WhatsApp customer support for insurance brokers and agencies
Quote requests, policy questions, claims updates and renewals on WhatsApp, with tickets, audit trails and GDPR tooling behind them.
Why insurance teams are adding WhatsApp
Customers increasingly prefer to send a photo of a document or ask about a renewal in a message rather than wait for a call back. For brokers and agencies, that is a chance to respond faster, as long as conversations are tracked, owned and handled carefully.
Resolvenyx puts WhatsApp on a shared inbox with ticketing, internal notes, assignment and an audit trail, so a claims question or a quote request is an owned piece of work, not a message on someone’s phone.
What this looks like day to day
Typical insurance conversations and how they are tracked.
Quote requests
Label and route enquiries to the right adviser, and use quick replies to collect the details you need.
Labels and context →Policy and cover questions
An AI agent limited to your approved knowledge base answers routine questions and escalates the rest.
AI customer service agent →Claims updates
Turn each claim conversation into a ticket with a priority, owner, notes and due dates.
Ticketing →Renewal reminders
Opted-in customers receive approved renewal reminders, with replies landing in the shared inbox.
WhatsApp campaigns →Consent and data requests
Consent capture, data export and erasure, retention schedules and an audit trail.
GDPR & privacy →Advisor appointments
Let customers book a call or meeting with an adviser inside the chat.
AI appointment booking →Frequently asked questions
Is WhatsApp allowed for insurance customer communication?
That depends on your regulator, your firm’s policies and what you communicate. Check record-keeping and marketing rules with your compliance team before you start. Resolvenyx provides tooling (audit trail, consent, retention) but does not replace that advice.
Does Resolvenyx have financial-services certifications?
Resolvenyx ships with GDPR tooling built in. We do not claim sector-specific certifications on this page, so review our GDPR page and your own requirements.
Can we keep a record of every conversation?
Conversations are stored in the platform, and actions such as assignment, notes and status changes are logged in the audit trail.
Can an AI agent give policy advice?
You control what an agent can say by restricting it to an approved knowledge base and setting escalation triggers. Many firms keep advice and anything regulated with a human. See how to build a knowledge base.
What does it cost?
From £39 a month, with SLA policies from Growth (£79 a month). Every plan includes a 7-day free trial, no credit card required.
Handle policy conversations with a proper audit trail
7-day free trial, no credit card required. Live within a day.