Sales AI agent
Quotes and guidance over WhatsAppWorkflow publishedHelps prospects, gathers the data needed to quote, and guides them toward issuing and paying for their policy.
192Conversations with activity
148Open sessions
246Follow-ups sent
For Carriers, Brokers, MGAs and Producers
AI agents for insurance sales and operations.
A platform that can work hand in hand with your team to accelerate sales and automate your operation.
WHO OPERATES
Your Producers / Partners
Your team
SalesAdministrationOperationsMarketing
One core. Your whole operation.
InsurMind
Shared core
AI AgentsThe engine of the core
Sales
Retention
Policyholder service
Administration
Measurement and oversight
WHAT YOU ALREADY HAVE
Carriers
Brokers
Insurtech
Your producers and your team work on one shared core, and that core talks to the systems you already use.
Technologies · scroll to see all →
Heroku
Claude Platform
N8N
Meta
Heroku
Claude Platform
N8N
Meta
AI agent platform
AI agents specialized by process.
Sales, and the operation that sustains it: retention, service and administration. Above them all, a layer that measures and oversees. Nine AI agents on one core.
AI agent · Sales
Sales
Quote, answer questions, capture data — including images —, offer discounts, compare competitors' offers and issue policies. Follow up on stalled opportunities.
AI agent · Invoicing
Invoicing
Generate and send policy invoices with the customer's tax details, under the carrier's rules.
AI agent · Reconciliation
Reconciliation
Match payments received against issued receipts, identify discrepancies and keep the evidence for each case.
AI agent · Collections
Collections
Send payment reminders, provide payment links and check the status of receipts.
AI agent · Renewals
Renewals
Identify expiring policies and prepare quotes to make renewal easy.
AI agent · Recovery
Win-back
Run campaigns to win back lapsed or cancelled policies, picking up the customer data already on file.
AI agent · Service
Policyholder Service
Answer questions about the policy, send documents and handle change requests. Point to the carrier's channel in the event of a claim.
AI agent · Analytics
Sales Analytics
Measure campaign spend, conversion and the sales funnel to identify which channels generate business.
AI agent · Oversight
Quality Assurance
Review conversations, exceptions and evidence to spot incidents and make it easy for the team to step in.
Product in operation
Your AI agents operate. Your human team keeps control.
From a single view, your team understands what each AI agent is aiming at, what it is executing and which cases need intervention.
Demo view of the InsurMind control center.
Your operations center
InsurMind · AdministrationHello, team
This is the pulse of your business. Spot opportunities, follow your AI agents, and decide where to act.
This week · November 2–8, 2026Observed snapshot · Nov 4, 2026, 8:00 PM Mexico City · not updated automatically
AI agent management
Your AI agents
See their mission, operational activity, and where they need attention.
Recovery AI agent
Re-engaging sales opportunitiesCampaign pausedReconnects with prospects in recovery campaigns to reopen the conversation and bring them closer to a new quote.
498Selected
86Contacted
23Replies
Sales pulse
What's happening this week
Operational indicators from the observed snapshot; these are not real-time data.
New leads145+20%
Valid quotes190+24%
Confirmed interest92+12%
Policies issued2−60%
First payments2−33%
New leads
Your next best action
168 opportunities awaiting issuance. Review prospects who have already shown intent to buy.
Sales action
Opportunities that need attention
- Awaiting issuance168
- Issued, awaiting payment2
- Recovery awaiting quote0
- Recent incidents0
Conversations and automation
192Conversations with activity
148Open sessions
195Templates sent
246Follow-ups sent
Where leads come from
Views by landing page, owner, and channel, with the source visible in the dashboard.
Automation
Work your operation has already done
Discounts completed44
Payment reminders3
Campaigns
Paused at snapshotCustomer recovery
Selected498
Sent86
Replies23
Payments attributed0
Site
Current acquisition experiment
Visitors1,913
Quotes225
Leads294
Policies5
Operational health
Exceptions worth monitoring
Last 24 hours0
Last 7 days14
Interface proposal · figures observed on Nov 4, 2026 · not updated automatically
Visible goalsEvery AI agent shows what it is trying to achieve and which actions it is executing.
