Instantanswers for clients
Lighterstaff workload
Morequote requests
About the client
A short-term insurance broker, based in Bloemfontein, Free State, operating in the finance, fintech & insurance sector.
The problem
Staff answered the same policy and claims questions repeatedly.
What we did
- AI assistant using approved policy information
- Claims process guidance
- Handover for advice requests
- Lead capture for quotes
Outcome
- Instant answers for clients
- Lighter staff workload
- More quote requests
Services involved
AI Chatbot Development · AI Automation
Client identity withheld. This anonymised case study is an illustrative example of our approach; figures are indicative and results vary by business, market and budget.
