Automate Insurance Document Collection With Conversational AI
Collect required documents faster, reduce manual follow-ups, and streamline claims or policy processing — all through automated text conversations.
THE PROBLEM
Manual Document Collection Delays Everything
Calls Go Unanswered Customers prefer texting.
Emails Are Ignored Reminders get buried or forgotten.
Teams Waste Time Chasing paperwork drains productivity.
How Meera Simplifies Document Collection
1
Send Personalized Follow-Ups Automatically
Meera automatically sends customized reminders to customers via SMS or WhatsApp, prompting them to upload required documents before deadlines.
2
Collect Documents Through Chat
Customers can easily upload PDFs or images directly in the chat — no need to open portals or check emails. Meera confirms receipt instantly, reducing friction.
3
Answer FAQs Instantly
If customers have questions about what’s needed, Meera responds in real time — clarifying requirements and avoiding back-and-forth delays.
4
Follow Up Until Completion
Meera tracks each customer’s progress and automatically follows up if documents remain pending — ensuring no lead or claim falls through the cracks.
5
Free Your Team From Manual Chasing
By automating outreach and verification, Meera saves teams countless hours while accelerating claim or policy processing times.