WhatsApp Insurance Claims — AI Bot Template for Support
Bot
WhatsApp insurance claims bot. Claim filing, status checks, document collection, and agent escalation.
Template WhatsApp Insurance Claims bundles a ready-to-deploy workspace for support workflows. Install in one click from the Aerostack dashboard or via aerostack init --template=whatsapp-insurance-claims.
What It Does
Insurance claim management through WhatsApp. Policyholders file claims, check status, submit required documents, and get connected to an agent when needed — all without downloading an app or navigating a web portal.
What's Built In
- Claim filing — guided claim submission: incident details, date, photos, and supporting documents
- Status tracking — policyholders check claim status with a simple "What's the status of my claim?"
- Document collection — request and receive photos, receipts, and documents through WhatsApp media messages
- Agent escalation — complex or disputed claims are routed to the right agent with full context
- Notifications — status change alerts sent proactively: received, under review, approved, paid
Best For
- Insurance companies wanting to reduce call center volume on status inquiries
- Insurtech startups offering a modern claims experience through messaging
- Regional insurers in WhatsApp-dominant markets (Latin America, India, Middle East)
Metadata
What's Included
Required MCPs
MCP servers this template connects to.
Tags
Deploy this bot in minutes
WhatsApp insurance claims bot. Claim filing, status checks, document collection, and agent escalation.
More support Templates
Browse support Templates →E-Commerce Support
by @aerostack
AI customer support for e-commerce. Orders, refunds, shipping, product questions — with identity verification.
WhatsApp Order Assistant
by @aerostack
WhatsApp order assistant. Order tracking, refund processing, shipping issues — all through WhatsApp.
Slack Support Escalation
by @aerostack
Slack support escalation bot. Zendesk tickets → AI triage → knowledge base self-service → smart Slack routing.
SaaS Product Support
by @aerostack
SaaS product support bot. Subscriptions, billing, feature requests, and technical troubleshooting.
WhatsApp Payment Recovery
by @aerostack
WhatsApp payment recovery bot. Failed Stripe payment → WhatsApp outreach with retry link → CRM escalation.
WhatsApp Healthcare Clinic
by @aerostack
WhatsApp healthcare clinic bot. Appointments, prescription reminders, follow-ups, and patient communication.
Frequently asked questions
What does the WhatsApp Insurance Claims template include?+
The WhatsApp Insurance Claims template is a pre-configured Aerostack workspace for support. It bundles @aerostack/mcp-whatsapp, @aerostack/mcp-supabase, @aerostack/mcp-sendgrid and any required workflows and edge functions. Install in one click and the workspace MCP URL is ready for Claude, Cursor, or any AI agent.
How do I install the WhatsApp Insurance Claims template?+
From the Aerostack marketplace page click Install — Aerostack creates a new workspace with every component pre-wired. You can also install via CLI: aerostack install template aerostack/whatsapp-insurance-claims
Can I customize WhatsApp Insurance Claims after installing?+
Yes. Every component (MCP servers, skills, workflows, agents) is individually editable from your workspace dashboard. Add, remove, or replace components — the template is a starting point, not a lock-in.
Is the WhatsApp Insurance Claims template free to use?+
Templates are free to install. Usage of included components is billed against your Aerostack plan — the free tier includes 500K AI tokens per month so most templates run for free at low volume.