AI assistant for insurance agencies and brokers.
Clients ask about car, home and travel insurance, renewals and claims, often outside office hours. Solwees answers from your knowledge base, collects the details an agent needs for a quote and passes the request to the right agent in your CRM. Claims and questions about a particular policy go to a person.
Lead in CRM: car insurance, Golf 2021, driver 34, full cover
A driver asks for car insurance: Solwees collects the car, the driver and the cover wanted and passes the request to the agent, who sends the quotes.
What Solwees does for an insurance agency
Most enquiries need the same details before an agent can quote. Solwees collects them in the first conversation.
Questions about cover
Which policies you offer, what they cover and which documents are needed, from your knowledge base.
Details for a quote
The car, the home or the trip, the drivers and the dates are collected with the questions you set.
Claims to a person
A message about an accident or a claim goes to your team at once with a note, and the client is told who will answer.
Renewals
Clients whose policy is due for renewal get a message through a client group and a broadcast in the Marketing module.
amoCRM / KommoNew requestWhat the agent receives
Car, full cover
VW Golf, 2021
- Driver
- 34, 8 years without claims
- Channel
- Website chat
What clients write
Messages like these come in every day. Solwees answers them from your price list, your free times and your knowledge base, and passes the rest to your team.
- How much is car insurance for a Golf?
- Do you do home insurance?
- My policy ends next month
- I had an accident, what do I do?
- Can I add a second driver?
- Does travel insurance cover skiing?
- Which documents do you need?
- Can someone call me back?
How to start
Connect your CRM
The CRM built into Solwees, Bitrix24 or amoCRM / Kommo: each lead lands there as a deal.
Connect your channels
WhatsApp, Instagram, Telegram, the website chat and your phone number, each connected in a few minutes.
Describe your offer
Your services, packages and prices, and the questions a manager answers, go into the knowledge base.
Works with the system you already use
Every lead lands as a deal in the CRM built into Solwees, or in Bitrix24 or amoCRM, with the conversation and a short summary.
Good to know
- Solwees does not quote premiums or advise on cover; your agent does.
- A claim or a question about a particular policy goes to a person.
- Leads land in the CRM built into Solwees, Bitrix24 or amoCRM.
- Chats on one channel work from the Start plan, every channel from Solo. Calls are included in Studio with 100 minutes a month; on Solo they run on minute packs. Broadcasts and retention programs are in the Marketing module, deals in the CRM module.
Questions about the AI assistant for insurance agencies and brokers
Can an AI assistant take insurance quote requests?
Yes. Solwees collects the details your agents need for a quote and passes the request to an agent in your CRM. The quote itself comes from the agent.
What does Solwees do with claims?
It does not handle them. A message about an accident or a claim goes to your team at once with a note, and the client is told who will answer.
Does Solwees answer calls and chats?
Yes. Calls on your number, WhatsApp, the website chat, Instagram and email arrive in one inbox, and Solwees answers in each.
Which CRMs does Solwees work with?
The CRM built into Solwees, Bitrix24 and amoCRM / Kommo. Each request lands as a deal with the conversation and a short summary.
Can Solwees remind clients about renewals?
Yes, with a client group and a broadcast in the Marketing module; the timing and the text are yours.
How much does the AI assistant for insurance agencies and brokers cost?
Start at €49 a month answers chats on one channel, Solo at €99 answers chats on every channel, and Studio at €249 adds 100 call minutes a month. Modules add to a plan: CRM €19, Marketing €19 and Marketing with AI €39 a month. Prices as of October 2026, with a free 7-day trial without a card.
More in this group
All industriesLet Solwees answer your insurance enquiries
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