At AI Automated Solutions, we help insurance companies streamline operations, enhance customer relationships, and increase profitability through AI-driven automation. Whether you're focused on life, health, auto, or property insurance, our solutions are designed to simplify processes and engage clients more effectively.
Automate client management, sales pipelines and customer communication across your book of business — while your advisors focus on high-value work.
Streamline client onboarding, policy renewals, and claims management with automated workflows, freeing up valuable time for your team. Let our AI-driven CRM track each client’s journey and send automated updates on policy changes, renewal reminders, and claim status.
Create seamless sales processes tailored to your life, health, auto or property offerings. Automate lead nurturing, quote generation, and policy sales so your agents can focus on high-value tasks. Our system tracks every interaction — from first enquiry to policy issuance.
Use AI-powered CRM tools to track client preferences, policy and claim history, and feedback. Turn that data into personalised outreach and proactive follow-ups that increase retention and loyalty across your book.
Reduce manual tasks and improve response times with intelligent automation across policy, claims and servicing journeys.
As your insurance business grows, our solutions scale with you, keeping operations seamless and predictable.
Improve satisfaction by delivering fast, accurate responses through AI-powered communication tools that feel human and helpful.
From first quote to claim follow-up, automate the repetitive steps and keep every policyholder journey on track.
Capture client details, KYC documents and consent in one guided flow, then sync everything into your CRM and policy admin tools.
Automate quote generation, follow-ups and documentation so advisors spend more time advising and less time chasing paperwork.
Trigger renewal reminders, cross-sell campaigns and benefit explanations across life, health, auto and property portfolios.
Use WhatsApp, email and voice automations to keep clients informed about policy changes, claim updates and new benefits.
Guide clients through claims intake, gather the right documents and route cases to the right teams with clear audit trails.
Give your brokers and call centre agents AI-powered tools that surface the next best action for every client interaction.
Streamline new business, underwriting communication and beneficiary updates.
Automate member onboarding, benefit explanations and pre-auth follow-ups.
Quote, policy changes and claims intake journeys that run across WhatsApp and web.
Manage inspections, renewals and incident reporting with clear communication.
Give advisers a single view of clients, tasks and next best actions across their book.
Use AI-assisted replies and scripts to improve handle times and consistency.
Choose a clear goal — more policies, better retention, or faster claims. Define success and guardrails with your team.
Plug in WhatsApp, email, voice and your CRM / policy admin tools. Map your current processes from enquiry to claim.
Build automated journeys for onboarding, quotes, renewals and claims. Test with your advisors and refine messaging.
Run a 2–4 week pilot, measure impact, then roll out to more products, branches or call centre teams.
Straight answers on automation, compliance and how we support your insurance teams.
No. Our goal is to streamline manual tasks so your advisors can focus on advice, complex cases and relationships — while AI handles reminders, updates and routing.
We integrate with your CRM, policy administration, call centre and communication tools where possible, so you don’t have to rip and replace.
We start with a focused pilot — often one product line or a specific journey like renewals or claims — and expand once you see measurable impact.
No. Our automations work for growing brokerages, niche life insurers and larger enterprises — and scale as you do.
Every flow is designed with consent, opt-out and retention in mind. We help you set clear rules and keep audit-ready logs across journeys.
Most teams see improvements in response times and pipeline visibility within the first month of a pilot, with further gains as journeys expand.
Get in touch to schedule a demo and see how AI Automated Solutions can help you streamline client management, sales and claims.
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Get in touch to schedule a demo and see how AI Automated Solutions can help you.
AI-powered growth for South African businesses. WhatsApp automation, AI chatbots, and marketing that converts — all in one system.