Agentic AI agent for insurance

Your insurance prospects want a quote now.
Not a callback tomorrow.

The average prospect contacts 3 insurers. The first to respond wins. Sacha qualifies every inquiry, identifies the need, collects information and schedules the appointment with the right advisor.

Website
WhatsApp
Phone
Email
Agent IA SDR pour l'assurance β€” Sacha Omon qualifie les prospects assurance

Real-time

response

24/7

available

40+

languages

The insurance challenge

Multi-product, multi-profile, multi-channel. One agent to handle it all.

Multi-product complexity

Car, home, health, business, life β€” each line has its own qualification criteria.

Compliance requirements

Collect the right information without giving financial advice. Sacha qualifies, she doesn't recommend.

Intensive comparison shopping

Prospects compare 3-5 insurers. The first to qualify and offer an appointment wins the policy.

Seasonal peaks

Moving season, year-end, renewals. Demand spikes overwhelm teams.

Coverage lines

Every line, its questions. Sacha knows them all.

Car

Sacha collects:

  • Vehicle type
  • Year, model, mileage
  • Claims history
  • Usage (business/personal)
  • Named drivers

Home

Sacha collects:

  • Type (flat/house)
  • Size, floor
  • Owner / tenant
  • Contents value
  • Security features

Health

Sacha collects:

  • Family composition
  • Ages of insured
  • Optical/dental needs
  • GP registered
  • Monthly budget

Business

Sacha collects:

  • Business activity
  • Annual revenue
  • Number of employees
  • Existing liability cover
  • Specific risks

Prospect journey

Traditional journey vs Sacha.

Traditional journey

1

Prospect calls

Gets voicemail

2

Callback next day

Prospect already called 2 other agencies

3

Info collected by phone

15 minutes, incomplete information

4

Quote sent in 48h

Prospect already signed elsewhere

Total time: 48h+ β€” prospect lost

With Sacha

1

Prospect arrives

Response in real time, any channel

2

Need identified in 90s

Car, home, health, business β€” multi-policy detected

3

Info collected in conversation

Vehicle, property, family, budget β€” complete and structured

4

Appointment booked with right advisor

In under 4 minutes, pre-qualified file

Total time: < 4 minutes β€” prospect converted

Agent IA SDR pour courtiers et compagnies d'assurance

Compliance & trust

Sacha qualifies. She doesn't advise.

No financial advice

Sacha collects information and qualifies needs. Product recommendation stays with the human advisor.

Compliant collection

Only information required for qualification is requested. No sensitive data outside scope.

GDPR native

Data hosted in Europe, encrypted, with explicit consent and right of access.

Transparent handoff

The prospect knows they're speaking with an agentic AI agent. The switch to a human advisor is explicit and documented.

Full traceability

Every conversation is recorded. Complete history for audit and quality control.

Website, WhatsApp, Messenger, Email, SMS, Phone β€” one agent, every channel.

Website
WhatsApp
Phone
Email

Deployment

Operational in a few days. Fully managed.

01

Agency audit

Analysis of your product lines, sales pitch, advisors and their schedules.

02

AI configuration

Agent trained on your products, pricing, qualification criteria per line and handoff process.

03

Live & track

Deployed across all channels. Tracking: qualified leads, appointments, conversion rate per line.

GDPRSingle-tenantFully managedSecure hosting

Your prospects contact 3 insurers. Be the first to respond.

Assessment: we analyse your inquiry flow, product lines and organisation to show you Sacha's ROI.

Request your free assessment

Turn your prospects into customers β€” with Sacha, your AI agent

Get your personalized study and discover how much revenue Sacha can generate for your business.

real time

Response time

24/7 Β· 365 days

Availability

+ 35%

Average observed ROI

What you'll get:

Personalized analysis + ROI estimate
Live AI agent demo
Custom deployment strategy
Sacha

Sacha

Your AI sales agent

"Let me analyze your business and show you how I can transform your sales results."

real time

Instant response 24/7

Turnkey

We handle everything

0 risk

Guaranteed or deactivated

200+ businesses served

Request your free assessment

Fill out the form and receive your personalized analysis within 24h.

RGPD/GDPR
Free Β· No commitment Β· Response within 24h