Exceptions explainedYour team sees why a case stopped and what it recommends doing.
Immediate human controlA person can review, approve or take control without losing context.
Sales report · Kanban
A funnel from start to finish. And the levers that move it.
A view that helps your team follow the sales journey and decide where to step in: follow-up rules, payment reminders, discounts and campaigns. The screen below is a proposal with fictional data, not a live dashboard.
Operations center · SalesFictional data and conversations · not a live dashboard
One journey, two views
Case A · web channel Case B · conversation Case C · quote Case D · quote Case E · reply Case F · conversation Case G · details Case H · details Case I · issuance Case J · issuance Case K · payment Case L · payment
From first contact to payment
Percentages show progress between stages in a fictional cohort; cards show fictional cases in their current stage.
Scroll horizontally to see all six stages →
80%
70%
75%
71.4%
80%
Lead created
200 cases at this stageInquiry started; quote pending.
Asks about coverage options.
Quote generated
240 cases at this stageHas received a proposal.
Asks about coverage.
Replied to the AI agent
140 cases at this stageReplied; more details needed.
Wants to review the options.
Details for issuance
120 cases at this stageGathering details.
Documents to validate.
Policy issued
60 cases at this stageAwaiting payment.
Awaiting confirmation.
Paid
240 cases at this stagePayment confirmed in this example.
After-sales follow-up.
Fictional demonstration: percentages and cards are examples, not real results, customers, or conversations.
Mockup of the platform Kanban report. Fictional percentages, cards, and conversations. The pills indicate progress between stages; each card appears once in its current stage.
Sales AI agent
How the AI agent sells, stage by stage.
It quotes, captures the data, answers the questions and issues the policy without leaving the conversation. On the right, what the customer sees at each stage.
Sales We quote policies
PDFCotizacion_2381_HD_2020.pdf1 página · PDFAquí tienes tu cotización. ¿Continuamos con la emisión de tu póliza?
The quote, delivered in the conversation.
Sí, quiero continuar.
Para continuar necesito:
— Su nombre completo
— Fecha de nacimiento (DD/MM/AAAA)
— Género (M/F)
— Número de INE (10 dígitos, opcional)
— Su nombre completo
— Fecha de nacimiento (DD/MM/AAAA)
— Género (M/F)
— Número de INE (10 dígitos, opcional)
Data capture for issuing.
¿el deducible de daños materiales es 25%?
Sí, Juan. En tu cotización 2381, la cobertura de Daños Materiales lleva un deducible del 25 % sobre el valor del vehículo.
It answers with the figure from that quote, not a generic one.
Leí tu tarjeta de circulación:
· Placas: MXA-12-34
· NIV: 3G1TC5CF0LL000000
¿Es correcto?
· Placas: MXA-12-34
· NIV: 3G1TC5CF0LL000000
¿Es correcto?
sí
¡Listo, Juan! 🎉 Tu póliza fue emitida exitosamente.
Reading the vehicle registration and issuing.
Control dashboard
The AI agent leads the conversation, your human team steps in whenever it wants
The AI agent leads the conversation. At any point, someone on your team can take it over to push the sale or resolve what only a person can resolve, and hand it back to the AI agent.
-
Your team takes it
Adela steps into the thread that already exists. She does not start a new conversation or ask the customer to repeat anything.
-
She resolves the case
From the same panel, with the suggested messages at hand. The customer sees her name, not a different account.
-
And releases it
The conversation goes back to the AI agent, which picks up where the person left off.
CHEVROLET 200917:56
¿qué le pareció el descuento?, ¿le gustaría qu…
WaitingMontserrat · taken 16 min ago
MITSUBISHI 201815:00
No reply yet
WaitingFree
HYUNDAI 202612:41
Hola, sigo pendiente de sus datos, ¿le gustaría…
AbandonedFree
NISSAN 202312:02
Hable con uds por telefono para comentarles mi caso…
Waiting
Free
Adela · taken less than 1 min ago
NISSAN 2023227 ••• 8755
Take conversation
Release conversation
Hable con uds por telefono para comentarles mi caso en particular sobre la renovación de mi póliza.12:02
No reply from the team yet.
