AI agent for insurance
Policyholders call about the same coverage questions, claims processes, and renewal timelines. Deploy AI grounded in your policy documents to handle quote generation, claims filing guidance, policy comparisons, and renewal reminders—cutting call center volume while keeping every interaction auditable.
7-day free trial · Cancel anytime
Use cases
Features
Policy support
without the wait
Give policyholders instant answers grounded in your coverage documents.
Policy grounding
Answers from your policy documents, coverage terms, and FAQs.
Secure handling
Zero data sharing with model providers. Full isolation.
Quote capture
Collect details from prospects seeking new policies.
Claims logging
Full conversation history for claims review and audit.
From quote
to renewal
Support policyholders across the entire insurance lifecycle with automated, accurate responses.
Quote generation
Collect prospect details and guide them through preliminary quote steps.
Claims filing guidance
Walk policyholders through claims submission with required documentation.
Policy comparison
Help prospects compare coverage options grounded in your product data.
Renewal reminders
Proactively engage policyholders approaching renewal dates.
Claims analytics
Track inquiry patterns to optimize claims processes and FAQ content.
What you get
in production
Outcome-focused benefits you can measure in support, sales, and operations.
- Faster answers with controlled knowledge scope
- Less time searching policies and internal docs
- More consistent explanations across the team
- A clear audit trail of what users asked