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OCTA bought in WhatsApp, with an assistant that stays within bounds.

We built ABC Polise a WhatsApp service where drivers get OCTA offers from several insurers, choose a period, pay and receive the policy. The AI assistant answers insurance questions and has no access to customer data.

Client
ABC Polise
Sector
Insurance brokerage
Scope
WhatsApp service, web client, AI assistant, admin panel
Status
Live in production
  1. ai
  2. 🤖 ABC Polise AI Assistant I can answer questions about OCTA and KASKO, policy renewal, accidents and payments.
  3. Does OCTA cover damage to my own car?
  4. No. OCTA covers damage you cause to other people and their property. Damage to your own car is covered by KASKO, if you have it.
OCTA offers from several insurers side by side

Key gains

The problem

Comparing OCTA prices should not need a laptop.

OCTA is compulsory in Latvia, so every car owner renews it regularly, and many have questions along the way: what OCTA covers, how renewal works, what to do after an accident.

ABC Polise wanted a channel that is quick for routine purchases and still answers those questions, in Latvian, English and Russian.

What we built

Offers, payment and policy in one conversation.

The driver opens WhatsApp, enters the car details and picks an insurance period from one to twelve months. The service collects offers from insurers and shows them side by side. Payment and the details form open as a small web page from the chat, and the policy arrives by email. Before the policy ends, the service sends a reminder.

Typing "ai" starts the assistant. It answers questions about OCTA, KASKO, renewal, accidents and payments, in the customer's language and in a short, chat-friendly format.

  • Offers from several insurers compared in one view
  • Payment by bank link or card, policy by email
  • Renewal reminders before the policy ends
  • Admin panel with conversation history and user management

What we built

An AI assistant built with guardrails

Stays on topic

Questions are checked before they reach the model. Anything outside insurance gets a polite refusal.

No customer data

The assistant receives only the question text. It cannot see policies, payments or personal details.

No prices or verdicts

It is instructed not to quote prices, policy terms or claim decisions, and not to name a single best insurer.

Usage limits

A daily question limit and a maximum message length keep costs predictable and prevent abuse.

Logged and reviewable

Every answer is stored as one record, so the team can review quality and spot gaps in the knowledge.

Admin panel

Conversation history and user management for the ABC Polise team.

Screens

The purchase flow

Scroll for more screens

The ABC Polise WhatsApp chat starts with one message
Starts with one message
Menu: buy OCTA, check OCTA, reminders, AI assistant
A menu inside the chat
Choosing an insurance period from 1 to 12 months
Periods from 1 to 12 months
OCTA offers from several insurers side by side
Offers side by side
Confirming the email address in the chat
Policy and reminders by email
Choosing a payment method: bank or card
Pay by bank link or card

The result

Purchase and answers in one chat, at any hour.

ABC Polise now sells OCTA in WhatsApp and advertises it as a policy in five minutes.

Every assistant answer is logged, so the team can check quality and see which questions customers ask.

  • Purchase, payment and reminders in one chat
  • AI assistant with topic limits, available around the clock
Next projectAgreed accident statement in WhatsApp

Next step

Have an idea? Let's discuss it.

Send a few lines about what you want to build and by when. We reply with questions, a delivery plan and an estimate.

Message on WhatsApp