Adela took the conversation
Adela · RenovacionesHola Juan Carlos, soy Adela del equipo especial de renovaciones. Voy a revisar tu caso y regreso a la brevedad.12:03
Adela · RenovacionesListo Juan Carlos, tu renovación quedó desbloqueada y ya puedes disfrutar de tu poliza con tranquilidad.12:07
Adela released the conversation. The AI agent picks the thread back up
Muchas gracias de verdad fue de mucha ayuda!12:08
Agente IADe qué Juan Carlos estamos para servirte.12:08
Take this conversation in order to reply.
Type your message… (“/” for quick replies)
Send messageSuggested messages
Interest-free months reminder¡Hola! 🙂 Solo para recordarte: tu cotización la puedes pagar a meses sin…
Preferential price + ask for name¡Hola! 🙂 Solo para recordarte: tu cotización hoy tiene un precio preferencial si l…
General check-in¡Hola! 🙂 ¿que te parece la cotización? ¿Quieres conocer otras opciones o modalidades…
Collections AI agent
It gets ahead of non-payment. It does not chase it afterwards.
The receipt has a date, so the reminder has one too. The AI agent writes before it falls due, delivers the payment link in the same conversation and stops pressing as soon as the receipt is paid.
The seven reminders
- After issuing
- The day it is issued
- One day later
- Two days later
- Before it falls due
- Seven days before
- Two days before
- One day before
- The due date
Each milestone is switched on or off separately, and they all go out at nine in the morning. If the customer asks to stop receiving them, they stop.
Hola Juan, tu recibo de la póliza vence el 21 de septiembre. Aquí tienes tu liga de pago para que tu cobertura siga vigente, sin interrupciones.pago.seguroauto-tumarca.com/r/0412-8837
Renewals AI agent
Renewal starts before the policy expires.
A policy that expires with no one warning is a policy lost. The AI agent spots the expiry, prepares the quote with the data it already has and puts it in front of the customer before they are left without coverage.
How the renewal arrives
- Spots the policy about to expire
- Pulls up the car, the coverage and the history
- Prepares the renewal quote
- Writes to the customer with the proposal
- If they reply, it carries on to issuing
The customer does not have to look anything up or give their details again: the conversation arrives with the renewal already done.
Hola Juan, tu póliza POL-•••• vence el 14 de noviembre.
Te preparé la renovación con el mismo auto y la misma cobertura. ¿La revisamos?
Te preparé la renovación con el mismo auto y la misma cobertura. ¿La revisamos?
sí, mándamela
PDFRenovacion_POL-••••.pdf1 página · PDFAquí la tienes. Si todo está bien, la emitimos y tu cobertura sigue sin interrupción.
Win-back AI agent
The book you already lost can be sold too.
Customers who cancelled for non-payment or whose term ran out. The AI agent quotes them again with what you already know about them and writes to them, one by one, in a campaign your team launches and measures.
One campaign, end to end
- It is built
- Filter by account and dates
- Pick from the eligible candidates
- Give it a name and a discount program
- It is measured
- Selected and pending
- Sent and who replied
- Who quoted and who paid
The campaign is started, paused and resumed from the platform. Each customer receives a single attempt.
Hola Juan, tu póliza terminada en •••• se canceló en agosto.
Volví a cotizar tu auto con la misma cobertura y queda por debajo de lo que pagabas antes. ¿Quieres que te la mande?
Volví a cotizar tu auto con la misma cobertura y queda por debajo de lo que pagabas antes. ¿Quieres que te la mande?
a ver, mándala
Policyholder Service AI agent
The same old questions, answered on the spot.
How far it covers, when it expires, what deductible it carries, where the PDF is. These are the questions that fill your team's phone, and the AI agent answers them by reading that customer's policy, not a generic brochure.
What it resolves without going through a person
- What the policy covers and up to how much
- When it expires and how long is left
- Which deductible applies to each coverage
- Resend the policy documents
- Where to report a claim
When the question goes beyond that, the conversation passes to your team with the full context, and comes back to the AI agent once it is resolved.
hasta dónde me cubre la póliza?
