Answer the Practical Questions, Leave the Advice to Your Advisors
Clients message about meeting times, the kinds of cover you arrange, renewals and claims, often outside office hours. A Flowlines agent answers the practical questions on WhatsApp, Instagram and your website, takes quote, meeting and claim-help requests, and hands every question about a policy, plan, claim or money to an advisor.
No website? Get started without one
What Fills an Advisor's Inbox
- Quote and meeting requests come in on WhatsApp and the website, and some wait days for a reply.
- Renewal dates live in a spreadsheet and are sometimes noticed too late.
What a Conversation Looks Like
Your agent uses your own office details and follows the rules you set — it never comments on a policy.
Read the full example conversation
- CustomerHi, my car insurance renews next month. Does my policy include roadside assistance?
- Flowlines agentThanks for the message. I can't answer questions about what a specific policy includes — your advisor will go through it with you. Would you like a call or a meeting before the renewal?
- CustomerA call is fine. Weekday evenings.
- Flowlines agentI've passed your request for a weekday evening call to your advisor. They'll reply here to confirm a time.
- FlowlinesMeeting request added to the pipeline · Assigned to the client's advisor with a summary
Ready on Day One for Insurance & financial advisors
Pick this industry at sign-up and your workspace starts with this set. Everything is editable.
- An AI agent (Advisor assistant), 5 forms, 8 WhatsApp drafts and the Insurance clients pipeline.
- 9 automations. Each one starts off — you switch it on.
Your business knowledge
See everything in the pack
Your AI agent: Advisor assistant
Answers practical questions about your office hours, the kinds of cover you arrange and how meetings work, from your business profile, takes quote, meeting and claim-help requests, and hands every question about a policy, plan, claim or money to an advisor.
Automations (9)
Each one starts off — you switch it on.
- Reply to quote and meeting requestsWhen the quote request form is filled in, confirm on WhatsApp, to the number on the form, that the request was received. The new contact appears in your pipeline for an advisor to follow up.
- Advisor meeting reminderReminds the contact a day before the time in their Advisor meeting field. Your team fills in Advisor meeting when confirming the slot.
- Policy renewal reminderAbout 30 days before the date in the Policy renewal date field, send the client a short status note on WhatsApp naming the policy type, and remind the advisor to review the renewal with them. Your team fills in Policy type and Policy renewal date when the policy starts or renews; if Policy type is empty, only the advisor task is created.
- Reply to claim-help requestsWhen the claim help form is filled in, confirm on WhatsApp, to the number on the form, that the request was received. The contact appears in your pipeline at Claim support for an advisor to pick up. Nothing says whether a claim will be paid. Note: the form moves an existing client to Claim support; moving them back to Policy active afterwards starts the review request again, so skip that client or turn the review automation off while a claim is open.
- Quote follow-up taskTwo days after a contact is moved to Quote shared, remind the advisor to follow up and answer questions. Sends nothing to the contact. Your team moves the contact to Quote shared when the quote goes out.
- Review request after a policy startsA week after a contact is moved to Policy active, and only if they are still there, ask clients who opted in to WhatsApp updates for a review of the service. Your team moves the contact to Policy active when the policy is issued. A client moved back to Policy active after Claim support is asked again. Lawyers and licensed advisers: check your regulator's rules on advertising and client reviews before turning this on.
- Alert the team when a contact is waitingIf a message has had no reply for 15 minutes, leave a note that @mentions the assigned teammate, or flags it as unassigned. Never reassigns.
- Follow up when a contact goes quietIf your last message in a WhatsApp conversation has had no reply for a day, send one check-in (an approved template, since the 24-hour chat window may have closed) during daytime hours. Stops if they reply.
- Reply to new enquiry formsWhen someone fills in your enquiry form, confirm on WhatsApp, to the number on the form, that you have it. The new contact appears in your pipeline for the team to follow up.
WhatsApp message templates (8)
Drafts you send to Meta for approval.
- Advisor enquiry receivedConfirms a quote or consultation request form was received.
- Advisor consultation reminderAdvisor meeting reminder, sent the day before.
- Advisor policy renewal noticeStatus note telling a client which policy on file is due for renewal in 30 days (sent 30 days before the renewal date). No policy number, price or recommendation.
- Advisor claim help receivedConfirms a claim-help request form was received.
- Advisor client reviewAsks a client for a review a week after their policy starts.
- Enquiry receivedConfirms an enquiry form was received.
- Open request check inFollows up on an open enquiry when the 24-hour chat window has closed.
- Something newAnnounces a new service or offering to contacts who opted in to updates.
Forms (5)
- Quote or advisor meeting request
- Claim help request
- Enquiry
- Call-back request
- Feedback
Pipeline: Insurance clients
- 1. New enquiry
- 2. Meeting booked
- 3. Quote shared
- 4. Policy active
- 5. Claim support
- 6. Not proceeding
19 quick replies
Saved answers your team can drop into any chat.
From Sign-up to Live in Three Steps
- 01
Start with your website
Flowlines drafts your practice's profile from it: cover, hours, meetings.
- 02
Check what it learned
Confirm the profile. The agent only uses what you confirm.
- 03
Test it, then go live
Test the agent, connect your channels, switch on automations.
How It Works for an Advisory Practice
- 01
Every enquiry in one inbox
WhatsApp, Instagram, website chat and your quote and claim forms.
- 02
Practical questions answered
Office hours, the kinds of cover you arrange and how meetings work.
- 03
Policy questions handed over
Policy, claim and price questions go to an advisor with a summary.
- 04
Meetings and renewals
Meeting reminders, and a renewal note plus an advisor task.
What Your Practice Gets
Rules you control
Every policy, claim and money question goes to an advisor.
Claim-help requests
A short form, a WhatsApp confirmation, then an advisor picks it up.
Quote follow-up tasks
Advisors are reminded to follow up; nothing goes to the client.