Insurance & Brokers

Answer Every Insurance Client Instantly, on Any Channel

Vera.Support pulls every client conversation — website chat, WhatsApp, Instagram, email, social — into one shared inbox, with an AI assistant that knows your coverage details and hands off to a licensed broker the moment judgment is needed.

Plans from $7/month · Cancel anytime
The challenge

Sound familiar?

We know running an insurance agency or brokerage means clients reach you on their own schedule, never yours. A prospect messages on WhatsApp at 9 pm about coverage limits; a claimant emails Monday expecting a same-day status; a renewal reminder sits unread in a channel nobody watched. Every message you miss is a relationship — and a commission — quietly walking out the door.

Messages Scattered Across Five Apps

Clients message you on WhatsApp, an Instagram DM, Facebook, your website chat, and email — sometimes the same person on three of them. Your producers bounce between apps all day trying to keep up, threads slip through the cracks, and nobody sees a client's full history in one place. The same question gets answered twice while another sits ignored for hours.

After-Hours Questions Go Unanswered

'Am I covered for this?', 'What's my deductible?', 'How do I file a claim?' — these don't wait for office hours. When someone has a fender-bender at 11 pm or wants a quote on Sunday, they need an answer now. While your office is dark, they're messaging the agency down the street, and by Monday that lead is already someone else's policy.

Brokers Buried in Repeat Questions

Your licensed producers burn hours every day on the same basics: what a policy covers, when the premium is due, which documents are needed, how a claim works. That's time stolen from quoting complex risks, cross-selling, and keeping good clients close. Routine questions are eating the work that actually earns commission.

Clients Left Guessing on Claims

Feeling ignored during a claim is one of the fastest ways to lose a policyholder. When someone has to call, wait on hold, and still only hears 'it's being reviewed,' trust drains away. Without a simple way to share status, your team fields the same anxious 'any update?' calls over and over while the client wonders if anyone is even working their file.

No Shared View Across the Agency

Conversations hide inside individual email inboxes and personal phones, invisible to managers and teammates. When a producer is out sick or on vacation, nobody knows what was promised, where a renewal stands, or which signature is still missing. Those blind spots cost you renewals, referrals, and the occasional E&O headache.

Renewals Lost in the Shuffle

I can't keep up with renewal reminders across different channels. Some clients get missed, and I lose business because I forgot to follow up on time.

The solution

How Vera.Support helps you

One Inbox for Every Channel

Vera.Support unites website live chat, WhatsApp, Instagram, Facebook Messenger, Telegram, Viber, Slack, LINE, WeChat, Zalo, and Twitter/X in a single shared inbox. Every message is threaded by client with full history, so your team always knows what was said and by whom — no more app-switching, no more duplicated replies. This directly ends the scattered-channel chaos and the missed messages it causes.

AI Trained on Your Own Policies

Upload your coverage guides, FAQs, claims procedures, and product details, and Vera's AI — powered by OpenAI and Google — answers from that material 24/7 in dozens of languages. It replies only from content you approved, so it never invents coverage terms, and the moment a question needs a broker's judgment it hands off with the full conversation attached. After-hours leads get answered and routine questions stop landing on your producers.

Smart Routing by Department

Automations and smart routing send each inquiry to the right place — claims to claims handlers, renewals to account managers, new business to sales — while saved replies let agents clear common questions in seconds. Proactive pop-ups can surface a quote offer or coverage-review prompt to visitors browsing your site. The repeat-question load drops and nothing waits in the wrong queue.

Proactive Updates Instead of Hold Music

Use proactive chat and pop-ups to reach clients at the moments that matter — policy issued, claim received, document needed, renewal coming up. When people get clear updates before they have to ask, the flood of anxious 'any status?' calls dries up and confidence in your agency rises. It turns claim follow-ups from a chore into a reassurance.

Full Client Profiles, Full Team Visibility

Every contact builds a rich profile — conversation history, documents shared, agent notes, team roles — and managers see queue volumes, response times, and open tickets in the reports dashboard. When a producer is out, any teammate picks up the thread with full context and the client never repeats themselves. The agency finally has one shared record instead of scattered personal inboxes.

Automated Renewal Reminders

Vera automatically sends personalized renewal reminders via the client's preferred channel. Set it once, and never miss a follow-up again.

