Sara, Sinaqia's AI-powered assistant, serves your clients on WhatsApp, Telegram and the web. She finds policies, explains what each one covers, sends documents, prepares quotes and takes claim reports — on her own, around the clock. And you set her up your way, with no technical skills required.
Sara isn't a canned-answer bot: she understands what she's asked, gets things done with the insurers for real, and keeps improving with what your team teaches her.
She answers by reading your client's actual policy, not generic scripts. Before sending a message, she checks every amount and every fact: if something isn't in the policy, she won't state it. Zero fabricated answers.
By name, national ID, tax ID or license plate. Your client writes the way they speak, and the assistant finds the policy instantly.
Policy PDFs, payment receipts, payment slips, Mercosur and circulation cards. Ready to send in seconds.
She understands written messages, voice notes, claim photos and PDFs. Your clients communicate however feels most comfortable.
She re-quotes a car or quotes a new license plate by reading the details straight from a photo of the ID, registration card or title — no manual data entry.
The assistant sends your client a secure link to submit the claim details in seconds — no phone calls, no waiting.
She keeps track of the ongoing conversation with each client so nothing gets asked twice. And she never mixes one client's data with another's.
Each brokerage gets its own assistant, with its own tone, rules and access — fully isolated from the rest.
"Am I covered for hail?" sounds like a simple question. But the right answer means finding the exact clause, checking your client's plan, verifying the amount and flagging any overdue installments. Here's how Sara works through it, step by step:
She goes straight to your client's policy and finds the exact clause that answers the question. If needed, she goes over the full document. She never answers "from memory".
She scores how reliable her findings are. When in doubt, she becomes even stricter and avoids stating anything the policy doesn't back up.
Before sending, she re-reads her own answer and checks every number against the policy. If she finds a mistake, she corrects it and tries again — all before the message ever reaches your client.
Before consulting the AI, Sinaqia replaces personal data — name, national ID, tax ID, policy number, phone — with anonymous placeholders. The AI works with those placeholders and never sees who your client is. When it's done, Sinaqia puts the real data back and your client receives a clear, personalized message. Their information never goes out to the internet.
Hi, I'm JUAN PEREZ,
DNI 20.123.456,
policy 447305 with SancorName"JUAN PEREZ"{NOMBRE_1}National ID"20.123.456"{DNI_1}Policy"447305"{POLIZA_1}Hi, I'm {NOMBRE_1},
DNI {DNI_1},
policy {POLIZA_1} with SancorHi {NOMBRE_1}, the status of your policy {POLIZA_1} is: APPROVED.
"Hi Juan Pérez, the status of your policy 447305 is: APPROVED."
Detects the data instantly — no noticeable delay for your client on WhatsApp.
Recognizes DNI, CUIT, CBU, license plates (old and Mercosur formats), policy numbers and local phone numbers.
Your clients' personal information does not leave your server. Period.
In a data audit, you can prove that personal information was never shared with third parties.
Privacy doesn't rest on a single control. Every sensitive piece of data travels and is stored encrypted, to the same standards a bank uses.
The access credentials that connect to the insurers are never stored in the open. Anyone who broke into the database would see indecipherable characters, not real data.
Your team's passwords are never stored as they are. They're kept as one-way fingerprints — unrecoverable even by us.
All communication between your client, the assistant and the server travels encrypted. Sessions are protected with temporary keys that expire and can be revoked.
Real examples of how Sara replies — from the Argentine market she serves today. Pick a question and watch the conversation.
In real portfolios, up to 4 out of 10 automatic debits bounce. Sara syncs installments and rejections with the insurers every day, builds the prioritized worklist and reaches out — under your signature, not a robot's.
Hi Marcela: the automatic debit for installment 7 of your car policy (Toyota Corolla · AB 123 CD) was declined by the issuing bank.
To keep your coverage up to date, you can settle it with the attached payment slip.
Sara is wherever your client already writes. Every channel talks to the same Sara: same conversation, same memory.
The main channel, where nearly all your clients already are. If it drops, it reconnects on its own.
primaryAs an alternative or a backup. The same Sara, with everything logged the same way.
alternativeEmbeds in your website or your management panel to handle inquiries straight from the web.
on your siteIf you run your own systems, we connect them so they can send and receive messages through Sara.
tailor-madeWhen Sara detects that an inquiry needs human follow-up, she opens a ticket in your panel — with priority, category and the full context of the conversation. As your team moves it through the stages, the emails go out on their own to the right broker and client.
Sara works across several channels and brings them into a single panel. Any conversation — a claim, a quote, a collection, a complaint — can become a ticket you can track.
