Finance & Insurance

AI Agents for Finance & Insurance

AI agents that advise on investments, manage insurance policies, pre-qualify mortgages and handle real estate inquiries — securely and at scale.

1

Investment Advisory

AI agents that inform investors about active projects, estimated returns, participation steps and payment status — instantly and around the clock.

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2

Insurance Policy Management

Handle policy changes, claims intake, premium billing questions and new policyholder onboarding autonomously via WhatsApp and email.

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3

Mortgage Pre-Qualification

Collect applicant data, validate eligibility criteria in real time and schedule a call with a human mortgage advisor — all automatically.

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4

Real Estate Support

AI agents that inform about available properties, schedule viewings and answer buyer and tenant queries around the clock.

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5

ATM & Transfer Resolution

Resolve failed ATM withdrawals, stuck transfers and account discrepancies automatically — or escalate with full context when human review is needed.

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Savings Calculator

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Team Size Calculator

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Customer Stories

Real results from companies using GuruSup

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Eliminate customer support
as you know it.