Insurance, automated lead generation
Lead generation, competitor monitoring, claims processing, WhatsApp support.
Lead generation, competitor monitoring, claims processing, customer support. Insurance industry example.
Case study
An insurance broker wants to automate lead generation, policy monitoring, and client communication.
What works right now
- WhatsApp client communication
- Competitor premium monitoring
- Lead generation (businesses needing insurance)
| Need | Can we? | How | Credits | Status |
|---|---|---|---|---|
| Lead generation (new businesses) | Yes | Google Maps + LinkedIn + extraction | 5 | Already works |
| WhatsApp policy reminders | Yes | WhatsApp send + scheduling | 16/mo | Already works |
| Competitor premium monitoring | Yes | Recurring Monitoring + browser | 8/mo | Already works |
| Email policy monitoring | Yes | IMAP + AI classification | 12/mo | Already works |
| Client renewal automation | Yes | WhatsApp send + HIT approval | 5/mo | Already works |
| Claim document extraction | Yes | Browser extraction + AI + Brain | 8/mo | Already works |
| Lead enrichment (company, contact) | Yes | LinkedIn + Google + extraction | 5 | Already works |
| Insurance platform sync (AFAS, Visma) | Roadmap | Needs insurance API connector | — | Roadmap |
| Market analysis reports | Yes | Brain/RAG + Knowledge + Visualization | 24/mo | Already works |
| Identity matching (client, policy, email) | Yes | Identity matching + Brain | 16/mo | Already works |
| Total | ~99/mo | €179/mo | ||
Mission examples
Lead generation
"Find companies in Netherlands that need business insurance." → LinkedIn + Google + extraction.
Competitor monitoring
"Monitor competitor insurance websites for new products and pricing changes." → recurring scan + Brain.
Claims processing
"Extract claim data from emails and forms, classify by type, route to correct team." → email + AI + Brain.
WhatsApp customer support
"Auto-reply to WhatsApp questions about policies, claims, and coverage." → WhatsApp + AI + HIT.
What is not built yet
Direct insurance platform sync (AFAS, Visma, AFD) is not built. Lead generation, policy reminders, and document extraction work. Insurance API connector can be added.
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