A leading UK financial claims company came to us because its team could not keep up. Thousands of eligible customers had expressed interest but never finished their claims. Phone calls went unanswered, paperwork sat half-complete, and people who qualified were never processed.
Each advisor worked differently and the volume was more than the team could handle, so eligible customers waited weeks or months for their claims to move.
We built a WhatsApp workflow that contacts every eligible customer in the same way, however many there are. Working from a verified WhatsApp business account, the AI contacts each customer, collects the documents needed, guides them through signing the paperwork and keeps every claim moving, day and night.
When a customer wants to speak to a person, the system asks when suits them and books the appointment straight into an advisor’s calendar. Advisors no longer spend their day calling people who do not pick up.
The company processed more claims in days than it used to in months. More than three thousand customers were contacted in a single day, and far more of them went on from expressing interest to submitting a claim.
The system now handles the outreach, the document collection and the scheduling. Advisors spend their time on the conversations that need judgement, and admin time on each claim fell by 95%.
Tell us where your team loses the most time. We will tell you honestly whether AI pays there, what it takes to build, and what we have already delivered for businesses like yours.
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