Explain a benefit
“Help me explain this cover in plain language.” Draft an answer using your selected insurance persona and relevant brochure passages.
For Hong Kong insurance agents
AI assistant for Hong Kong insurance agents
Help clients understand cover, compare their documents and keep the conversation moving—with brochure evidence inside your existing chat workflow.
Opens the existing sign-up / sign-in flow. Choose your insurer, then purchase the seven-day trial. No charge until you confirm payment.
View full-size demoBuilt for the conversations you already have.
Product questions, quotations and follow-ups belong beside your client messages—not in a separate sales portal.
Compare a quotation
“What is different from our products?” Review a client document against matching company brochures, with missing terms kept visible.
Follow up thoughtfully
“What should I confirm next?” Keep client needs, renewal dates and the next action in the existing Contact sidebar.
From client question to reviewed reply.
Choose your persona
In Persona Settings, choose an insurance agent role, your insurer and optional focus products.
Open a client chat
Assign the persona under AI → Role. Use the same chat list, messages and reply composer.
Check the evidence
Review proposed wording, brochure quotations and page references. Confirm missing details.
Edit, then send
Make the reply your own and send it yourself. Keep the next action in chat Objectives.
Knowledge that stays close to the conversation.
Understand your own products, discuss competitors honestly and keep source material within reach.
Brochure-backed replies
Make a supported case for your company.
Retrieve relevant company and competitor brochures. Explain documented strengths, acknowledge trade-offs and show where product facts came from.
- Brochure quotations, page references and original PDF links
- Source evidence stays beside the reply composer
- Missing terms stay unknown; company affiliation is self-declared
Client document comparison
Bring the policy or quotation into the chat.
Upload a client’s document privately and compare its recorded terms with your selected insurer’s products. See differences in cover, protection period, description and price when evidence is available.
- Compare product purpose and premium assumptions, not headline numbers alone
- Citations refer to both the client document and company brochures
- Prepare a reply draft without sending a message
View full-size demoScanned policies and photos
Read the scan. Check the details. Then compare.
Upload a scanned PDF or supported photo. Server-side OCR reads English, Traditional Chinese and Simplified Chinese, with page progress in the existing sidebar.
- Review and correct recognised text before generating a comparison
- Check amounts, dates and table alignment against the original
- PDF, JPEG, PNG, WebP, TIFF or TXT; up to 10 MB / 100 pages
View full-size demoYou keep the client relationship—and the final say.
Client context, together
Record needs, existing cover, budget, dependants, renewal dates and details to confirm. Add follow-ups to the existing chat Objectives.
Private document workflow
Uploads stay scoped to the client and workspace, separate from shared brochure knowledge. OCR runs on the server. When you generate a comparison, extracted text is sent to DeepSeek.
Review before sending
Check OCR against the original and verify policy terms and brochure currency. Insurance replies require agent review. This workflow does not send messages automatically.
Start with a paid trial. Continue when it fits.
Insurance agent access, within your existing Chatable account.
Seven-day trial
USD 5 one-time
Try the complete agent workflow.
- 100 AI replies over seven days
- Brochure-backed replies and document comparisons
- No automatic renewal or conversion
Monthly agent plan
USD 20 / month
Keep product knowledge beside your client chats.
- 1,000 AI replies each paid billing period
- All insurance agent features, including OCR comparisons
- Renews monthly; manage cancellation in Subscription
USD prices. Insurance reply generation and document comparisons share the reply allowance. Preparing a draft from an existing comparison does not use another reply. The paid USD5 trial can be used once and is not credited towards the monthly plan. Review the terms at checkout.
Before you start.
Can I compare another insurer’s products?
Yes. The insurance persona can discuss competitor products in the retrieved catalogue and make an evidence-supported case for its own company. It must acknowledge material competitor advantages and unsupported or missing terms.
Can I upload a scanned policy or phone photo?
Yes. Scanned PDFs, JPEG, PNG, WebP and multi-page TIFF are supported, as well as searchable PDFs and UTF-8 TXT. Files are limited to 10 MB, 100 pages and 90,000 extracted characters. Use unlocked PDFs and clear images with the whole page visible.
What if OCR misreads an amount?
Review the recognised text against the private original and correct mistakes before confirming it. Confirmation is required for OCR documents before comparison. Confidence scores are not accuracy guarantees. If text changes, generate a new comparison before preparing another draft.
Are all brochures current and all Hong Kong products covered?
No completeness or current-availability guarantee is made. The catalogue contains indexed brochure records that may be historical. Check the cited original document and confirm current terms and availability with the insurer.
Does Chatable send insurance replies automatically?
Insurance drafts and comparisons require human review. Preparing a comparison draft places it in the existing composer; it does not send it. Check and edit the wording before sending. Existing messaging restrictions still apply.
Who can access client documents?
Access is restricted to authenticated users in the relevant workspace and client context. Uploads stay separate from shared product knowledge. OCR runs on the server; generating a comparison sends readable document text to DeepSeek. Only upload documents you are authorised to use. See the Privacy Statement for broader service terms.
How does the trial work?
Create or sign in to your existing Chatable account, set up the insurance persona and choose an insurer. Purchase the USD5 trial through Persona Settings or Settings → Subscription. It provides seven days and 100 AI replies, does not auto-convert and cannot be restarted. The USD20 monthly plan is a separate recurring purchase.
Start with your next client conversation.
One familiar chat workspace, with product evidence ready when you need it.
Opens the existing sign-up / sign-in flow. Choose your insurer, then purchase the seven-day trial. No charge until you confirm payment.
Product research and drafting support—not personalised suitability, underwriting, claims or policy replacement decisions. Agents remain responsible for checking facts and appropriate advice.