Use cases/AI Sales Chat Assistant/Financial & Insurance
AI Sales Chat Assistant · Financial & Insurance

Convert every visitor into a booked meeting — 24/7, in their language, with compliance-safe answers.

Purpose-built for financial & insurance businesses — advisors, brokers, agents. Live in minutes, on your website and as an embed.

Financial & Insurance — AI Sales Chat Assistant
Financial & Insurance
Advisors, brokers, agents
The pain today
  • Enquiries at night & weekends go unanswered
  • Advisors buried in FAQ, not selling
  • Non-English prospects underserved
With MAZ Assist
  • Instant answers on plans, tax & eligibility
  • Captures name, phone, goal & ticket size
  • Books qualified meetings on the calendar
Sample conversation

How a real financial & insurance conversation runs

  1. 1

    Instant reply the second a visitor lands on your financial prospects site.

  2. 2

    Asks 3–5 qualification questions tailored to financial prospects.

  3. 3

    Answers questions using your website, brochures & knowledge base.

  4. 4

    Books the meeting in your calendar and captures phone + email.

Live embed preview

See exactly how it looks on a real website

Drop one line of code and AI Sales Chat Assistant appears on your site — same behaviour on your MAZ page and on your own domain. Switch demo sites to see it float over different layouts.

// paste before </body>
<script src="https://www.mazassist.com/embed.js" data-slug="your-business" data-product="chat"></script>
acme-realty.com
Acme Realty

Premium apartments in downtown Dubai

3 & 4 BR · Handover 2026

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Chat · Sana
Hi 👋 I'm Sana. Ask me anything about this business.