Immediate and Personalized 24/7 Policyholder Support
Sabio CX allows policyholders to contact their insurance company at any time through channels like WhatsApp, Web Chat, or Email, and receive immediate responses in natural language—whether via text or voice.
The solution automates common inquiries about policies, coverage, expiration dates, and terms, while maintaining an agile, secure, and traceable experience.
​Common Scenario in Insurance Companies
Many policyholders must wait long periods to get answers to basic questions such as:
When does my policy expire?
What is my deductible?
Does my home insurance cover this event?
These requests often overwhelm traditional channels like call centers or emails, leading to delays, operational overload, and low customer satisfaction.
How does Sabio CX solve it?
Sabio CX works as a Generative AI Agent available 24/7 that:
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Interacts via text or voice through WhatsApp, Web Chat, and Email.
Understands policyholder questions in natural language.
Accesses the company-trained knowledge base (PDF, Word, Excel documents, etc.).
Can integrate with internal systems to provide updated information.
Authenticates the user if the query requires restricted access.
Logs the interaction in a traceability system for control and auditing.
Key Benefits
24/7 availability without the need for permanent human agents.
Up to 40% reduction in response times.
Improved policyholder satisfaction with fast and clear responses.
Secure access and compliance with privacy standards.
Lower operational load for the customer service team.
Process in Action
The policyholder sends a message via WhatsApp:
“When does my auto insurance expire?
​SabioCX identifies and authenticates the user.
It queries the information from the policy management system.
It responds:
“Your policy expires on October 12, 2025, and is currently active.”
It logs the interaction in the traceability module.
