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Insurance
A leading insurance provider partnered with us to modernize how they interact with customers and field agents. The goal was to reduce friction in the policy selection, registration, and payment process, while offering a more intelligent, scalable support experience available 24/7.
Our Solution
We built a multi-functional AI agent that streamlined the entire insurance journey for both brokers and customers.
Key Capabilities
- A broker-assist AI interface that allowed external agents to query policy information, compare products, and get instant answers ,without logging into multiple portals
- A scenario-based policy recommendation flow for customers, offering personalized suggestions based on inputs like age, income, and needs
- Premium payment gateway integration within the chat interface, enabling real-time policy purchase and reminders
- End-to-end KYC and onboarding automation, allowing customers to submit documents and complete registration within minutes through the AI agent
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