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Advisor managing insurance conversations from her phone

Transactional AI for the insurance industry

Quote, issue, collect, renew, and manage claims and assistance from the channels your policyholders already use.

Insurers and industry companies already running on Jelou

$200M+
Moved through financial operations.
650+
Active clients across 13 countries.
3.000+
Apps and connectors available.

Use cases

Insurance processes AI can run end to end

Pick a category and walk through each solution with its scope

Quoting & issuance

Quotes products and coverage, collects data and validates identity. Handles signature and payment to issue the policy inside the conversation.

Proactive renewal

Anticipates due dates, presents terms and updates data or beneficiaries. Completes signature and payment in the same flow.

Premium collection

Detects outstanding premiums and triggers collection sequences. Offers payment options and logs the transaction in the insurer's systems.

Cross-sell

Activates offers based on the policyholder's profile, history or moment. Connects each recommendation to the contracting process.

Express claim

Guides the claim report and validates the policyholder's identity. Collects photos, videos and documents, opens the case file and lets them track it through to resolution.

Policyholder support

Resolves questions about coverage and policies. Delivers documents, updates data, manages claims and lets policyholders check open requests.

Claims tracking

From first report to case resolution

The agent validates the policyholder and their coverage, gathers evidence, coordinates assistance,
and keeps the process updated with the insurer.

  1. The right answer, from the start

    The agent validates identity and gathers all the information needed to coordinate assistance.

    Keywords

    Identity · Policy · Location · Photos · Documents

  2. Assistance underway, no back-and-forth

    Confirms coverage, opens the case, and automatically coordinates assistance.

    Keywords

    Insurance core · Assistance · Providers · Automation · Traceability

  3. Always in the loop, until the end

    Keeps the policyholder updated during assistance and reports the case status and any news.

    Keywords

    Case status · Notifications · Updates · Human-in-the-loop

+USD 6.5K in effective sales in the first three months

Pacífico Seguros moved the quoting and purchase of its travel and mandatory auto insurance to WhatsApp.

That's how it cut the friction from a process that could take up to three days: with Jelou, the insurer automated
the journey and now manages everything in real time, with traceability and activations in minutes.

+20%
in conversion rate
+USD 6.5K
in effective sales
in the first three months
+100
new customers
Jelou

Let's talk about your operation

Tell us which process you want to digitize and book a meeting with our sales team.

Want to discover where AI can transform your insurance operation?

Tell us about your systems, teams, and compliance requirements. We'll help you identify a practical first implementation.

Explore your first use case