What it does
Secure, compliant, and fast
From identity verification to claim resolution, without the paperwork back-and-forth.
One-time passcode verification
Confirm a customer's identity with a secure one-time passcode before sensitive information is shared or a request goes ahead.
Secure document collection
A guided flow collects exactly the documents you need, one step at a time, instead of a messy back-and-forth over email.
Policy and claim status updates
Template messages go out the moment something changes, so customers stay informed without your team making individual calls.
Compliant customer communication
Every automation runs on Meta's official WhatsApp Business API, built around your specific confidentiality requirements.
Questions
Frequently asked questions
What financial services and insurance providers usually ask.
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