SaaS platform for Moroccan insurance agencies
AI Gestion, claims-management software for insurance agencies in Morocco
From quote intake to case closure: expert selection, email dispatch and follow-up, automatic reminders, AI-powered reply analysis, all within a strictly isolated space for your agency.
Access to the agency's Google account is used solely to send, receive, track, and archive the emails needed to process claim cases, through the agency's professional Gmail mailbox.
Product preview
A workspace built for your teams
Cases, expert conversations and documents centralized in a single interface, available in French, English and Arabic.
Everything your agency needs
A complete platform, from first client contact to case closure.
Multi-agency isolation
Each agency operates in a strictly isolated data space, with dedicated roles and permissions for managers, agents and clients.
WhatsApp & Gmail integrated
Receive quotes via WhatsApp, and send and track expert conversations directly from the agency's Gmail mailbox.
AI-powered reply analysis
Expert replies are automatically classified, with an adjustable confidence threshold and manual review when in doubt.
Tracking and dashboards
Overview of cases as a table, cards or kanban board, with filters, export and a full history for each case.
Secure document management
Upload, antivirus scanning and automatic conversion of attachments, with scheduled purging according to your agency's retention policy.
Simplified billing and subscription
Track your usage, quotas and invoices from a dedicated space, with plans suited to your agency's size.
Second module
Build your agency's website, no developer required
An independent module, activated separately at any time: visual editor, online quotes, and built-in CMI payments.
Visual editor
Build your site in minutes from ready-made templates, without writing a line of code.
Online quotes
Visitors request a quote directly from your site; requests land straight in your management workspace.
Online payments
Collect card payments from your clients through your own CMI integration, with no third party involved.
Independent from claims management
Activated separately from claims management, with its own free trial.
How it works
A fully automated flow, with human oversight at every key step.
- 1
Quote intake
The quote arrives via WhatsApp or manual entry, and a case is created and linked to the right client.
- 2
Expert selection
The agent picks an external expert; the quote is automatically sent via the agency's Gmail mailbox.
- 3
Automatic reminders
The platform follows up with the expert on a configurable schedule until a reply is received.
- 4
Reply analysis
The reply is automatically classified by AI; ambiguous cases are sent for manual review.
- 5
Billing or closure
Depending on the outcome, the case moves to billing, a report or closure, with a full history.
Connected to the tools you already use
No manual re-entry: your existing channels feed the platform directly.
Gmail
Secure connection to the agency's mailbox for sending, tracking and archiving conversations with experts.
WhatsApp Business
Receive client quotes and automatic notifications via a WhatsApp number dedicated to your agency.
Artificial intelligence
Automatic classification of expert replies to speed up case processing.
Security at the core of the platform
Your data is isolated, encrypted and continuously monitored.
Strict multi-agency isolation
Data is never accessible across agencies.
Encryption at rest
Access tokens and sensitive documents encrypted (AES-256-GCM).
Two-factor authentication
Two-factor authentication (TOTP) for staff accounts.
Immutable audit logging
Every sensitive action is recorded in a tamper-proof audit log.
Oversight
A clear view of your agency's activity
Track open cases, deadlines and expert workload at a glance.
Suited to different agency profiles
A configurable platform, whatever the size of your organization.
Multi-branch agencies
Centralize case tracking across several branches while keeping access scoped per team.
Independent brokerage firms
Automate reminders and reply classification to focus on client relationships.
Fast-growing agencies
Absorb a growing volume of cases without adding weight to your internal processes.
Frequently asked questions
How is my data isolated from other agencies?
Each agency has a strictly isolated data space: no user, case or document is ever accessible from another agency.
Which channels are supported for receiving quotes?
Quotes can be received via WhatsApp or entered manually by an agent, depending on your preferences.
How does sending quotes to experts work?
The quote is automatically sent via your agency's connected Gmail mailbox, with scheduled reminders until a reply is received.
How does AI analyze expert replies?
Each reply is automatically classified against an adjustable confidence threshold; uncertain cases are sent for manual review before any action is taken.
What pricing options are available?
Three standard plans plus a configurable custom plan. See the Pricing page for details.
How do I request a demo?
Use the "Request a demo" button at the top of the page or our contact form; our team will get back to you promptly.
Ready to modernize your claims management?
Talk to our team to see how AI Gestion can fit your agency.