Re-engage a quote request
Continue a request from a website, comparison platform or partner when the prospect stops answering calls.
Insurance
Insurers, brokers and mutuals
More completed quotes. Better prepared advice.
From collecting customer needs to policy applications, Alvio supports policyholders on WhatsApp. Your advisors stay in control of coverage reviews and recommendations.
Duty of adviceDemands and needsUnderwritingAnnual renewal
Your Brand
Your assistant on WhatsApp
Today
Assistant:
Hi Lea, you requested a home insurance quote. Is the property your main residence?
Customer:
Yes, it’s an apartment I’ve just bought.
Assistant:
Congratulations. What is the floor area, and do you need to cover any valuable items?
Customer:
62 m². Mainly photography equipment worth about €4,000.
Assistant:
Thank you. I’ll add that to your requirements. An advisor can review the coverage with you tomorrow at 11am or 2pm.
Customer:
Tomorrow at 2pm. I sometimes take the equipment on trips.
Assistant:
Booked for tomorrow at 2pm. The advisor will also check cover away from home before recommending a policy.
Appointment confirmed · Needs shared with the advisor
Industry use cases
From the first quote to the coverage review.
Collect needs and requirements
Prepare the advisor handoff with context, expected coverage, deductible and premium budget.
Complete an application
Identify missing information and supporting documents, then follow up without losing context.
Move a quote forward
Understand questions or blockers and involve the broker or advisor when expertise is required.
Prepare a renewal review
Check whether the policyholder’s situation and needs have changed before renewal.
Prepare a coverage review
Identify changes in circumstances, usage or business activity and flag the details the professional needs to review as part of their advisory duties.
Humans at the right time
AI prepares. Your team decides and advises.
The advisor receives the stated demands and needs, property details and points to review. They have the context to check coverage, deductibles and exclusions before making a recommendation.
Notification and routing to the right person
Handoff with the full context
Ability to take over at any time
What your team receives
Summary of the illustrated conversation
- Situation
- Owner-occupier · 62 m² apartment
- Stated need
- Check coverage for €4,000 of photography equipment
- Next action
- Coverage review with an advisor · Tomorrow at 2pm
All the context, without asking the customer to repeat themselves.
Integrations & compliance
Designed to fit your operational and regulatory requirements.
Designed to fit your operational and regulatory requirements: consent, traceability, ACPR, ORIAS and the Alvio Compliance Pact.
Alvio prepares and streamlines the advisory process. Recommendations and advice remain the responsibility of the authorized professional.
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Your industry. Your journeys. Your demo.
Choose one priority case, connect your systems and measure the value created with your teams.