AI for Insurance Agents, Built on Claude
Reply in your brand voice, answer every call, file claims from a photo, and let policyholders self-serve "Am I covered?". Five shipping AI capabilities, one platform, no per-token bills.
Live in an afternoon · GDPR-compliant by design · 14-day free trial
Your team is drowning. AI handles the 60% that repeats.
Insurance still runs on conversations. The problem is volume. A producer juggles 80 inbound messages a day, a phone that rings during lunch, claims documents that arrive as photos, and a renewal book nobody has time to call. Manual scaling means one thing, hiring more people, and that meter is still running.
40% of inbound leads never get a reply in time.
AI drafts a reply in your voice within minutes, on every channel, day or night.
Renewals churn silently because no one followed up at 90, 60, or 30 days.
Automated cadence and AI-aware reminders touch every renewal, every time.
Claims take days because somebody has to retype receipts and prescriptions.
A photo arrives, Claude vision parses it, the claim record fills in seconds.
Five AI tools for insurance agents your team uses every Monday.
These are not slideware promises. Every capability below is shipping today and visible inside the WinGrow product.
AI Reply Generation
Claude Opus 4.6 reads your past sent emails, learns your tone, and drafts on-brand replies your team approves with one click. A rules engine respects your always, never, prefer, and avoid instructions. Sentiment tagging routes upset customers to a senior agent. Smart follow-up detection flags missing fields before you send.
Voice AI
Inbound and outbound calls handled by a Claude-powered voice agent on the LiveKit, Retell AI, and Vonage SIP stack. Configurable personality, consent scripts, and escalation rules. Every call ends with a transcript, sentiment timeline, and cost per call. SIP trunks for high-volume agencies.
Smart Claims OCR
Customers send a photo of a receipt, prescription, invoice, or referral. Claude Sonnet 4 vision extracts provider, diagnosis, line items, totals, dates, and currency. The claim record fills itself.
Omnichannel AI Inbox
WhatsApp, Telegram, Gmail, Facebook, and web chat in one conversation view. Every inbound message gets auto-classified into 12 categories with a confidence score. Sentiment-based routing pushes complaints to the right human in seconds.
"Am I Covered?" RAG Chatbot
A retrieval-augmented chatbot that combines your indexed policy PDFs with each customer's actual active plan. Vector search finds the right clause. Intent classification routes coverage lookups, eligibility checks, and claim questions to the right workflow. Customers self-serve, your CSRs handle revenue.
Three roles, one AI operating system.
AI for insurance brokers, agency owners, and producers shows up differently in each daily workflow. Here is what shifts.
19:14 missed call from a renewal client. By 09:00 the next day she has signed elsewhere.
Voice AI answers, qualifies, books a callback at 09:30, and writes a summary into the CRM.
Lead saved, producer keeps the revenue, owner sleeps.
A claims handler retypes a four-page medical receipt into the form. Five claims a day, ninety minutes of typing.
The customer sends the photo on WhatsApp. Claude Sonnet 4 vision returns provider, diagnosis, line items, and totals. The claim record is reviewable in 8 seconds.
7.5 hours a week recovered, fewer typos, faster carrier handoff.
A lead is on WhatsApp, the same customer emails the office, and a third channel adds Facebook. Threads scatter, follow-ups disappear.
Inbox merges all three into one timeline. AI drafts the next reply in your voice. You click send.
3.2x more replies per producer per day.
Connect your channels. Choose your AI model. Keep control of your data.
Pick the model that matches your agency's compliance and budget profile. Switch on a per-workflow basis. The platform abstracts the provider so you never get vendor-locked.
GDPR-compliant by design · regional data residency available · SOC 2 audit in progress · role-based access control with audit logs on every AI action · human-in-the-loop on sensitive replies and claim approvals.
Priced per agency. AI included. No per-token billing.
Three tiers. Pick the one that matches your channel mix and call volume. Upgrade or downgrade at any time.
- ✓Up to 3 channels
- ✓500 AI replies / month
- ✓150 voice minutes
- ✓5 team members
- ✓Unlimited channels
- ✓15,000 AI replies / month
- ✓2,000 voice minutes + SIP
- ✓Smart Claims · 500 docs/mo
- ✓Unlimited team members
- ✓Priority support
- ✓Everything in Growth
- ✓Custom AI fine-tuning
- ✓SSO · Audit · SLAs
- ✓On-premise deploy option
Live in an afternoon, not six months.
Connect your channels
One-click OAuth for WhatsApp, Gmail, Telegram, and Facebook. SIP setup for phone numbers.
10 minutesTrain the AI on your style
Upload past sent emails. Define your always, never, prefer, and avoid rules. The AI matches your tone before it goes live.
30 minutesGo live
AI handles tier-1 conversations. Your team approves drafts and handles exceptions. The dashboard fills with replies, calls, and claims.
TodayQuestions we hear most often.
Will AI replace insurance agents?+
No. WinGrow automates the 60% of agency work that repeats: drafting replies, classifying inbound messages, parsing claim documents, and answering 'am I covered' questions. Producers spend more time on the 40% that closes business.
Does the AI send messages without my approval?+
Not unless you turn that on. The default is human-in-the-loop: AI drafts, your agent reviews and clicks send. You can promote specific message types to fully automated once you trust them.
How does the AI learn our brand voice?+
We index your past sent emails. Claude reads tone, vocabulary, greetings, and closings. You then define rules in plain English (always, never, prefer, avoid). Drafts respect both signals.
Is our customer data used to train AI models?+
No. WinGrow does not train any model on your customer data. Conversations and policy documents are stored in your tenant, encrypted at rest and in transit, and deleted on request.
What happens when the AI gets something wrong?+
Every AI action is logged with a confidence score. Low-confidence outputs (Claims OCR fields below threshold, ambiguous classifications) are flagged for human review. You can correct any AI output in one click, and the correction feeds the rules engine.
Can we use our existing phone numbers?+
Yes. Vonage SIP trunks port your existing numbers. You keep your CallerID, your team keeps the same desk phones, and the Voice AI sits in front when you choose.
Is this just a ChatGPT wrapper?+
No. WinGrow runs Claude Opus 4.6 for messaging and replies, Claude Sonnet 4 vision for claims OCR, LiveKit and Retell AI for voice agents, and a RAG layer over your own policy documents. You can also route specific workflows to GPT-4o, Gemini, or Perplexity if your agency prefers a different provider.
Is the AI included in the price, or charged separately?+
Included. Every tier ships with AI Reply, Voice AI, Smart Claims OCR, omnichannel routing, and the knowledge base. No per-token, per-call, or per-document upcharge inside your tier limits. Tiers are priced per agency, not per seat.
See AI run on your actual data.
20-minute demo. No pitch deck. We log into WinGrow with your channels, sample policies, and past emails, and you watch it work.