Insurance bots

Proactively engage members, agents, and providers, simplify your interaction with them, and save on the bottomline.

Bots for customers:

Insurance Shopper

Insurance Shopper

Insurance Shopper helps members sift through the myriad policy options based on their risk profile and coverage needs, and recommends the most appropriate product to start with.

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Onboarding Assistant

Onboarding Assistant

Onboarding Assistant helps members quickly finish onboarding, find in-network physicians, and better understand their plan coverage.

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Claims Advisor

Claims Advisor

Claims Advisor helps members understand how the claims process works, and assists them in filing new claims and following up on existing claims.

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Bots for employees:

Lead & Activity Manager

Lead & Activity Manager

Activity & Lead Manager helps field sales staff plan their prospecting activities and customer visits as well as effortlessly update their CRM with lead notes and visit reports from their smartphone.

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Endorsement Assistant

Endorsement Assistant

Endorsement Assistant helps Agents address customer requests such as policy amendments, coverage additions, and policy surrender requests.

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Agent Sales Assistant

Agent Sales Assistant

Agent Sales Assistant quickly onboards agents, provides information on current sales incentives, and helps agents assess how their commissions are stacking up.

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