iAgente Success Story
iAgente: insurance agents reduce administrative tasks by 60% with WhatsApp and Agentic AI
Insurance issuance and quotes
Client: iAgente
Industry: Insurtech – WhatsApp‑first platform for insurance agents
Country: Spain (international reach)
Partner: SAGITAZ
Project Start Date: December 2024
iAgente: Conversational automation in insurance distribution
iAgente is not your typical company that simply “adds a bot” to WhatsApp. It’s a startup designed from day one with a WhatsApp-first vision, powered by WOZTELL’s technology, enabling centralized and scalable management of insurance distribution operations.
On this foundation, the company integrated Agentic AI —an artificial intelligence that collaborates with the agent and enhances their sales capabilities— to optimize every step of the distribution process.
Beyond centralizing operations, this combination of WOZTELL + Agentic AI turns WhatsApp into a strategic channel that integrates multiple insurance lines, automates key processes, and delivers personalized interactions at scale.
With this approach, iAgente has drastically reduced response times, increased agent productivity from the first message, and significantly improved the customer experience.
Growing a 100% WhatsApp-based business
1. Real-time conversation management without losing the personal touch
WhatsApp enables real-time communication, but managing it without the right tool is challenging. With WOZTELL, implemented by strategic partner SAGITAZ, a multi-agent solution was deployed that:
- Responds to clients with the agent’s personal style
- Organizes and prioritizes conversations
Integrated automation with Zoho CRM adds speed, accelerates responses, and frees up time for higher-value tasks.
2. Automation without losing the human touch
Automating administrative tasks without sacrificing customer interaction was another challenge. Thanks to Agentic AI, iAgente gave superpowers to its agents so they could focus on sales and personalized service, while AI handled the admin work.
3. Deep integration
Another challenge was integrating their platform with insurance APIs, CRM systems, and reporting tools to centralize and automate operations.
4. Scalability without increasing headcount
“Our mission is to give superpowers to insurance agents: give them back the time they currently lose to administrative tasks so they can focus on what really matters — their customer relationships. With WOZTELL and SAGITAZ we found the missing piece to give our agentic AI total control, all within WhatsApp.”
The Agentic AI solution: scaling without friction
iAgente needed a solution that could centralize operations for hundreds of agents and dozens of insurers, without sacrificing agility or personalized service. With WOZTELL, they deployed:
- A single point of contact for agents, prospects, and clients — enabling unified and optimized communication through WhatsApp
- An AI developed specifically for insurance agents, with contextual memory per client, enabling conversational automation through text, voice, and images
- End-to-end coverage: the platform manages everything from prospecting to policy issuance, claims handling, and personalized assistance
- Guaranteed scalability: the same infrastructure supports from 50 to 5000 active agents with no loss of efficiency or agility
- Integration with Zoho CRM and analytics: advanced tools for segmentation by insurance line, KPI tracking, and real-time dashboards
Results: WhatsApp as the agent’s office
- 65% less time to issue a policy
Average policy issuance time was reduced from 2–3 days to just 1 minute, significantly improving operational efficiency. - Claims processed in under 5 minutes
Claims management —which typically requires heavy admin work— is now completed in less than 5 minutes, improving customer satisfaction. - 24/7 instant responses to customers
Thanks to automation, agents can now respond instantly 24/7 without compromising personal time, improving service and eliminating wait times.
The importance of WhatsApp for business and customer service automation
Using WhatsApp for business is key for iAgente, as it allows them to centralize all customer interactions in one place, with no chaos and the confidence of delivering better service.
Automating WhatsApp customer service using AI-powered chatbots, powered by WOZTELL and SAGITAZ, has allowed iAgente to deliver instant responses to FAQs, speed up policy issuance, and reduce the administrative burden on agents.
Building a 100% WhatsApp-native operation is possible
iAgente has proven that it’s possible to build an operation entirely based on WhatsApp without forcing agents to install another app. Furthermore, the combination of WhatsApp Business and Agentic AI enables scalability, automation, and improved policyholder experience — today in LATAM and tomorrow in any market where WhatsApp dominates.
If you’re looking for a way to automate messaging on WhatsApp and transform your communication and customer service strategy, WOZTELL is the platform you need.
Visit our Success Stories page and discover how other companies are achieving better results with WOZTELL.
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