Sanitas, a health insurer in Spain, coordinated member reminders across WhatsApp, SMS, and Push, driven by a unified CDP and a Gen AI bot. Members stopped playing phone tag and started confirming.
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Insurance runs on two moments that matter and a long silence in between. indigitall fills the silence. Real-time behavioral triggers recover abandoned quotes and half-finished applications. Encrypted Push replaces the cost and fraud exposure of SMS for OTPs, claims alerts, and policy documents. AI resolves routine policy and claims questions instantly. One unified profile connects marketing, service, and claims across every channel. One platform. One view of every policyholder. Zero conversations lost between teams.
Insurance teams carry three problems no generic platform was built to solve. The cost and fraud exposure of SMS for verification and claims alerts. Quotes and applications abandoned at the exact moment intent peaks. And customer data spread across policy admin, claims, and the call center, so no team sees the whole policyholder. indigitall addresses all three from one platform. Encrypted Push kills the SMS cost line. Behavioral triggers recover abandoned quotes in real time. A CDP gives underwriting, marketing, service, and claims the same view of every customer.
OTPs, claims-status alerts, and policy documents delivered inside your trusted app. End-to-end encrypted. Phishing-resistant. No SIM-swapping exposure. No SMS-pumping risk.
The moment a customer exits a quote or a policy application, a behavioral trigger fires. Retargeting across Push, WhatsApp, and email brings them back before the price comparison window closes.
The indigitall CDP unifies identity across app, web, WhatsApp, broker, and call center. Underwriting, service, and claims work from the same record. Bundle signals surface at the right moment, not after the customer has already renewed elsewhere.
Coverage checks, claim status, document requests, payment scheduling, resolved instantly by an AI Agent trained exclusively on your data. Strict RAG on your content only. No public-LLM hallucinations, no data leaks. Human agents handle what only humans can.
SMS was built for text messages. It was not built to carry OTPs, claims alerts, or policy documents that contain personal, financial, and, for health lines, medical data. Some channels have structural vulnerabilities that no implementation can fix. So we never send sensitive insurance data on them.
Vulnerable to SIM swapping, phishing, and SMS pumping. A single SMS-pumping campaign can spike verification costs 300% overnight.
No guaranteed real-time delivery. No end-to-end encryption on most client implementations. Not acceptable for time-sensitive claims or payout notifications.
Platforms that cannot sign a data-processing agreement covering personal, financial, and health data are excluded from any sensitive flow.
End-to-end encrypted, delivered inside your trusted app. Lock-screen content masked until biometric authentication. Phishing-resistant by architecture.
Two-way messaging inside the authenticated app. No preview exposure. Full audit trail for claims and policy correspondence.
End-to-end encrypted by Meta. Acceptable for non-OTP policy and service communications. indigitall holds Meta Business Partner Tier 1 status.
Pick a journey to see how it plays out across every channel — behavioral triggers, AI personalization, and a live phone preview showing exactly what the policyholder receives at each step.
Sanitas, a health insurer in Spain, coordinated member reminders across WhatsApp, SMS, and Push, driven by a unified CDP and a Gen AI bot. Members stopped playing phone tag and started confirming.
BCP used Web Push Retargeting to recover customers who abandoned applications mid-form, targeting them with behavioral segmentation at the exact stage of dropout. The direct analog to insurance quote abandonment.
ABANCA deployed a generative AI bot trained exclusively on proprietary content. Customers get instant answers, without the risk of hallucination or data leakage to a public LLM. The model for insurance policy and claims FAQ.
Source: indigitall production data — Sanitas (health insurer, Spain), BCP and ABANCA (financial services), 2026.
See More Success StoriesSource: indigitall production data. Sanitas and Vithas (health, Spain), BCP and ABANCA (financial services), 2026. SMS cost reduction is a case-study median across financial services deployments.