When a leading UK financial claims company came to Agency AI, their team was drowning in claims processing. Thousands of eligible customers had expressed interest but never completed their claims. Manual phone calls went unanswered, paperwork sat incomplete, and people who qualified were slipping through the cracks.
With different advisors using different approaches and sheer volume overwhelming the team, eligible customers were waiting weeks or months just to progress their claims.
We built an intelligent WhatsApp AI workflow that could reach every eligible customer instantly, consistently, and at scale. Operating from a verified WhatsApp business account, the AI automatically contacted customers, collected required documentation, guided them through signing paperwork, and kept everything moving 24/7.
When customers wanted human support, the system asked for their preferred time and automatically booked confirmed appointments in advisors’ calendars. No more wasted calls to people who don’t answer.
The company processed more claims in days than they previously could in months. Thousands of customers were contacted within days, response rates soared, and conversions from interest to submitted claims multiplied.
The AI handled repetitive outreach, documentation gathering and appointment scheduling, freeing advisors to focus on conversations that truly needed their expertise. Every customer received faster service, more consistent communication, and a claims process that finally matched the urgency of their needs.
Tell us where your team loses the most time. We will tell you honestly whether AI pays there, what it takes to build, and what we have already delivered for businesses like yours.