10 Insurance & multifinance

Qualify, document and follow up without leaving an audit gap

Selling protection or financing over WhatsApp is a compliance problem wearing a sales hat. Every promise made in a chat is a promise somebody will ask you to produce later.

Renewal lapse rate
−41%
Complete document sets, first pass
79%
Conversations retained on exit
100%

01 What lands in this inbox

The messages, in the words your customers actually use.

We read design-partner threads before writing a single automation. This is the raw material the AI agent and the scoring model are tuned against.

Kept verbatim, mixed language and all — because that is how the question arrives, and what the agent has to understand.

Your business number Live
  • preminya berapa per tahun?
  • syarat pengajuannya apa saja?
  • polis saya jatuh tempo kapan?

Unassigned · waiting for a first reply

02 Before and after

What breaks today, and what we set up instead.

What breaks today

  • Agents selling from personal numbers, with no record
  • Documents collected in chat and lost the same week
  • Renewals that lapse because nobody was reminded

What we set up instead

  1. Every conversation on a company number

    Agents work inside Replai, so the transcript, the attachments and the assignment history survive the agent leaving.

  2. Document intake with a checklist

    KTP, payslip, existing policy — requested, tracked and chased once a day until the set is complete, then locked to the record.

  3. Renewal and premium reminders

    Fire on the policy date inside quiet hours and frequency caps, and stop the moment payment clears.

Where this comes from Built with a sixty-agent insurance brokerage and one multifinance sales team.

Next step

Ready to see it on your own inbox?

Thirty minutes, your real WhatsApp traffic, no slide deck. We will tell you honestly whether Replai is the right fit.

Replai is invite-only and quoted per team, so there is no signup form and no public price list. Both start with the same call.