A client sends a photo of their ID on WhatsApp. An AI agent extracts the details, the agent approves with one tap, and the client is created or updated in the policy system — with an automatic WhatsApp confirmation.
Typical results
~30 sec
from ID photo to policy system
−90%
data-entry errors
100%
of clients get an instant WhatsApp confirmation
Figures reflect typical results for this kind of automation.
The challenge
Onboarding a new policyholder meant manually typing ID details from photos sent over WhatsApp — slow, error-prone and easy to lose in a busy inbox.
Before and after
Time to onboard a new client
−90%Data-entry errors per 100 IDs
−90%Clients receiving instant confirmation
3.3×The automation
An AI agent now reads the ID photo, pulls the ID number, name and issue date, and shows the agent a one-tap approval. On approval the client is created or updated in the policy system and a registration form and confirmation go out automatically; if a field can't be read, the agent is flagged to retry.
How it works
- 01
ID photo arrives
The client sends a photo of their ID to the agency's WhatsApp number.
- 02
AI reads the ID
An AI agent extracts the ID number, full name and issue date from the photo.
- 03
One-tap approval
The agent reviews the extracted details and approves them with a single tap.
- 04
Client created in the policy system
On approval the client is created or updated automatically — no retyping, nothing lost in the inbox.
- 05
Instant confirmation
The client receives a registration form and a professional WhatsApp confirmation within seconds.
Starts from
- ID photo
Delivers
- Agent approval
- Policy system
- WhatsApp confirm
The impact
Onboarding that took minutes of typing now takes seconds with far fewer errors — and every client gets an instant, professional WhatsApp confirmation.
Questions about this automation
What happens if the ID photo is blurry or a field can't be read?
The AI step marks any field it can't read with confidence instead of guessing. The agent sees the flagged field in the approval view and can ask the client for a clearer photo on WhatsApp or type the missing value. Nothing is written to the policy system until the agent approves.
Which systems does the ID onboarding flow connect to?
It connects the agency's WhatsApp number, an AI extraction step and the policy system or CRM where client records live. The registration form and the confirmation message go back to the client over WhatsApp. The flow is usually built in Make, so other tools the agency uses can be added later.
Does an agent still check every new client?
Yes. The AI only prepares the record. The agent reviews the extracted ID number, name and issue date and approves with one tap, so a person signs off on every new or updated client. Simple automations like this are usually live within days once the WhatsApp number and the policy system are connected.