and bank statements are sensitive data. The system stores them encrypted, limits which agent can see what, deletes them on the agreed schedule, does not use them to train models, and logs every read, for PDPA.
- Existing customers are messaged about renewals and instalments only where they have consented, and there is a way to stop the messages immediately. If you need the data never to leave your own server, this can be extended to a Private LLM.
FAQ for Insurance & financial services
Will the AI recommend a policy or loan terms to customers in place of the agent?
No. The AI only screens, asks the basic questions, books the time, checks documents and sends reminders. The moment a customer asks about a product or a price, the system hands them to a licensed agent. Every message type is checked by whoever handles compliance on the team before it goes into use.
How safe are a customer's financial documents?
Documents are stored encrypted, an agent sees only the customers they handle, every opening is logged, and files are deleted on the schedule you agree. The data is not used to train models. If you need it never to leave your own server, this can be extended to a Private LLM.
What if the system misreads a document and the wrong thing gets submitted?
The system never sends a case into the approval process itself. Staff see the bundle together with what the system read on the review screen, and press confirm on every case. Anything the system is unsure about is flagged for a closer look.
Our team runs on Excel and personal LINE accounts, with no CRM. Can we use this?
Yes. The pack starts from the spreadsheet the team already has and the office LINE OA. We help move the existing customer list in during the first week. Customers on agents' personal LINE accounts have to be moved over to the LINE OA in stages, so the system can follow the work and the data is not locked to one person.
Agents are afraid it will replace them, or that customers will not want to talk to AI.
The system does the work agents do not want anyway: chasing and checking documents. Talking about products stays with the agent. Customers know from the first message that they are talking to the office's assistant, and can ask for a person at any time. From the cases we have done, agents end up with more time for the customers who are ready to buy.
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A free 30-minute call to see if this pack fits your team
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