Simplify insurance with conversational messaging
From policy inquiries to claims processing, manage every customer touchpoint through WhatsApp. Automate renewals, send instant quotes, and deliver personalized coverage recommendations — all from one omnichannel inbox.
Why DialogTab for Insurance?
DialogTab is purpose-built for insurance companies that want to modernize policyholder communication, accelerate claims processing, and achieve industry-leading renewal rates through WhatsApp.
Claims via WhatsApp in Minutes
Let policyholders file claims by simply sending photos, documents, and descriptions through WhatsApp. Guided conversational flows collect all required information upfront, reducing back-and-forth by 60%.
98% Policy Renewal Rate via Messaging
Proactive WhatsApp renewal reminders with coverage summaries, comparison options, and one-click renewal achieve open rates that email and phone calls simply cannot match.
Instant Quote Generation
Provide real-time insurance quotes through conversational WhatsApp flows. Collect customer details naturally, compare plans side-by-side, and close policies without a single phone call.
Regulatory-Compliant Communication
All conversations are encrypted end-to-end through WhatsApp and stored securely with full audit trails. DialogTab helps you meet regulatory requirements for customer communication records.
Claims Processing via WhatsApp
Let customers file and track insurance claims directly through WhatsApp. Collect photos, documents, and details conversationally for faster resolution.
Policy Management
Send policy documents, coverage details, and renewal reminders via WhatsApp. Enable customers to view and update their policies through chat.
Instant Quote Generation
Provide instant insurance quotes through WhatsApp by collecting customer information conversationally. Compare plans and close sales in real-time.
Renewal Automation
Send timely renewal reminders with coverage summaries and one-click renewal options. Reduce policy lapse rates with proactive WhatsApp outreach.
AI Insurance Assistant
Let AI handle common queries — coverage details, deductible info, claim status — while agents focus on complex advisory and high-value policies.
Multi-Channel Agent Support
Multiple agents handle customer conversations simultaneously from one WhatsApp number. Auto-route based on policy type, urgency, or customer tier.
How DialogTab Works for Insurance
Get your insurance operations connected to WhatsApp and start transforming policyholder experiences in minutes.
Connect Your Systems
Link your WhatsApp Business number to DialogTab and integrate with your policy management system, CRM, or claims platform through our API for seamless data flow.
Configure Policy Workflows
Set up automated claims intake flows, renewal reminder sequences, quote generation templates, and policyholder onboarding journeys tailored to your insurance products.
Automate Policyholder Service
Let AI handle coverage inquiries, claim status updates, and policy questions. Complex cases are instantly routed to specialized agents with full policyholder context.
Scale Your Book of Business
Launch targeted campaigns for cross-selling, upselling, and renewal drives. Monitor agent performance, claims resolution times, and customer satisfaction from one dashboard.
How insurance companies use DialogTab
Automated Claims Intake
Collect claim details, photos, and documentation through guided WhatsApp conversations for faster processing and reduced manual effort.
Proactive Renewal Campaigns
Send personalized renewal reminders with coverage comparisons and special offers to maximize retention rates.
New Policy Onboarding
Guide new policyholders through coverage details, document requirements, and account setup via conversational WhatsApp flows.
Emergency Assistance Channel
Provide a direct WhatsApp line for roadside assistance, health emergencies, and urgent claims — with instant agent connection 24/7.
Frequently Asked Questions
Can DialogTab integrate with our existing policy management or claims system?
Yes, DialogTab integrates with leading insurance platforms and custom systems through robust API connections. Policy data, claims records, and customer information sync in real-time so your agents always have complete policyholder context.
Is WhatsApp communication secure enough for insurance data?
Absolutely. WhatsApp provides end-to-end encryption for all messages. DialogTab adds enterprise-grade security with encrypted data storage, role-based access controls, and full audit trails. We help insurance companies meet regulatory compliance requirements for customer communication.
How does the automated claims intake process work?
When a policyholder initiates a claim via WhatsApp, DialogTab guides them through a conversational flow that collects all required details — incident description, photos, documents, and contact information. The structured data is automatically sent to your claims system, reducing processing time by up to 45%.
Can we send policy documents and renewal notices through WhatsApp?
Yes, DialogTab supports sending PDF documents, policy summaries, renewal notices, and coverage comparisons directly through WhatsApp. Messages have a 98% open rate, ensuring your policyholders actually see and engage with important communications.
How does DialogTab help improve policy renewal rates?
DialogTab sends proactive renewal reminders via WhatsApp with personalized coverage summaries, premium comparisons, and one-click renewal links. The conversational approach lets policyholders ask questions and resolve concerns instantly, which typically improves renewal rates by up to 3x compared to traditional channels.
Need a Custom Solution?
If you need a special feature or integration for your insurance company, get in touch with us and let's build new solutions together.
Contact UsReady to transform your insurance operations?
Join insurance companies using DialogTab to deliver faster, more personal customer service.