For finance & insurance
Qualify enquiries before your adviser calls.
Modus captures the first brief, answers approved general questions, books consultations and follows up on WhatsApp — while regulated advice, product suitability and decisions stay with your licensed team.
- Initial enquiry details captured consistently
- Advisers receive context before a consultation
- Follow-up does not rely on personal reminders
Today
What it looks like right now.
Advisers cannot reply while serving clients.
Unqualified enquiries consume the same time as serious prospects.
Policy, loan and documentation questions repeat in every chat.
Important follow-ups disappear into individual phones.
The agent
What it does on every enquiry.
Safe intake
Capture goal, product interest, city and preferred callback time without assessing suitability.
Approved information
Share only the general product and process material your compliance team has approved.
Consultation handoff
Route qualified enquiries to the appropriate adviser with their intake summary.
Visible follow-up
Keep post-consultation reminders and tasks in a shared pipeline, not a private chat.
In practice
How it runs.
- 01
Prospect enquires
WhatsApp enquiries receive an approved first response promptly.
- 02
Modus gathers the basics
It captures a short, relevant brief and identifies when an adviser is needed.
- 03
Licensed team advises
Your team handles recommendations and decisions with the conversation context available.
Questions we get asked
Can Modus provide financial or insurance advice?
No. It is for intake, approved general information, scheduling and handoff. Suitability, recommendations and regulated advice stay with licensed professionals.
Can we control the agent’s language?
Yes. Train it on approved business material and escalation rules; do not include unapproved claims or recommendations.
Can it book adviser calls?
Yes. It can capture availability and route or schedule a consultation according to your workflow.
Is sensitive data required?
No. Design intake around the minimum necessary information and move sensitive, substantive discussions to secure human-led channels.
Stop guessing which enquiries were worth it.
One agent works every lead on your own number and your website — and every deal it closes is traced back to what produced it. We handle the setup.