How it works

1

Connect Your Channels

Paste one snippet on your site for live chat, then link WhatsApp, Instagram, and any other channel your clients use in a few clicks — minutes, no developer needed.

2

Train the AI on Your Content

Upload your policy guides, FAQ pages, and claims procedures, and the AI starts answering client questions accurately from your own material that same day.

3

Brokers Take Over When It Counts

Complex coverage calls, claims disputes, and relationship-sensitive conversations route to the right producer instantly, with the whole thread already loaded.

Use cases

Built for how you work

  • After-hours AI answers coverage and deductible questions instantly
  • WhatsApp claim intake: client sends photos, bot acknowledges and routes to a handler
  • Renewal pop-up reminds website visitors before a policy lapses
  • New Instagram DM routed to the sales team with full chat history
  • Multilingual chatbot serves non-English policyholders without an interpreter
  • Manager reassigns open tickets when a producer is on leave
Get Started
Vera.Support · Insurance & Brokers
WhatsApp
Customer enquiry
AI replied
Instagram
DM question
AI replied
Web chat
Booking request
→ Team

And there’s more

Everything else you get with Vera.Support, included in every plan.

Native iOS & Android apps for producers on the move
Multilingual AI — serve clients in their own language
Embeddable help widget for any page or client portal
Reports on response times, volume, and team performance
Encrypted conversations with GDPR-friendly data controls
Free trial, no credit card, cancel anytime

Every channel, one inbox

Connect the apps your customers already use and answer everything from a single screen.

Frequently asked questions

How much does Vera.Support cost, and am I locked into a contract?
Plans start at $7 per month, and every plan includes every feature — shared inbox, AI chatbot, all channels, tickets, automations, reports, and the mobile apps. You only choose your message volume and number of agents, so a small brokerage pays for what it actually uses. There are no long-term contracts and you can cancel anytime, and you can start with a free trial without entering a card.
How long does setup take for an insurance agency?
Most agencies are live within an hour. Adding website chat is a single copy-paste snippet, and connecting WhatsApp, Facebook Messenger, Instagram, and other channels takes a few clicks each. Uploading your policy guides and FAQs to train the AI can be done the same afternoon — no IT team or developer required.
Will the AI give clients wrong or made-up coverage information?
No. Vera's AI answers only from the content you upload and approve — your policy documents, FAQs, and claims guides — so it does not invent coverage terms or deductibles. If a client asks something outside that material, it says it can't answer and offers to connect a licensed agent. You decide exactly what the AI is allowed to know.
Is client data secure? We handle sensitive personal and financial details.
Yes. Conversations are encrypted in transit and at rest, and the platform offers GDPR-friendly controls so you can manage data retention and client records in line with your compliance obligations. Access is governed by team roles, so you decide who can see which conversations and profiles. Sensitive client information stays behind role-based permissions, not in someone's personal phone.
Does this replace my licensed brokers and advisors?
No, and it isn't built to. The AI handles routine, informational questions so your producers can focus on advice, complex risks, and relationships that need professional judgment. Any conversation the AI starts hands off to a human instantly with full context, so a broker always owns the final word and the client relationship.
Can we connect WhatsApp? Our clients love it for quick questions.
Yes — WhatsApp is one of the 12+ channels Vera.Support supports natively. Once connected, WhatsApp messages land in the same shared inbox as website chat, Instagram DMs, email, and every other channel. Your team replies from one place while clients keep using whichever app they already prefer.
We serve clients in several languages. Can the AI handle that?
Yes. The AI detects and replies in dozens of languages using the content you've uploaded, so a non-English-speaking policyholder gets answered without an interpreter. If you have policy documents in multiple languages you can upload every version, and where nuance matters the AI can flag the conversation for a human agent.
We only have a basic website — can we still use Vera.Support?
Absolutely. The web chat widget drops onto any page no matter how it was built — WordPress, a static site, a landing page, or a client portal — with one snippet. And because Vera.Support also connects WhatsApp, Instagram, and other social channels, you can support clients entirely through those even if your website is minimal. The platform meets clients wherever they already are.

Ready to end the chaos?

Unify your messages, automate the repetitive questions, and turn conversations into revenue — starting today.

Get Started
Plans from $7/month · Cancel anytime