You are an insurance advisor.
Your team now includes agents.
An agent answers your WhatsApp, keeps your book of business in order, flags renewals before they lapse and files the claim report complete. You are still the one who advises.
Six things that eat your day and that you no longer have to do.
None of this replaces your judgement. It replaces the hours that go into entering data, typing the same thing again and remembering everything.
A WhatsApp that never sleeps
Your number answers questions, asks for the missing details and hands the conversation to you when advice is needed — with that client's history, not starting from zero.
Your book of business without spreadsheets
Every policyholder with their record, their policies and their history. And every opportunity by stage, so you know what is left to close this week.
Renewals that do not slip
The agent watches expiry dates and reaches out ahead of time, over WhatsApp or email. Renewal stops depending on you remembering.
Collections without chasing anyone
A reminder, a payment link and an alert when a direct debit bounces. Today that is thirty phone calls and two that get away.
Photos and PDFs that fill themselves in
ID, registration, the policy from the previous carrier. The agent reads the image or the PDF and fills in the fields instead of you typing them.
Claim reports complete on the first try
A form with a signature, photos and validation. It arrives ready to file, not with half the fields empty and three voice notes attached.
What you never had the time to set up.
It comes included. Not another vendor, another invoice and another password to remember.
A site of your own
Ask for the site and it is published, on your domain and with your brand. With a contact form that lands straight in your book.
Your policy wordings, answerable
Upload the wordings, the rate tables and the manuals. Then ask in plain language instead of opening seven PDFs.
Email on your own domain
A professional mailbox on your own domain, not a personal Gmail with your surname and four digits.
Proposals and comparisons
The agent builds the document with the tables and leaves it editable for you to send.
The same work you already do, without the tedious parts.
| Your operation | Today | With Napsix |
|---|---|---|
| After-hours enquiries | Answered tomorrow | Answered right away |
| Policyholder record | Your phone's contact list | A contact with history and policies |
| Renewal reminder | Your memory | The agent reaches out first |
| Failed payment | You find out when they call | Automatic alert and retry |
| Claim report | Loose voice notes and photos | A form with signature and attachments |
| Policy wordings | A folder full of PDFs | Asked and cited |
| How clients find you | A business card and an Instagram | A site and email on your domain |
An agent that acts on its own needs real brakes.
These are not promises in a prompt: they are in the code and they can be audited.
You approve what matters
Every agent has an approval policy. Sensitive operations wait for your confirmation, and destructive ones always ask — with no way to override it.
Everything it did is on the record
Every tool it used, with what inputs, how long it took and whether it succeeded. You can review the whole run afterwards.
It has a ceiling
An agent cannot chain steps or tool calls forever: there are caps per run. If something goes off course, it stops.
You start without a card
There is a free plan with a floor of always-on models, so the service does not go down on you when a credit runs out.
You have thousands of advisors. You can hand them this, with your brand.
A single Argentine carrier distributes through more than 7,200 advisors. What decides your growth is who owns the tool they work in every day.
- The policyholder portal, the forms, the chat and the emails all carry your brand, on your domain.
- If you have APIs, your catalogue becomes tools the agent can use, with a risk level per operation.
- Mandatory human approval on anything that writes or changes data.
- An exportable audit trail of every execution.
What people ask before they start.
Does my carrier need to be integrated?
Does it replace the advisor?
I work with several carriers. Does it still work?
Can I use my own WhatsApp number?
What does it cost?
What happens to my policyholders' data?
Your next renewal should not depend on your memory.
Create your space and build the first agent in an afternoon. If it is not for you, you have paid nothing.
No card. Free plan with always-on models.
