Answer, route, and log all incoming customer interactions across voice and digital channels, handling every query with AI receptionist for insurance
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
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
Automatically capture every prospect and qualify them in real time, logging all details directly into your CRM.
Unlock quote to bind automation – structure new business requests efficiently to generate and deliver accurate quotes faster
Gather all relevant information from new business or service inquiries, log tasks in the CRM and schedule timely follow-ups.
Handles First Notice of Loss submissions via voice, SMS, chat, or text, capturing error-free data 24/7 to streamline initial claims filing.
Provides real-time claim progress updates and support to policyholders, reducing inquiry volumes and operational costs.
Scales for high-volume or catastrophe scenarios handling up to 80% automation efficiently.
Offers compliant, hallucination-free interactions with seamless humanagenthandoff when needed.
Built for the unique complexities of insurance agency & broker operations. Makes sure data flows, tasks trigger, and delays disappear.
Side-by-side analysis of terms, limits, and pricing to find the optimal placement for every client.
Instant, branded proposals that pull data from multiple sources to tell a compelling risk story.
Systematic auditing of current programs to identify hidden exposures and cross-sell opportunities.
Digitizing applications and structuring data for carrier portals without manual entry.
Deep-level audit of policy forms and endorsements to ensure compliance with client requirements.
High-level executive summaries that make complex programs easy for clients to understand.
Deeper tech, built with 500K lines of code. FloatGPT, proprietary LLM delivers enterprise-grade performance with zero hallucinations.
Automated verification of issued policies against bound quotes to catch carrier errors immediately.
Instant COI issuance for contractors and clients, removing the 24-hour wait time.
Automated Statement of Values auditing to ensure property schedules are accurate year-over-year.
Managing mid-term changes, vehicle swaps, and driver adds with zero-touch automation.
Ongoing compliance tracking and renewal of inbound certificates from third-party vendors.
AI Workspace that supports producers and CSRs in real time - improving speed, decisions, and consistency across your agency.
+80%
Increase in Retention
0%
Missed Calls
-60%
Service Request Processing Time
-50%
Time-to-Quote
-25%
Cancellations
24/7
Availability
Accelerate multi-channel FNOL intake seamlessly on Voice, Chat, SMS, Email while keeping human-in-the-loop.
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.
