AI customer service for insurance brokers and carriers
Automate your brokerage's customer service with an AI agent that checks policies, quotes, manages receipts and claims and serves your clients by phone, WhatsApp and web 24/7, logging everything in your ERP.
Atención por voz, WhatsApp y email
- Voz
The problem
Call spikes during renewals and mass claims (hail, floods) that overwhelm the office.
Book-of-business churn from not warning clients about renewals in time.
Leads going cold because they aren't answered fast enough.
What it solves
24/7 policy lookups
Coverage, due dates, receipts and contract data by phone, WhatsApp and web.
Quoting and estimates
Collects the information and calculates or prepares the insurance quote.
Receipt management
Handles outstanding receipts and collections automatically.
Data changes
Updates client or policy data and logs it in your ERP.
Claim filing and follow-up
Collects the claim details and logs them in your system for processing.
Renewal reminders
Outbound calls and messages to flag due dates and prevent book-of-business churn.
Lead qualification
Filters and collects prospect data before handing them to an agent.
Cross-selling
Spots opportunities to extend coverage or fit the right products to the client.
AI voice agent: phone support that never hangs up
Automate your company's phone support with an AI voice agent that speaks naturally, handles and makes several calls at once, and resolves your customers' queries by phone 24/7, in multiple languages.
Inbound calls
Answers every call instantly and simultaneously, with no waits or queues no matter how many come in at once. It answers questions, handles queries and hands over to a person when needed.
Outbound calls
Makes multiple calls in parallel for appointment reminders, follow-ups and campaigns automatically, freeing your team from repetitive calls.
Multilingual
Serves each customer in their own language, expanding your reach without hiring extra staff per language.
Integrated with your systems
Records and looks up information in your CRM or ERP during the call, as long as they offer integration.
The voice agent answers and makes several calls at once, so a mass claim or a renewals campaign won't overwhelm your office: no client waits and no call is lost.
The agent logs every action (lookups, quoting, receipts, data changes, claims) in your ERP or management system in real time, provided it offers integration options (API or similar).