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Insurance & Financial Advisors

Let AI answer the questions clients always ask

Mid-meeting with one client, your phone buzzes: "What documents do I need for a claim?"

At 11 pm, a client is still asking when the next premium gets charged.

Every client asks the same round: claim process, payment options, policy terms, what to bring —

it's not that you don't want to reply. Typing the same answer for the hundredth time just wears you down.

ChatGPT doesn't know which products you carry or how you walk clients through a claim.

Feed that to your AI page — and it stops being generic AI and becomes an AI with your name on it, answering 24/7.

This is "Finance & Insurance Guide", the built-in advisor template, mobile layout included — everything stays editable after you apply it, and you can always pick from dozens of other templates or start from a blank canvas.

This is "Finance & Insurance Guide", the built-in advisor template, mobile layout included — everything stays editable after you apply it, and you can always pick from dozens of other templates or start from a blank canvas.

* Sample screens — listings and people are fictional

What it looks like in action

Erin's AI assistant Online 24/7

What documents do I need for a hospitalization claim?

Typically: the diagnosis certificate, original medical receipts, and a copy of your bankbook cover. You can file within two years of discharge — snap photos of the documents and send them to Erin to get started.

Can I switch my premium to monthly payments?

Yes — annual, semi-annual, quarterly and monthly are all available; monthly adds a small handling cost. Just request it before the next period starts.

I'd like to add coverage for my kid. How should I plan it?

Planning depends on your budget and needs — that's best discussed with Erin personally. Mind leaving your number? She'll get back to you before the end of the day.

Contact saved · Erin will reply personally

* Sample conversation — property and people are fictional

This isn't canned auto-reply. It has read your product info and FAQs — clients can rephrase ten ways and it keeps up.

What it shouldn't guess at — personal policy details, planning advice — it can save the client's contact info and hand it back to you.

Want to try it yourself? Open the interactive demo →

Same question, two AIs

ChatGPT, Gemini, whichever you ask — they know a little about everything, and nothing about you.

What documents do I need for a hospitalization claim?
Generic AI

Requirements vary by insurer and policy type. Please contact your agent to confirm.

✕ Generic internet knowledge; knows nothing about your business

Your AI

Three basics: diagnosis certificate, original receipts, and a copy of your bankbook. Leave your number and Alex will walk you through the rest.

✓ Has read your data; answers with your version

The difference comes down to one thing: the data is yours.

Feed it and it knows — The products you carry, clause by clause Your claim-support experience This month's seminar schedule

*Both answers are fictional demos

More than answers

Covers clients at midnight

Claim documents and payment questions get answered around the clock; anything needing your judgment, it can save the contact info and wait.

A personal page with your name

Pick a layout, add your photo, licenses and track record. It reads like a personal site — one that answers questions.

One link, everywhere

Print it as a QR code on your card, put it in your WhatsApp Business profile and email signature — clients tap and ask.

Careful with sensitive things

Personal policy details and claim amounts are never guessed — it asks the client to leave contact info so you handle it personally.

3 minutes, 3 steps

1

Upload your knowledge

Product info, claim steps, how you work — Word, PDF, or paste

2

Make it your storefront

Pick a layout, add your photo and credentials — this AI now carries your name

3

One link, everywhere

QR cards, WhatsApp, email signature — clients tap and ask

Start free. No credit card required.

Once it's ready, here's where the link goes

One link, dropped into the channels you already use — whoever taps it meets the you that answers.

Your Name Your profession · Your brand shareyourai.ai/@you

Hand out your card; clients scan later and ask about claims and payments at their own pace

Policy questions in WhatsApp never end — let the link catch them first

Pinned comment
Your account

All the answers are here

shareyourai.ai/@you

On your social posts, a pinned comment keeps watch

All pointing to one page: your AI page

Frequently Asked Questions

Yes. Upload your product info, claim process and FAQs to your AI page. When clients ask how to prepare documents or pay premiums, it answers directly from your data, 24/7.

Yes. But this page is more than a support widget — it's an AI share page under your name: once it has read your product info and claims process, it answers policyholders from your data however they phrase it, and can save their contact info when it can't.

Website builders give you a static page people can only read. This gives you a personal page that answers — clients ask about claims, payments and products, it answers from your data; when a lead is warm, it can save their contact info for you.

Canned replies only match keywords you pre-configure; one rephrased question and they fail. This AI actually reads your product info and FAQs, answers however the question is phrased, and never makes things up beyond your data.

You upload public material like product info and FAQs — no client data needed. When a question involves a personal policy, the AI won't guess; it asks the client to leave contact info so you verify and reply personally.

No. If you can send a text message and upload a file, you can use it. From sign-up to your own link takes about 3 minutes.

There is a free plan that is plenty for personal use, and your finished page can be shared right away. See the pricing page for current limits and plans.

Turn your product info into your own AI page

In 3 minutes, your business card gets an assistant that knows your products

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