Overview

Insurance brokers manage many clients, insurers and products. Gaptix captures leads, qualifies needs, shares multi-insurer options and manages renewals and claims on WhatsApp — so no enquiry goes cold, more policies are placed and clients get responsive, trusted service across their whole portfolio.

Use Cases

WhatsApp use cases for Insurance Brokers

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

Lead capture

Capture and qualify every enquiry 24/7.

Multi-insurer quotes

Share comparative quotes across insurers.

Recommendation

Recommend suitable cover for the client.

Application & docs

Guide applications and document collection.

Renewal management

Track and remind renewals across clients.

Claims coordination

Coordinate claims with insurers.

Portfolio reviews

Prompt periodic cover reviews.

Referrals & retention

Drive referrals and retention.

The Platform

Everything Gaptix gives your Insurance Brokers business

One platform to run marketing, sales and support for insurance brokers 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 brokers 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 need car and health insurance — can you find me the best options?

Absolutely! I'll pull comparative quotes from multiple insurers for both. Quick questions: car make/year, and family members for health? I'll then share the best-value options side by side.

2021 Hyundai, family of 3.

On it 🤝 I'll share 3 motor and 3 health options with premiums and key differences. Once you pick, I'll handle the paperwork and manage renewals and any claims for you going forward.

FAQ