5/5 in G2 ★★★★★
AI Phone Agents for Insurance
Automate policy questions, claims intake, renewals, and follow-up calls while keeping customers connected to the right team.
PolicyWorksCoverlyNESTBrightClaimAegisSurePathNorthstarRisklineVerity
Policy Support
Renewal Follow-Up
Licensed Handoffs
Claims Intake
Policy Support
Renewal Follow-Up
Licensed Handoffs
ReviewsSee What Customers
See What Customers
Say About Us
✓
Cleaner Claims Intake
Insurance teams receive structured incident details, caller information, and urgency signals before review begins.
✓
Licensed Staff Protection
Coverage interpretation, advice, and exceptions are escalated to licensed team members instead of being handled loosely.
✓
Renewal Follow-Up Support
Policyholders get timely reminders and confirmations while complex renewals stay visible to your team.
"Claims calls arrive with the core facts already organized, which gives adjusters a faster first move."
Priya Raman
Claims Operations Manager, BrightClaim
"We use AI phone agents for follow-up and routing while keeping licensed conversations with licensed people."
Jon Ellis
Agency Principal, SurePath
Enhance Insurance Service And Offload Tasks With AI Phone Agents.
phone customer call in
Introduction
Ask their inquiry
User has specific request
Route
Send to right workflow
Claims
Capture claim details before your team takes over
✓
Gather structured information
Collect incident details, contact information, and urgency signals in a consistent format.
✓
Send clean summaries
Route call summaries into the claim workflow so staff can act without replaying recordings.
Escalation Rule
Policy Support
Answer routine questions and escalate licensed work
✓
Keep common calls moving
Handle status questions, document requests, and simple routing without creating a queue.
✓
Protect regulated conversations
Move advice, coverage interpretation, and exceptions to the right licensed staff member.
Schedule Follow-Up
Call summary
Owner
Next action
Timezone
A new follow-up has been scheduled.
Renewals
Reduce missed follow-ups and renewal delays
✓
Confirm details by phone
Reach policyholders with reminders, confirmations, and next-step prompts.
✓
Prioritize high-value cases
Flag urgent renewals and complex claims for fast human follow-up.
Integrations
Integrate With Your Existing Stack
Connect call summaries, routing outcomes, and follow-up tasks to the tools your insurance team already uses.
GuGuidewire
ApApplied Epic
DuDuck Creek
SaSalesforce
HuHubSpot
ZeZendesk
DoDocuSign
SlSlack
GuGuidewire
ApApplied Epic
DuDuck Creek
SaSalesforce
HuHubSpot
ZeZendesk
DoDocuSign
SlSlack
Don't have developer resources? Find a certified partner to help.
FIND A PARTNERPricing
Cut Costs By 90% With AI Phone Agents
Scale phone coverage for routine calls, after-hours demand, and follow-up work without compromising service quality.
Pay as you go
$0 to start.
- ✓$0.07-$0.12 per minute - Pay only for what you use.
- ✓60 mins of free access.
- ✓20 concurrent calls.
- ✓10 Free Knowledge Bases.
$
Enterprise Plan
For companies with large call volumes, custom workflow needs, or dedicated support requirements.
- ✓White glove service for your use case.
- ✓Premium support with dedicated solution engineer teams.
- ✓Custom pricing and concurrent calls based on your needs.
F.A.Q
Questions & Answers
All accounts include a 60-minute free trial.
Can AI agents help with insurance claims intake?v
AI Voice Platform can automate routine insurance calls, collect context, and hand off complex requests to your team with clear summaries and routing rules.
Can policy questions be escalated to licensed staff?v
AI Voice Platform can automate routine insurance calls, collect context, and hand off complex requests to your team with clear summaries and routing rules.
Can voice automation support renewal reminders?v
AI Voice Platform can automate routine insurance calls, collect context, and hand off complex requests to your team with clear summaries and routing rules.
Can call outcomes sync with insurance workflows?v
AI Voice Platform can automate routine insurance calls, collect context, and hand off complex requests to your team with clear summaries and routing rules.
More questions? Visit our docs