Never Miss Another Insurance Lead | 24/7 WhatsApp Bot – Code Zen
Code Zen 📲 Chat on WhatsApp
Insurance Brokers • AI Assistant

Never Miss Another Insurance Lead — Quotes, Renewals & Claims

Your WhatsApp bot handles quote requests 24/7, gathers risk details, collects documents, and logs to your CRM. First Notice of Loss (FNOL) flows start claims in minutes.

CarHome (Buildings)Home Contents Business CoverPublic LiabilityTravel
+45% Faster Response
Docs Collected in-Chat
FNOL in < 3 Minutes

POPIA: We only message opted-in contacts and provide one-tap opt-out. Document uploads supported.

Hi, need car + home insurance in Randburg. Can I get a quick quote?
Absolutely! 🚗🏠 What’s your full name and ID number? (POPIA consent noted)
Lebogang Mokoena, 900101…
Thanks, Lebogang. Car make/model/year? And current monthly premium if you know it?
2020 Toyota Corolla 1.6. Paying ~R1,250/mo.
Got it. Last step: address in Randburg + no-claims years?
Ferndale, 3 years no claims.
✅ Quote ready shortly. Want a contents add-on from R95/mo? I can include it.
Yes, include contents.

Key Features

🧾

24/7 Quote Capture

Car, home, business & liability. Captures all basics and risk details automatically.

📎

Docs & POPIA Consent

Collect ID, proof of address, claims history, licence — with consent notes in-chat.

🤝

Renewals & Retention

Pre-renewal check-ins, update details, offer alternatives, reduce churn.

🆘

Claims FNOL

First Notice of Loss flows start claims, collect photos, locations & incident details.

📊

CRM Sync & Routing

Every chat logged. Route by product line, location, or broker availability.

Premium
✍️

e-Sign & Declarations

Capture acceptances, disclosure checks, and declarations directly in WhatsApp.

Plans & Pricing (ZAR)

Starter

R799/mo
  • 24/7 WhatsApp responder
  • Quote intake (Car/Home)
  • Lead sync → CRM
🛒 Start Free 7-Day Trial Now

Growth

R1,399/mo
  • Everything in Starter
  • Renewals & retention
  • Claims FNOL flows
🛒 See Growth Plan in Action

Pro

R1,899/mo
  • Everything in Growth
  • e-Sign & declarations
  • Advanced routing rules
🛒 Talk to an Automation Specialist

What Brokerages Say

Real results from SA teams using our WhatsApp flows for quotes, renewals, and claims.

Lerato R.Ops Lead • Randburg Risk Advisors
★★★★★

“After-hours quotes doubled in 3 weeks. We wake up to fully captured prospects with POPIA consent and docs already attached.”

+2.1× after-hours leadsDocs collected in-chatPOPIA consent logged
Thandi M.Claims Manager • Pretoria Cover Hub
★★★★★

“FNOL via WhatsApp cut our setup from ~25 minutes to under 5. Clients send photos and pin locations without chasing.”

−80% FNOL timeGeo & photos capturedHappy policyholders
Neo K.Broker Principal • Sandton Insurance Co-op
★★★★★

“Renewals are proactive now. The bot surfaces risk changes and offers alternatives — our save rate jumped.”

+23% renewal savesUpsell opportunitiesAutomated follow-ups

FAQ

Browse by category or read everything.
📎Can you collect documents securely?
Yes — ID, proof of address, licence, claims history and photos can be uploaded in-chat. Consent notes recorded for POPIA.
🆘Do you handle claims (FNOL)?
We provide a First Notice of Loss flow that gathers incident details, photos and a map pin, then routes to your claims team.
📊Does it integrate with our CRM?
Yes — every lead and chat transcript is logged. Route by product line, region, or broker availability.
🛠️Setup & training?
Done-for-you. We configure flows and hand over with a simple playbook — your team is productive on day one.
💳Contracts or trial?
No long-term contracts. 7-day free trial. Cancel anytime with a single WhatsApp message.
🛡️POPIA compliance?
Opt-in messaging only. We store consent notes and can auto-redact sensitive fields if you need.

Code Zen – Serving SA brokerages nationwide

📧 shandon@codezen.co.za | 📍 Fourways, Johannesburg

POPIA: We process data only for opted-in leads and provide one-tap opt-out. Document capture & consent logging available on all plans.

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