Reduce follow-up delays, eliminate manual tasks, and free your customer service teams & producers
Trusted by Fortune 100 Companies & top 50 carriers in the USA
Advanced Voice AI Agent to automate inbound and outbound calls
Full suite of digital tools including Live Chat, Co-Browsing and Video Call for Millennial and Gen Z customer base
Easier for agencies to crawl, walk or run with digital or AI adoption
Battle-tested across the full spectrum of agency interactions, from initial contact to policy renewal and claims support.
Turn inbound leads into bound policies with guided coverage recommendations, instant quote comparisons, automated follow-ups, and seamless onboarding.
Capture first notice of loss with incident details, documents, and carrier requirements while keeping claimants informed with status updates.
Effortlessly manage high volume calls with Voice AI including but not limited to after-hour calls, peak-time overflow, routine queries, and voicemails.
Generate accurate, customized Certificates of Insurance (COIs) instantly using policy data and holder information.
Provide 24/7 help regarding ID cards, billing questions, endorsements, document requests and policy servicing - escalating only complex issues to a human CSR.
Let Voice AI Agent pre-qualify prospects, confirm appetite fit and schedule producer appointments to boost conversion rates.
Send automated, personalized renewal notices and coverage summaries across phone, text, chat, email - helping clients avoid lapses and ensuring timely actions.
Automatically update AMS/CRM systems and carrier portals with client info, notes, documents and policy changes.
Provide accurate responses to common insurance questions (e.g., “What does liability cover?, “Is water damage included?”, “How do deductibles work?”) - improving service availability and consistency.
Automate premium and payment collection, invoice generation, and reconciliation. Give more time to your staff for strategic work like client relationships or upselling.
See how AI streamlines inbound and outbound communications across chat, voice, text and email while maintaining full compliance.
Conversational AI can automate and streamline claims submissions & status updates, adjuster workflows, distribution, underwriting, billing, payment, policy management and customer service. It also supports agents (acting as a Copilot or AI Agent Assist) by offering real-time guidance to maximize their productivity.
Yes. AI can handle and scale instantly to manage spikes in volume – handling thousands of claims calls or chats simultaneously. This ensures policyholders receive immediate updates while freeing human agents to focus on complex cases during CAT seasons.
For routine, high-volume tasks such as verifying policy details or providing claims status – AI consistently outperforms humans in speed and accuracy, while reducing errors caused by fatigue or manual entry. Humans remain critical for empathy and judgment in complex scenarios.
Floatbot.AI supports 100+ languages across text and voice, enabling insurers to serve diverse customer bases globally. This includes regional dialects, so customers can interact in the way that feels most natural to them.
Agent M, Floatbot’s proprietary LLM, actively monitors and verifies responses from AI, correcting or rejecting any inaccuracies. By applying strong guardrails, Agent M keeps AI aligned with defined goals, ensuring their behavior and output remain accurate, consistent and purpose-driven. Unlike general-purpose AI, it’s grounded in verified insurance data and workflows, minimizing the risk of hallucinations.
Floatbot.AI follows industry-leading security standards (SOC 2, ISO 27001, GDPR, HIPAA where applicable). All data is encrypted, access-controlled and auditable. Additionally, workflows are built to comply with insurance-specific regulations such as NAIC model laws and state-level privacy requirements.
No. AI is augmenting, not replacing, human teams. It handles repetitive, high-volume tasks so agents can focus on empathetic, judgment-driven work. Insurers are using AI to improve efficiency, customer experience and employee satisfaction – not to remove the human element.
