Modules10
- Sales
- Catalog
- Document requests
- Subscriptions
- Campaigns
- Inbox
- Website
- Dashboards
- Workflows
- AI
Business setup · Professional services
Insurance agency
Every policy with its renewal date, renewals called 45 days ahead, quote requests with the documents by link, and claims handed to a person fast.
- modules
- 10
- agents
- 3
- workflows
- 2
- sample services
- 4
- site pages
- 3
What Era prepares for this business
For an insurance agency selling motor (traffic and kasko), home and earthquake (DASK), health and business policies from several insurers: a quote request collects the licence, registration and old policy by link, the best offers are compared and sent, each sold policy is kept with its premium and end date so renewals are called 45 days before they lapse, customers with only one policy are offered the next one, and a claim message is handed to a person straight away.
Agents3
- Quote intake
Collects what the insurers need for a quote and sends the document link.
- Claims desk
Recognises a claim message, sends the claim checklist and hands it to a person at once.
- Renewal caller
Every month lists policies ending in the next 45 days and prepares the renewal calls.
Workflows2
Sample services and prices4
Comes with the setup; swap in your own prices.
| Compulsory motor insurance (from) | ₺4,500 | |
| Comprehensive car insurance (from) | ₺18,000 | |
| Compulsory earthquake insurance (from) | ₺1,100 | |
| Supplementary health insurance (yearly, from) | ₺14,000 |
Website3
Themes for this field:
Every lead, with its stage in plain sight
Leads come in from Instagram, a form or WhatsApp and land as new. Log the calls and set the next follow-up; an overdue one turns red. For a won customer, the quote and the payment come from the same record.
How it’s set up
Four steps. Era does the first two; you connect your channels and get to work.
1Pick the setup
When you sign up you pick your business; Era suggests the right setup.
Insurance agencyAnother business2Era sets it up
Modules switch on, agents and workflows are prepared, sample records are added.
- Sales
- Catalog
- Document requests
- Subscriptions
- 3 agents
3Connect your channels
Connect your accounts once so every message lands in one inbox.
WhatsAppConnect
InstagramConnect
GmailConnect
Google CalendarConnect
4Start
Your agents are ready. Type or say what you need to Era.
- Quote intakeReady
- Claims deskReady
- Renewal callerReady
Workflows included in this setup
Similar templates
Start with Insurance agency
Runs on your own Claude or ChatGPT subscription, or your API key.