Claim reports, quote requests, complaints about an installment, or inquiries that call for human intervention.
"I crashed my car, I need to file a claim"
Same agent, same log. Useful for clients who prefer Telegram, or as a backup channel if WhatsApp goes down.
"I want my May payment receipt"
Embedded in your website or the brokerage dashboard. When the bot escalates, the ticket reaches the panel with the visitor's context.
"I need a quote for a brand-new pickup"
Your own systems can open tickets automatically — for example, expiration notices or internal processes.
Expiration notice → ticket
open
Sara creates the ticket the moment she detects a conversation that requires action. The client, the channel, the type of request and the full chat context all go on record.
in_progress
A broker took the ticket and is working on it — coordinating with the insurer, assembling the file or replying to the client. Every update is logged.
resolved
The request was completed. The client got the answer, the document or the task done. It sits awaiting final confirmation.
closed
Ticket archived. It stays in the client's history and in the dashboard metrics. If they reach out again, the bot brings the context back.
wont_fix
The request doesn't proceed (wrong data, outside coverage, duplicate, etc.). It stays on record with a reason, for auditing — nothing gets deleted, nothing gets lost.
Based on the context and the type of request, she assigns it a priority. Your team decides who takes it and when to move it.
Hi team,
A new ticket was opened and needs action:
The client sent photos of the vehicle and the paperwork over chat. They're waiting for the claim number to be confirmed.
→ Open ticket in the dashboard— Sara · Sinaqia's assistant
You change how she behaves from a simple panel. Edit, save, and she starts using the new rules right away. No coding, no waiting.
Anthropic"Hi! I'm Sara…"ononhighonTwo ways to train Sara, both by writing in plain language — nothing technical to touch. Rules tell her what to do or say. Examples show her how you want it said. Save, and the very next inquiry already comes out that way.
Your brokerage's standing instructions. Sara honors them every time an inquiry touches on them, and they stay out of the way when they don't apply.
“If someone asks about roadside assistance, give them 0800‑333‑1234 and ask them to have their license plate handy.”
“Never assume something is covered if it isn't in the policy: say you'll check with the broker.”
You load a typical question and the model answer you'd like to hear. When a client asks something similar, Sara copies the tone, the length and the format — the facts always come from the actual policy.
Fourteen lines with the full technical breakdown, when the client only wanted to know if they were covered.
Three lines, in your words and with your way of closing the conversation. The same policy, told the way you would tell it.
No system replacement. We connect your portfolio, and the agent is trained with your instructions from the very first turn.
Credentials for SC, Sancor, Mercantil Andina and Federación Patronal. Automatic sync of policies, transactions and debt.
Name, greeting, tone and your brokerage's specific rules — you edit it all from the UI, without touching code.
Your clients write on WhatsApp. Sara resolves. You see everything on the dashboard and step in whenever you want.
Every conversation is on record: what the client asked, what Sara did and why. You have the full detail, always.
You open the panel and every conversation between Sara and your clients is right there, live: who wrote, what they asked and what she answered. It's a read-only view — Sara keeps working while you watch.
Each plan adds assistant features. Switch plans whenever you want and they activate instantly.
Try Sinaqia with your real portfolio, no strings attached.
For brokers who are serious about automating.
For organizations with tailored needs.
"We switched it on on a Tuesday. By Wednesday morning my phone had stopped ringing with the hail-and-deductible question. For me, that's two hours a day."
"The difference is that the bot reads the actual policy. It doesn't throw generic answers at you. If your client has an overdue installment, it flags it before talking about the coverage."
"A client sent me the photo of his crashed car at 23:48. Sara asked him for the license plate, confirmed the coverage and sent him the claim link. I found out in the morning."
Sinaqia wasn't born in a tech office. It was born inside an insurance brokerage, between stacks of policies and a phone that wouldn't stop ringing.
For more than 15 years, Juan Pablo "Pitu" Meyer and Fernando Moyano lived the true burden of the traditional broker: deep expertise buried under simple administrative inquiries and everyday bureaucracy.
Sharing office space made the daily friction obvious. Watching valuable energy drain into routine, Nicolás Estévez left his salaried job to turn that problem into code, bringing in Esteban Castañeda to lead the project's development and technical architecture.
"That was the spark: pairing the deepest field knowledge with state-of-the-art engineering to automate the everyday."
Today Sinaqia is more than software: it's the intelligent copilot designed from inside the industry to give every broker back their most strategic resource — their time. And Sara is its voice.
Two decades of insurance craft, and the engineering that turned it into Sara. This is the team behind Sinaqia.
We connect three of your policies to a demo. You ask the questions your clients ask you, and you watch how Sara answers.