
InsureBot
A specialized insurance chatbot built on our Agentic Chatbot framework, with direct connectivity to policy databases, claims systems, and billing engines for real-time support.
Client Pain Points
- High call center volumes for simple inquiries
- Policyholders frustrated by long hold times
- Lack of 24/7 self-service options
Core Features & Benefits
Feature | Benefit |
---|---|
CRM & Policy DB Integration | Instant access to claim status, coverage details, payment history |
Live Agent Escalation with Transcript Handoff | Minimizes customer frustration when bots can’t resolve queries |
Multi-language Support & Localization | Serve diverse policyholder base without additional staffing |
All Agentic Chatbot Analytics & Takeover Features | Maintain governance and quality across conversations |
Technical Integration
- Pre-built connectors for Salesforce, MS Dynamics, and custom CRM APIs
- OAuth2.0 security and GDPR-compliant data handling
- Webhooks for event-driven notifications (e.g., new claim updates)
ROI Metrics
- 40% reduction in simple inquiry call volume
- 24/7 support leading to 15% increase in NPS
- 60% automation of routine billing and policy queries


