WhatsApp agent for insurance brokersThe AI front office for insurance brokers,
on WhatsApp
Logs quote requests, lists the documents clients need from your guide and passes claims to your claims line.
Give it your checklists, your sheets and your rules
QX connects to over 1,000 apps, so it runs on the tools you already use.
Your checklists and guides
Upload your quote checklist, broker guide and claims guide. It reads your website too.
- Quote checklist.docxWord document
- Broker guide 2026.pdfPDF
- Claims guide.docxWord document
- thornburyinsurance.co.ukWebsite
Where the work goes
Choose exactly what it can do, one app and one job at a time.
- Log quotes and documentsGoogle Sheets
- Share the claim formGoogle Forms
- Save new clientsHubSpot
- Email callbacksOutlook
What comes to you
Decide which messages need a person, and what the client is told.
- A new claim or an accidentShare the claims line
- Unsure which cover to chooseLog a callback
- A renewal price that has gone upTake the details for a requote
- Chasing an open claimLog a callback for your claims team
Illustrative agents for brokers, on WhatsApp
Explore examples of agents handling different types of customer requests. Select one to see the conversation.
How AI agents help insurance brokers
Clients get answers and their quote request logged in one chat.
Without an agent
- Asking each new client for turnover, staff and start dates
- Typing out the landlord document list for every new policy
- Evening replies to renewal questions from drivers and shop owners
- Adding new clients to HubSpot at the end of the week
With QX
- Quote details from your checklist logged in Google Sheets
- Document lists from your guide, noted on the policies sheet
- Renewal questions answered at 9pm, with every thread in QX
- New clients saved in HubSpot with their renewal date
Spend more of your week comparing quotes
Your AI agent answers your clients on WhatsApp all week, so your time goes on the quotes and renewals in front of you.
Quote requests with every detail
It asks for the address, turnover, staff and start date on your quote checklist, then logs the request in your quotes sheet, ready for you to compare insurers.
Document lists from your guide
A tenancy agreement for a landlord, proof of no claims for a driver. Clients see what each policy needs from your broker guide, and the list is noted on the policies sheet.
Renewals from other insurers
When a driver or shop owner asks about a renewal elsewhere, it takes the date and details and saves them to your CRM, such as HubSpot, so you quote in good time.
Claims go to your claims line
It shares your 24 hour claims line straight away and logs a callback for Priya with the policy number, so the client hears from her the next morning.
Cover questions come to you
When a client asks which policy to choose or how much cover they need, it logs a callback, so every recommendation comes from you.
Sunday enquiries logged for Monday
On a Sunday or at 9pm, it answers questions about documents and renewals and logs new quote requests, so Monday starts with them waiting in the sheet.
FAQs
See it working for other businesses
Answer your next quote request in seconds
Free to start. Upload your quote checklist, connect your sheets and let QX take the next message.