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Send insurance renewal and claim outreach with Gemini, WhatsApp and Twilio

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Created by: iamvaar || iamvaar
iamvaar

Last update

Last update 7 hours ago

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Quick overview

Youtube Video: https://youtu.be/7wos2lrvHHc?si=IAoZLBwHOSZCbBLR

This workflow runs daily and reads insurance Policies and Claims from Google Sheets, uses Gemini to draft customer outreach, sends messages via WhatsApp, Twilio SMS, or Gmail, creates follow-up tasks in HighLevel, logs activity back to Google Sheets, and posts escalation and digest updates to Slack.

How it works

  1. Runs every day at 9:00 AM (or manually for testing) and loads configuration values like the Google Sheets spreadsheet ID, messaging senders, and thresholds.
  2. Pulls Claims and Policies data from Google Sheets and classifies each policy/claim into renewal or claim follow-up actions based on expiry date, claim status, and staleness rules.
  3. Filters to actionable items, sorts by priority score, limits the batch size per run, and pauses briefly to rate-limit outbound messaging.
  4. Sends the case details to Google Gemini to generate structured WhatsApp, SMS, and email content plus priority, escalation flag, and an internal agent summary.
  5. Sends the generated message through the customer’s preferred channel using WhatsApp, Twilio SMS, or Gmail.
  6. Upserts the contact in HighLevel, creates a follow-up task, logs the outreach result to the Outreach_Log sheet, updates the Policies sheet with last contact details, and posts Slack escalation alerts and a daily run digest.

Setup

  1. Create a Google Sheets document with Policies, Claims, and Outreach_Log tabs and update the spreadsheet ID (and column names) in the workflow’s configuration.
  2. Add Google Service Account credentials with access to the spreadsheet, plus Gmail OAuth2 credentials for sending email.
  3. Add WhatsApp Cloud API credentials and set your WhatsApp Phone Number ID, and add Twilio credentials and set the Twilio “from” number.
  4. Add Google Gemini (PaLM) API credentials for the message generation step.
  5. Add HighLevel OAuth2 credentials for contact upserts and task creation, and add Slack credentials and set the target channel ID for escalation and digest messages.