• Customer Journeys
  • Acquisition
  • OnBoarding
  • Policy Management
  • Customer Service
  • Claims
  • Renewals
  • Customer Journeys ^10000

AI Insurance Automation

Digital assistants automate key customer interactions across their journey with your brand.

Our Suite of Digital AI Assistants

From acquisition to servicing to retention to claims processing, our Artificial intelligence insurance powered solutions use automation combined with virtual assistants to simplify key processes, achieve higher efficiencies and streamline operational costs while driving growth and loyalty.


Quote Assistant

Helping customers identify their coverage needs and providing a competitive, customized quote while responding to queries throughout the journey. Our quote assistant automates the workflow from an initial customer request for a quote to a final sale, with speed and ease.

Key Features

  • Web-/App- Assist
  • Multichannel
  • Personalized
  • Rich Media Capture
  • Live Chat Integration
  • Proactive Nurture
Quote Assistant Bot

Onboarding Assistant

The assistant automates the onboarding journey, clarifying coverage details with customers, supporting ease of document sharing, and answering queries along the way. Our onboarding assistant provides a seamless, faster and more efficient path to get customers up and running.

Key Features

  • Multichannel
  • Authentication
  • Document Capture
  • Document Validation
  • Payment
  • Secure Integration
  • Proactive Notifications

Policy Assistant

Customers wishing to make policy adjustments or to update their information can engage with this assistant. Whether it’s updating personal information or changing coverage limits, adding new members, coverages, or property, our policy assistant gathers information and makes adjustments.

Key Features

  • Multichannel
  • Authentication
  • Secure Integration
  • Document Capture
  • Signature Capture
  • Live Chat Integration
policy bot screen

Claims Assistant

The assistant responds to customers, helping them file a claim, gathering the required information for processing and updating them on claims status. Our claims assistant can recognize customer location, dispatch help, and re-engage with the customer throughout the complete claims process.

Key Features

  • Multichannel
  • Authentication
  • Secure Integration
  • Image Capture
  • Live Chat Integration

Customer Service Assistant

Handling different aspects of customer service, from FAQs to account management, status updates, billing issues, payments, and collections, customer service assistants automate routine service tasks and can handover to agents when needed.

Key Features

  • Multichannel
  • Authentication
  • Secure Integration
  • Inbound or Outbound
  • Live Chat Integration
Customer service

Renewals Assistant

This assistant proactively reaches out to customers as their policy renewal date approaches, alerting them to any change in pricing/coverage, and capturing new information and approval to renew. The renewals assistant can also provide offers and price-matching to retain defecting customers.

Key Features

  • Multichannel
  • Proactive
  • Authentication
  • Secure Integration
  • Live Chat Integration



Increased Conversions


Faster Onboarding


Decreased AHT


Call Deflections


Email Reduction

Test Drive a Digital Worker

Key Features

Document Upload


Artificial Intelligence

Human Handover


Call Deflection

Where Insurance Companies Can Benefit

The fastest and biggest win for any insurance company is that AI insurance bots can provide fast responses over email, chat, or phone calls for inquiries that are not considered urgent.

Sales & Marketing

Artificial Intelligence can be used to help insurance companies offer competitive and relevant quotes, as well as recommend products customers may find useful. Insurers will then be able to price policies based on individual needs so that those who need coverage the most don’t have to pay for anything they don’t want or won’t use – which might make them more likely to purchase a policy. This is good news; not only does it increase appeal among new buyers but also increases conversions.


The FBI estimates that over $40 billion per year is lost in non-health insurance fraud, which can cost families between $400-$700 a year. The trend of using AI to recognize fraudulent patterns and reduce claims will not only benefit insurance every insurance company but their customers as well. Machine learning used by insurers also helps them optimize risks and actuarial models for even more profitable products.

Insurance Industry Benefits

  • Call deflection
  • Faster claims processing
  • Ongoing artificial intelligence learning
  • Better customer experience
  • Real time answers for customers
  • Automate routine requests
  • Reduce employment costs
  • Fast business benefits


Digital AI insurance assistants are often depicted as being helpful, knowledgeable, and eager to help. Companies that use them for customer support find they can automate many of the tasks associated with interacting with customers, like claims processing – leaving more time available for human agents to provide personalized service or tackle higher level issues.

Whether your customers reach out via phone, email address, a contact form, or live chat for customer support — they increasingly want convenience and responsiveness. Waiting days without hearing back from an agent is not what today’s digital consumer expects when contacting a company online. Putting this expectation into practice by using AI insurance powered digital assistance at the forefront

Download our RFP Template and get the most out of your AI Insurance Digital Assistant Solutions

Close this Window