The email comes in. The quote goes out — on its own.
An insurance agency that receives dozens of quotes a day: every email with PDF policies goes through precise AI extraction — coverages, deductibles, driver age, roadside services — and turns into a summarized WhatsApp message sent to the customer in the name of the handling rep. Everything is logged in a sheet, hands-free.
Every email — fifteen minutes of decoding Email comes in → the customer is updated
- Dozens of emails with PDF policies come in every day
- A rep opens, reads and extracts by hand: mandatory, comprehensive, third party, deductible
- Drafting a summary for the customer — another 10 minutes per quote
- Peak-hour load = customers waiting hours for an answer
- AI reads all the policies in the email — including complex tables
- Extracts coverages, deductibles, driver age and seniority — precisely
- Builds a summary message for the customer and sends it on WhatsApp in the name of the right rep
- Every quote is documented automatically in a tracking sheet
Here's how it works inside
A real screenshot from the system — not a marketing mockup.
Policy email → AI extraction → WhatsApp + logging
The email is captured automatically and the attached policies are read by an AI model trained to extract exactly what matters: mandatory vs. comprehensive, third party, deductible, the young driver's age and seniority. The system identifies which rep is handling it by the email address, builds a summary message in Hebrew within WhatsApp's length limits, sends it to the customer — and records the entire quote in the agency's tracking sheet.
The numbers you feel every day
Are documents decoded by hand at your company too?
Policies, contracts, quotes — if someone reads and copies by hand, there's an automation here waiting to be built.
Want a system like this? Check out our WhatsApp bot service or our pricing & plans.