πŸ€– SmartFAQAssistant by Aureus Automation Pte Ltd
CONFIDENTIAL PROPOSAL
πŸ›‘οΈ Exclusive Insurance Agency Partnership

Help Every Advisor in Your Team
Close More, Retain More
on WhatsApp

A private AI-powered WhatsApp platform built exclusively for your agency β€” so every advisor responds to prospects instantly, nurtures their client book automatically, and never lets a renewal or relationship slip through the cracks.

The Problem Every Insurance Director Knows

Your advisors are working hard β€” but they're losing business at three critical moments:

⏱️

Slow response loses the prospect

A referral messages at 9pm asking about term life coverage. Your advisor replies the next morning. By then, the prospect has already spoken to someone else. Speed wins in insurance.

πŸ”

Advisors spend time on education, not closing

"What's the difference between term and whole life?" "What does critical illness cover?" "How much coverage do I need?" Advisors answer these before they can even start selling.

πŸ“‰

Clients drift when they feel forgotten

Between annual reviews, clients hear nothing. When renewal time comes or a friend asks for a recommendation β€” they can't remember their advisor's name. Relationships need nurturing.

THE SOLUTION

Your Agency's Own Private AI Platform

We deploy a dedicated AI WhatsApp assistant for each of your advisors β€” all under your agency's brand, managed from a single dashboard you control. Each advisor gets their own 24/7 AI that educates prospects, qualifies leads, captures contacts, and keeps their entire client book warm automatically.

βœ…
Instant 24/7 prospect response
Every enquiry answered in under 3 seconds β€” day or night
βœ…
Your agency brand, everywhere
Every bot carries your agency name β€” not a third-party tool
βœ…
Pre-qualifies prospects automatically
Educates on products, captures name, number, and coverage interest before the advisor steps in
βœ…
AI birthday & anniversary greetings
Personalised messages to every client on birthdays and anniversaries β€” automatically
βœ…
Multi-language support
Replies in English, Mandarin, Malay, Tamil automatically β€” no setup needed
βœ…
Director oversight dashboard
See every advisor's leads, activity, and bot status from one central view

What Your Advisors Experience

Each advisor gets their own WhatsApp AI that works while they sleep, meets, and close deals.

πŸ“± Advisor's WhatsApp β€” qualifying a prospect at midnight
πŸ›‘οΈ
David Tan β€” AIA Financial AI
● Online 24/7
Hi, my friend referred you. I'm looking for term life insurance for my family. How does it work?
πŸ€–
Hi! πŸ‘‹ Great that your friend connected us. Term life pays a lump sum to your family if something happens to you during the coverage period β€” it's the most affordable way to protect your loved ones. May I ask your age and if you have any existing coverage? That helps David recommend the right plan. 😊
I'm 34, no existing coverage. I have 2 kids.
πŸ€–
Got it β€” with 2 young children, coverage is really important. I've noted your details and David will reach out to suggest a suitable plan. What's the best time for a call β€” tomorrow morning or afternoon? πŸ“‹
Prospect qualified Β· David notified instantly βœ“
πŸŽ‚ AI greeting to an existing client β€” leads to a referral
πŸ›‘οΈ
David Tan β†’ Mrs Wong (existing client)
Today 9:00 AM Β· Sent automatically
πŸ€–
Happy Birthday, Mrs Wong! πŸŽ‰ Wishing you a wonderful year ahead filled with health and happiness. It's been a pleasure protecting what matters most to your family. Warmly, David from AIA πŸ›‘οΈ
Thank you David! My daughter just started working, she needs insurance too. Can you help her?
One greeting β†’ one warm referral βœ“
πŸ† YOUR RECRUITMENT EDGE

The Tool That Makes Top Advisors Choose Your Team

Experienced advisors have a choice of who they work under. When you sit across from a high-performer and say "Every advisor on my team gets their own AI WhatsApp assistant β€” it handles after-hours enquiries, pre-qualifies leads, and keeps your entire client book warm with personalised greetings. No other team in Singapore offers this" β€” that is a conversation-ending advantage that closes the recruit before they even ask about commission splits.

24/7
Lead response β€” while other advisors sleep
0
Prospects lost to slow follow-up
100%
Client book stays warm β€” more referrals

What's Included in Your Agency Platform

We handle everything β€” you focus on growing your team.

πŸ–₯️
Dedicated Private VPS Server
Your own cloud server β€” no shared infrastructure with other agencies. Your data stays private.
πŸ€–
AI Bot per Advisor
Each advisor gets their own WhatsApp AI, trained on your agency's products and FAQs
πŸ“Š
Director Dashboard
Monitor all advisors' bots, leads, and activity from a single management view
🎨
White-Label Branding
Every bot carries your agency name β€” clients see your brand, not a third-party tool
πŸŽ‚
AI Greetings Module
Personalised birthday and anniversary messages to every advisor's client list
🌐
Multi-Language AI
Auto-detects and replies in English, Mandarin, Malay, Tamil β€” serves Singapore's full demographic
πŸ”§
Full Setup & Onboarding
We configure everything. Advisors just scan a QR code to go live β€” no tech knowledge needed
πŸ”„
Ongoing Maintenance & Updates
New features and updates handled by us β€” your platform always stays current

Investment

Simple, transparent pricing. No hidden fees. Cancel anytime.

AGENCY STARTER
SGD 500/month
+ SGD 5,000 one-time setup
  • βœ“ Up to 8 advisors
  • βœ“ All features included
  • βœ“ Director dashboard
  • βœ“ Dedicated VPS hosting
  • βœ“ White-label branding
  • βœ“ Setup in 3–5 days
~SGD 62/advisor/month
MOST POPULAR
AGENCY PRO
SGD 800/month
+ SGD 8,000 one-time setup
  • βœ“ Up to 15 advisors
  • βœ“ All features included
  • βœ“ Director dashboard
  • βœ“ Dedicated VPS hosting
  • βœ“ White-label branding
  • βœ“ Priority support
  • βœ“ Setup in 3–5 days
~SGD 53/advisor/month
AGENCY ENTERPRISE
SGD 1,200/month
+ SGD 12,000 one-time setup
  • βœ“ Up to 30 advisors
  • βœ“ All features included
  • βœ“ Director dashboard
  • βœ“ Dedicated VPS hosting
  • βœ“ White-label branding
  • βœ“ Dedicated account manager
  • βœ“ Custom onboarding flow
~SGD 40/advisor/month

πŸ’° The ROI Is Undeniable

A single life insurance policy in Singapore earns an advisor SGD 1,500–8,000+ in first-year commission. If this platform helps each advisor convert just one additional prospect per quarter by responding faster and staying top-of-mind β€” the platform pays for itself many times over. And every birthday greeting that generates a referral is pure upside. This is not a cost. It is a revenue multiplier.

Why Aureus Automation

πŸ‡ΈπŸ‡¬

Built for Singapore

Multi-language, SGT support hours, Singapore-focused. We understand the Singapore financial advisory market.

⚑

Already live and proven

This is not a prototype. The platform is already running live bots for businesses in Singapore, handling real leads every day.

πŸ”’

Your data stays yours

Client data stored on your private server. Full data ownership β€” export anytime. No lock-in contracts.

Let's Run a Pilot With Your Team

Schedule a 30-minute demo. I'll show you the platform live and we can set up a pilot for 2–3 of your advisors so your team can experience it firsthand β€” before you commit to anything.

Philip Chua Β· Aureus Automation Pte Ltd Β· +65 8778 4828

Β© 2026 Aureus Automation Pte Ltd Β· Singapore Β· smartfaqassistant.com

This document is confidential and intended solely for the named recipient.