Aurora for Insurance
From first quote to renewal, without losing the thread.
Insurance sales cycles are long and renewal-driven, and claims support can’t afford to feel like a black box. Aurora keeps the policy pipeline, the client record, and the support queue connected end to end.
What teams in Insurance run into
The problems a generic tool wasn’t built for
Long, multi-touch sales cycles
A quote today might not close for months — and needs consistent, tracked follow-up the whole way.
Renewals get missed
Without a system tracking policy dates, renewal reminders become a manual, easy-to-forget task.
Claims and policy support pile up
Policyholders expect fast answers on claims status — a generic shared inbox can’t prioritize or track that.
How Aurora helps
Real applications, mapped to real problems
A visible pipeline from quote to close
Track every policy opportunity through your own stages, with deal-level notes, tasks, and history.
See CRM
WhatsApp renewal and reminder broadcasts
Segment-targeted broadcast messages for renewals and follow-ups, with opt-outs handled automatically.
See WhatsApp CRM
A dedicated queue for claims and policy support
SLA-tracked tickets so a claims question gets prioritized and never silently ages out.
See Help Desk
Worth knowing
- Policy documents and contracts live on the client record, not a separate archive
- Analytics surfaces pipeline health and support load in one dashboard
- Every WhatsApp broadcast respects opt-outs automatically — no compliance guesswork
See Aurora running for insurance
Start free, or talk to our team about what a rollout looks like for your organization.
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