Overview

InsurTech companies sell to insurers, brokers and customers modernising insurance. Gaptix qualifies leads, books demos, guides onboarding and supports adoption on WhatsApp — lifting conversion, easing integration and driving adoption, while sensitive data and transactions stay in secure, compliant systems.

Use Cases

WhatsApp use cases for InsurTech

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

Lead qualification

Qualify insurers, brokers or customers.

Demo booking

Book tailored product demos.

Onboarding

Guide onboarding and setup securely.

Product education

Explain features and value.

Integration support

Support integration with core systems.

Compliance guidance

Guide compliance-related steps.

Adoption & training

Drive adoption and run training.

Upsell & renewals

Handle upgrades and renewals.

The Platform

Everything Gaptix gives your InsurTech business

One platform to run marketing, sales and support for insurtech 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 insurtech 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

We're a broker wanting to digitise quotes and policy management.

Perfect use-case! Our platform digitises quoting and policy admin for brokers. How many policies do you manage monthly? I'll book a demo and show integration with your systems.

About 500 policies/month.

Great 🛡️ I'll book a demo tailored to 500 policies/month and show quoting and policy management. Sensitive data stays in our compliant systems. I'll guide onboarding and integration, then support your team's adoption.

FAQ