Insurance & Finance

Simplify onboarding, send quotes, and follow up on claims.

Insurance & Finance

Simplify onboarding, payments and support

Axis offers a comprehensive AI-powered solution designed to empower banking institutions, insurance agents, brokers, and financial service teams. By seamlessly automating frequently asked questions (FAQs), policy renewals, critical updates, and common banking inquiries, Axis ensures your team remains fully informed and engaged, freeing them to focus on more complex client interactions.

Key Use Cases and Benefits:

  • Streamlined Quote, Premium, and Account Information: Effortlessly dispatch accurate quotes, detailed premium information, and instant account balances or transaction histories to clients based on their specific inquiries, significantly reducing response times and improving client satisfaction.
  • Efficient Document and Detail Collection: Guide clients through intuitive chat flows to securely collect necessary documents and essential details for account opening, loan applications, or policy management, simplifying onboarding and financial processes.
  • Proactive Payment, Renewal, and Due Date Reminders: Implement automated reminders for upcoming payments, policy renewals, loan due dates, or bill payments, ensuring clients are always informed and helping to improve retention and reduce defaults.
  • Intelligent FAQ Handling for All Services: Leverage advanced AI to proficiently address common FAQs across banking, finance, and insurance, providing instant and accurate answers to clients, while intelligently escalating sensitive or complex cases directly to your team for personalized attention.
  • Effective Client Communication Broadcasts: Disseminate valuable financial tips, important updates, critical plan changes, or new product offerings directly to your client base via their preferred communication channels, including WhatsApp and SMS, fostering stronger client relationships and ensuring timely information delivery.
  • Streamlined Quote, Premium, and Account Information: Effortlessly dispatch accurate quotes, detailed premium information, and instant account balances or transaction histories to clients based on their specific inquiries, significantly reducing response times and improving client satisfaction.
  • Efficient Document and Detail Collection: Guide clients through intuitive chat flows to securely collect necessary documents and essential details for account opening, loan applications, or policy management, simplifying onboarding and financial processes.
  • Proactive Payment, Renewal, and Due Date Reminders: Implement automated reminders for upcoming payments, policy renewals, loan due dates, or bill payments, ensuring clients are always informed and helping to improve retention and reduce defaults.
  • Intelligent FAQ Handling for All Services: Leverage advanced AI to proficiently address common FAQs across banking, finance, and insurance, providing instant and accurate answers to clients, while intelligently escalating sensitive or complex cases directly to your team for personalized attention.
  • Effective Client Communication Broadcasts: Disseminate valuable financial tips, important updates, critical plan changes, or new product offerings directly to your client base via their preferred communication channels, including WhatsApp and SMS, fostering stronger client relationships and ensuring timely information delivery.
What Can Axis Do?

Product Solutions

What are the possibilities of Axis?

E-Commerce & Retail

Sell, chat, and accept payments—all on WhatsApp.

Real Estate

Auto-reply to leads, share listings, and book viewings.

FMCG & Delivery

Send order updates, confirm payments, and reduce missed messages.

Insurance & Finance

Simplify onboarding, send quotes, and follow up on claims.

Public Sector

Distribute updates and offer 24/7 info access via chat.

Restaurants & Food Services

Transform Your Restaurant Operations with Seamless Chat-Based Ordering and Communication

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All your customer conversations, in one place.

Connect WhatsApp, Instagram, Facebook, and more — so you never miss a message. Axis helps you simplify engagement, stay organized, and respond faster.

Trusted by 100+ growing businesses.

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