Trusted by Carriers, MGAs, Agencies, Brokers, and TPAs
Where We Empower
AI for Insurance Agencies: Always-On Service at Scale
- Conversational AI
- Voice AI Agent
- Chat AI Agent
- SMS & Text AI Agent
- Email AI Agent
- Real-Time Assist
- AI Workspace
- AI Copilot
- Omni-Channel Collaboration
- Document & Data Intelligence
- Enterprise Knowledge Search
- Autopilot & Workflow Automation
- AI WorkFlows
- Summarize emails and attachments in seconds
- Index and classify emails with custom business rules
- Route and prioritize support tickets automatically
- Extract key data from documents with high accuracy
- Add human approvals (HITL) wherever required
- Keep operations running 24/7
AI virtual receptionist that answers every insurance agency call 24/7, takes payments and shares policy documents.
Automate Customer Service & Protect Renewals
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24/7 Customer Interaction & Call Handling
Answer, route, and log all incoming customer interactions across voice and digital channels, handling every query with AI receptionist for insurance
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Automated Policy & Billing Support
Handle high-volume customer requests such as payments, policy document access and coverage-related questions with accurate responses, powered by AI receptionist for insurance agencies
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Proactive Customer Engagement & Growth
Reach out to customers for renewals, prevent cancellations, and drive new business through timely follow-ups and personalized engagement with AI receptionist for insurance brokers
AI Insurance Agent for Sales and Service
Boost Sales & Quote-to-Bind Efficiency
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Lead Capture and Qualification
Automatically capture every prospect and qualify them in real time, logging all details directly into your CRM.
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Streamlined Quote Delivery
Unlock quote to bind automation – structure new business requests efficiently to generate and deliver accurate quotes faster
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Context-Aware Follow Up
Gather all relevant information from new business or service inquiries, log tasks in the CRM and schedule timely follow-ups.
AI Claims Specialist
Streamline Claims & Accelerate Resolutions
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FNOL Automation
Handles First Notice of Loss submissions via voice, SMS, chat, or text, capturing error-free data 24/7 to streamline initial claims filing.
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Status Updates
Provides real-time claim progress updates and support to policyholders, reducing inquiry volumes and operational costs.
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Scaling
Scales for high-volume or catastrophe scenarios handling up to 80% automation efficiently.
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Fallback & Compliance
Offers compliant, hallucination-free interactions with seamless humanagenthandoff when needed.
AI Agents for Insurance Agencies: Unleash Intelligent
Built for the unique complexities of insurance agency & broker operations. Makes sure data flows, tasks trigger, and delays disappear.
Pre-Bind and Growth Workflows
Quote & Policy Comparison
Side-by-side analysis of terms, limits, and pricing to find the optimal placement for every client.
Proposal Generation
Instant, branded proposals that pull data from multiple sources to tell a compelling risk story.
Coverage Gap Analysis
Systematic auditing of current programs to identify hidden exposures and cross-sell opportunities.
Submission Intake
Digitizing applications and structuring data for carrier portals without manual entry.
Contract Analysis
Deep-level audit of policy forms and endorsements to ensure compliance with client requirements.
Insurance Summaries
High-level executive summaries that make complex programs easy for clients to understand.
Post-Bind and Policy Operations
Loss Run Analysis
Deeper tech, built with 500K lines of code. FloatGPT, proprietary LLM delivers enterprise-grade performance with zero hallucinations.
Policy Checking
Automated verification of issued policies against bound quotes to catch carrier errors immediately.
Certificate Generation
Instant COI issuance for contractors and clients, removing the 24-hour wait time.
SOV Comparison
Automated Statement of Values auditing to ensure property schedules are accurate year-over-year.
Endorsement Processing
Managing mid-term changes, vehicle swaps, and driver adds with zero-touch automation.
Certificate Management
Ongoing compliance tracking and renewal of inbound certificates from third-party vendors.
Reclaim 40% of Your Agency’s Productive Hours
AI Workspace that supports AI for insurance agents, producers and CSRs in real time - improving speed, decisions, and consistency across your agency.
Sales Execution for Producers | Service Efficiency for CSRs
- Real-time AI assist across calls, chat, and email with notes, compliance prompts, and live translation
- Omnichannel collaboration with chat, SMS, co-browsing, and seamless upgrades to voice or video - enabling smooth communication between producers and underwriters
- AI co-pilot for staff to answer questions, surface insights, and automate everyday tasks
- Intelligent document processing to extract, compare, summarize, and structure data instantly
- Unified enterprise search across policies, claims, knowledge, and compliance documents
- Unlock autopilot workflows, powered by AI receptionist for insurance, to handle support, scheduling, and follow-ups end-to-end
Unlock Your Agency's Growth Potential
+80%
Increase in Retention
0%
Missed Calls
-60%
Service Request Processing Time
-50%
Time-to-Quote
-25%
Cancellations
24/7
Availability
Watch Intelligent Claims Automation at Work
Accelerate multi-channel FNOL intake seamlessly on Voice, Chat, SMS, Email while keeping human-in-the-loop.
Voice AI | Insurance Payments | AI Agent LEXI
Readily Connects with Tech Stack
What Our Customers Are Achieving
FAQs
Floatbot's AI receptionist answers every call instantly, qualifies the intent, and captures lead details in real time. High-value opportunities are either handled immediately or routed to agents with full context—ensuring faster conversions and zero missed opportunities.
AI ensures you never miss a lead by handling every inbound call and inquiry instantly. Faster responses, automated follow-ups, and seamless customer journeys help improve conversion rates and drive more policy sales.
AI is designed to support your team, not replace them. It handles repetitive and high-volume tasks, allowing your agents to focus on complex cases and high-value interactions.
Yes, Floatbot is built with enterprise-grade security and compliance in mind, ensuring all customer interactions and data handling meet industry standards.
Floatbot integrates with CRMs, policy administration systems, claims platforms, and contact center solutions, ensuring a seamless workflow without disrupting your existing setup.
With Floatbot's no-code/low-code platform, insurance agencies can deploy AI agents quickly—often within weeks—depending on the use case and integrations required.
Agencies typically see reduced operational costs, increased efficiency, and improved conversion rates. AI helps handle more volume with fewer resources while enhancing customer experience.
Most agencies start seeing impact within weeks—through reduced missed calls, faster response times, and improved conversion rates—leading to both cost savings and revenue uplift.
An AI virtual receptionist is a voice AI agent that answers every agency call 24/7. It takes payments, sends policy documents, answers coverage questions and books appointments, then logs each call to your CRM. Complex calls go to a licensed agent with full context, so you get 0% missed calls.
AI helps insurance agents grow their book by capturing more leads, quoting faster and retaining more clients. Floatbot qualifies inbound leads in real time, gathers quote details and runs renewal and cross-sell outreach. Agencies have seen 50% faster time to quote and 80% higher retention.