Revqara AdvisorOps
Insurance / financial advisor
Revqara AdvisorOps assesses cover needs, shares indicative quotes, and recommends plans over WhatsApp — never promising guaranteed returns, and escalating every claim or dispute to a licensed human.
The pipeline this pack ships with
new
needs assessed
quote
plan recommended
policy issued
renewal
Fields the AI auto-captures
cover typesum assuredpremium budgetageexisting policy
What you get out of the box
- Captures cover type, sum assured, premium budget, and age.
- Shares indicative quotes and tracks the policy lifecycle.
- Refuses to promise guaranteed returns — compliance by design.
- Claims, disputes, and rejections escalate to a human.
Try these in the demo
Real messages this pack handles
“I need a term insurance plan for my family”
“What's the premium for 1 crore health cover?”
“Can you recommend the best plan: term vs ULIP?”
“My health claim was rejected and I want to file a dispute”
Give your insurance / financial advisor its WhatsApp brain
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