Solutions · Professional & business services

DMAI Pro for Insurance agent / broker

Insurance agents and brokers (Iranian insurers such as Iran, Asia, Dana, Alborz, Pasargad, Saman, and Gulf insurers) selling third-party and comprehensive motor, life and savings, individual and group health, home/shop fire, liability and travel insurance — and abroad, health and motor cover. On Instagram they post explainer Reels, premium calculations and discount news. The assistant's core job: accurate quotes by collecting exact info (e.g. car registration and previous policy), annual renewal reminders and claims support.

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What this trade does most with DMAI Pro: Booking

What one click installs

This trade's ready pack; you preview it before installing and can change anything later.

6: conversation flows
18: common questions with draft answers
4: automatic follow-ups
15: intake form questions
18: customer profile fields
7: sales stages
10: menu and conversation-starter buttons
19: reply safety rules
19: ready messages
6: sample products or services

Specialised modules switched on: Shop and catalogue، Consent and waivers، Document collection، Events and tickets، Memberships and subscriptions، Advanced payments، Quotes and projects، Appointments، Sensitive and emergency triage
Country-specific notes for: the UAE, Iran, Kuwait, Qatar, Saudi Arabia
Sensitive or emergency messages stop the bot: the customer gets a fixed safe reply, with no AI, and the chat goes to a colleague with priority.

8 jobs this pack covers

Extended car warranty & service contractsInsurance agentCar insuranceHealth & travel insuranceProperty, fire & liability insuranceInsurance claims & loss adjusting helpLife & savings insurance agentTakaful (Islamic insurance) agent

Questions your customers ask

Each comes with a draft answer; once you write your real answer and switch it on, the bot uses it.

How much is third-party cover for a regular sedan?

Can I pay in instalments?

Is my no-claims discount transferable?

My policy expired yesterday — is there a penalty?

Which insurer is best?

What does comprehensive cover include?

6 ready flows

Motor insurance quote (third-party/comprehensive)Collect car and previous-policy details for an accurate quote

Issue & payConfirm price, take payment and issue the policy

Life / health insurance consultationNeeds analysis and booking a consultation for complex plans

Quick travel insuranceIssue travel insurance fully within DMs.

Claims helpInitial guidance after an accident/incident and referral to the agent

Annual renewalRenew before expiry and avoid late penalties

Sales stages

First message
Info received
Quoted
Paid
Policy issued
Renewal due
Renewed

Numbers worth watching in this trade (not measured by the app)

Quote requests
Quote-to-issue rate
Annual renewal rate
Quote response time
Cross-sell (third-party → comprehensive/life)

Instagram ideas for this trade

Reel ‘Don't lose your no-claims discount’ + comment ‘insurance’ → start quote
Seasonal story ‘When does your policy expire?’ with a question sticker
Health-plan comparison post + comment ‘health’ → needs analysis
Ice breakers: ‘Car quote’ / ‘Renew’ / ‘I had an accident’ / ‘What is life insurance?’