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Case 08

An AI assistant for an insurance agency on WhatsApp and Telegram, wired to the CRM and the policy documents

An independent agency is buried in admin: renewals slip through the cracks, clients message after hours, and a panicked accident call needs handholding. In this case you build a Prostir agent, connect it to the agency CRM over MCP and upload the policy documents as searchable knowledge, then put it on WhatsApp and Telegram. It recommends the right cover, a scheduled flow reminds clients before a renewal or payment, and when a claim happens it walks the client through the first steps — then hands the hard part to a licensed agent.

01

Before: buried in admin, losing clients at renewal

  • The phone never stops, the inbox piles up, and renewals fall through the cracks — a missed one can leave a client uninsured.
  • By the time you call a lead back, they've already talked to a competitor. Clients message at 2 AM and no one answers.
  • When a client has an accident, they panic and don't know what to send — and you can't hire your way out of the workload.
02

What you do inside Claude Code (about 15 minutes)

You stay in your terminal. Prostir builds, connects, and goes live on the messengers.

  1. 01
    Add Prostir as an MCP server in Claude Code.

    One command: claude mcp add prostir https://prostir.ai.prostir.build/mcp. Sign in once.

  2. 02
    Connect the CRM and upload the policy documents.

    Claude Code connects your agency CRM as an upstream MCP (e.g. HubSpot / Attio) over creator OAuth, and uploads your policy PDFs as searchable knowledge the assistant can answer from (knowledge_search).

  3. 03
    Add the model.

    Hosted on Prostir credits, or your own Azure OpenAI / OpenAI-compatible model. One model runs every channel.

  4. 04
    Put it on WhatsApp and Telegram.

    Add a Telegram channel (paste the bot token — Prostir registers the webhook) and a WhatsApp channel (Meta Cloud API: access token, app secret, verify token, phone number id).

  5. 05
    Add the renewal reminders as a flow.

    Attach a scheduled flow: each morning it checks the CRM for upcoming renewals and payments, and the assistant messages those clients on WhatsApp or Telegram.

  6. 06
    Publish.

    Live on both messengers. Every chat is logged in the Channels tab; routine questions are handled, real emergencies and claims escalate to a licensed agent.

03

What ends up inside the agent

Real agent resources and connections. Claude Code wires them while you watch.

doc policies.pdf Your policy wordings and coverage docs, uploaded as searchable knowledge (knowledge_search).
link your CRM (MCP) The agency CRM connected as an upstream MCP — the assistant reads client and policy records.
doc claim-first-steps.md The first-notice-of-loss steps the assistant walks a client through when an accident happens.
data renewal-reminder.flow The scheduled flow that checks the CRM and messages clients before a renewal or payment.
04

What this actually looks like in Claude Code

Real prompt, real calls, real result.

Claude Code

Build me an insurance assistant on Prostir, slug youragency. Connect our HubSpot CRM, upload our policy PDFs, and put it on WhatsApp and Telegram. It should recommend cover, remind clients about renewals, and help when someone has a claim.

prostir_agents_design_interview

A few questions: which CRM, which documents to upload, and which messengers — Telegram, WhatsApp, or both.

HubSpot, these 12 policy PDFs, both WhatsApp and Telegram. Hosted model is fine.

prostir_knowledge_add_source

Uploading 12 policy PDFs, building the knowledge graph, enabling knowledge_search. Connecting HubSpot as an upstream MCP over creator OAuth.

prostir_agents_add_channel

Adding Telegram (webhook registered) and WhatsApp (Meta Cloud API) channels on the hosted model.

prostir_agents_build

Building the agent, attaching a scheduled renewal-reminder flow, publishing to youragency.ai.prostir.build. ✓ Done.

Live on WhatsApp and Telegram. Renewal reminders run every morning; claims and complex cases escalate to you. Watch every conversation in the Channels tab.

Live

WhatsApp + Telegram · Passport https://youragency.ai.prostir.build

05

After: nothing falls through the cracks

  • A client asks on WhatsApp whether their policy covers a flooded basement — the assistant answers from your policy documents, not a generic script.
  • Each morning the flow messages clients whose policy is up for renewal or payment, so single-policy clients stop drifting to a competitor.
  • At 2 AM a client reports an accident — the assistant walks them through the first steps, collects the details, and escalates to a licensed agent in the morning. Every message is on the record.

What gets published

A published Prostir agent live on WhatsApp and Telegram, answering from the agency's own CRM and policy documents. It recommends cover, a scheduled flow sends renewal and payment reminders, and it guides a client through a claim step by step — escalating to a licensed agent when it matters. Every conversation is logged in one place. No code.

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One afternoon from idea to live link.

Upload what only you have. Write the rules in plain language. Open the link in ChatGPT, Claude, or your site. Ship the agent only you could ship.

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