Overview

Insurers handle quotes, onboarding, renewals and claims across products. Gaptix captures needs, shares quotes, guides applications and assists with renewals and claims on WhatsApp — increasing conversions, reducing renewal lapses and giving policyholders reassuring, instant support across the policy lifecycle.

Use Cases

WhatsApp use cases for Insurance

Every step from discovery to repeat purchase — automated on the channel your customers check most.

Needs capture

Capture cover needs and customer details.

Instant quotes

Share plan options and premiums.

Application guidance

Guide applications and document upload.

Policy issuance

Deliver policy documents securely.

Renewal reminders

Remind and process renewals before lapse.

Claims assistance

Guide policyholders through claims.

Servicing requests

Handle endorsements and updates.

Cross-sell

Recommend complementary cover.

The Platform

Everything Gaptix gives your Insurance business

One platform to run marketing, sales and support for insurance on WhatsApp.

AI Agents

Trained on your catalogue and policies to answer, recommend and sell 24/7.

WhatsApp Catalogue

Showcase products with images, prices and variants right inside chat.

Broadcasts & Campaigns

Segment customers and send offers, launches and reminders that get seen.

Shared Team Inbox

Your team and AI collaborate on one inbox with full context.

Payments & Checkout

Accept UPI, cards, netbanking, EMI and COD with secure links.

CRM & Leads

Capture, tag and nurture every customer automatically.

Chatbot Flows

Design multi-step journeys with conditions, delays and actions.

Analytics

Track opens, replies, conversions and revenue by campaign.

In Action

See it in a real conversation

This is how a insurance customer goes from question to checkout — automatically, in seconds.

10xhigher open rates than email

24/7instant AI responses

3xfaster response & resolution

↑more conversions & repeat orders

Gaptix AI online

I want insurance but not sure what I need.

No problem — let's find the right fit. Are you looking to protect your family's income, your health, or an asset like a car or home? A few questions and I'll share suitable plans and quotes.

Protect my family's income.

Got it 🛡️ A term life plan fits best. I'll share 2-3 options with premiums and coverage. When you choose, I'll guide the application and secure document upload, and deliver your policy here.

FAQ