Tu cobertura amplia incluye daños materiales, robo total, responsabilidad civil y gastos médicos de ocupantes.
El deducible de daños materiales es del 5%.
El deducible de daños materiales es del 5%.
y cuándo se me vence?
El 14 de noviembre. Te aviso antes para que no se te pase.
Invoicing AI agent
The invoice, without anyone asking twice.
Today the tax details are gathered in the sales conversation and travel with the issuing. The Invoicing AI agent closes the loop: it generates each policy's invoice with those details and delivers it through the same channel, under the carrier's rules.
What it will do
- Gather the tax details in the conversation
- Generate each policy's invoice
- Deliver it through the same channel, without asking twice
- Reissue it when the customer needs it again
This piece is yet to be built. What already works today is capturing the tax details during the sale.
Reconciliation AI agent
Every receipt, with its real status.
The AI agent pulls the policies and their receipts, matches them against the payments that came in and leaves every installment with a status you can defend: paid, pending, or with the discrepancy flagged and its evidence.
Illustrative data
The six installment statuses are the system's own, not a simplification.
Receipts by policy
| Policy | Installment | Charge | Status |
|---|---|---|---|
| POL-•••• | 1 of 12 | Oct 05 | Paid |
| POL-•••• | 2 of 12 | Nov 05 | Pending |
| POL-•••• | 3 of 12 | Oct 05 | Declined attempts only |
| POL-•••• | 1 of 4 | Sep 12 | Promise to pay |
| POL-•••• | 4 of 12 | Aug 05 | Needs review |
And above it, the policy
- Settlement status
- No confirmed payments
- Partially paid
- Settled
- Policy status
- Active
- Cancelled
- In dispute
When a payment does not match any receipt, the case is flagged with its evidence instead of disappearing into a spreadsheet.
Sales Analytics AI agent
Which campaign brings business, and which only brings noise.
Counting leads is not enough. The AI agent matches what you spend against what ends up as a paid policy, channel by channel, so you know where to put the next peso.
Campaign performance
Spend$184,300in the period
Leads1,248$148 per lead
Policies164$1,124 per policy
Conversion13.1%from lead to policy
Spend by channel
Search$92,400
Social$57,200
Video$25,900
Other$8,800
And the funnel, step by step
- Lead created
- Quote generated
- Replied to the bot
- Issuing details
- Policy issued
- Policy paid
The six stages are those of the platform's real funnel. At each one you can see how many drop off, which is what tells you where the problem is.
Quality Assurance AI agent
It warns you when something breaks, without you having to look.
An inbox ordered by whoever has been waiting longest, the status of every service the operation depends on, and an alert when the AI agent stops replying. Your team steps in where it is needed, not where it happens to be looking.
Conversations
The AI agent is not replying: take over.
Customer ••• 8755Waiting for 12 min
WaitingCustomer ••• 4120Taken by Mariana L.
TakenCustomer ••• 9034No reply from the customer
AbandonedCustomer ••• 2277The AI agent is handling it
FreeAnd the health of what sits underneath
- Each integration
- Up
- Slow
- Down
- Unverifiable
- Each case
- OK
- Recovered
- Technical error
An integration failing is not news. It failing and nobody noticing, is.
AI agents with direction
Every AI agent follows clear rules, owns the process and moves it forward.
With a defined goal and clear limits, it understands each case, takes the next step, and asks for help when needed.
It understands the context
It knows the quote, the alternatives, the data available and the exact point where each customer left off.
It executes actions
It looks up information, gathers data, triggers validations and requests operations from the connected systems.
It knows its limits
It escalates exceptions, sensitive requests and cases that need commercial judgment or human attention.
AI agents where intelligence is needed. Rules where there is no room to improvise.
InsurMind combines AI conversation and integrations with the carrier so that every action is useful, traceable and controllable.
Next step
Which process do you want to put in motion?
Let's start with one concrete journey. We design the AI agent, define its tools, set its limits and connect the actions it needs to execute.