Insurance
Build stronger relationships and increase customer lifetime value with a trusted AI agent.
Why it matters
Manual claim updates and policy lookups create delays, increase call volume, and pull agents away from complex cases.
Features
Coverage, deductibles, eligibility, renewal rules.
Instant answers from core systems.
Edge cases routed to agents with full context.
Notify customers of missing docs, approvals, payments.
Edge cases routed to agents with full context.
Communication process consists of four steps:
Verify policy number or claim ID
Connect to core claims/policy systems
Share current status + next steps, explain policy rules
Smooth handoff if exception or low confidence
Claims management, policy admin, payments, custom APIs.
Intercom, Zendesk.
Web portal, patient app, WhatsApp, Messenger, Telegram, phone/IVR.
Coverage rules, FAQs, process docs.
68%
Solution rate
99%
CX satisfaction
Extra.ge
52%
Fewer tickets
100%
CX satisfaction
Spega Medical
84%
Solution rate
3 secs
First response time
Crystalbet
Outcomes
Higher conversion rate
On assisted policy sales
Reduced drop-off
During quote/application
Faster onboarding
Fewer inbound questions
Higher CSAT
And customer trust
