Automating
  • 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, our AI 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.

Aquisition
Operations
Service
Retention
Quote
Onboarding
Policy
Claims
Service
Renewals

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

Results

20%

Increased Conversions

10x

Faster Onboarding

40%

Decreased AHT

30%

Call Deflections

80%

Email Reduction

Test Drive a Digital Worker

Key Features

Document Upload

Omnichannel

Artificial Intelligence

Human Handover

Integration

Call Deflection

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

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