The Cost of Disjointed Support
Errors, Longer Handle Times, Missed Opportunities
- Language barriers slow down interactions.
- Past conversations are hard to track.
- Note-taking eats up valuable time.
- Answers are hard to find quickly.
- Extracting info from emails or attachments is slow and error-prone.
- Comparing large documents takes too much time.
Who Benefits from FloatSpace
Investigators
Launch and Collaborate with AI Agents
- Document queries-turn hundreds of pages into quick answers
- Document Extraction, Summarization, Comparison and Organization
- Admin work-follow-up with claimant for missing documents, summarize notes in claims file, schedule appointments or send reminders to claimants
- Live Translation-replace expensive 3rd parties with AI translation, available in 100+ languages
- Automate note taking, summarize notes and push to system of record
- Real-time Call, Chat, Email Assist: Next best action, knowledge-base AI, real-time nudges and suggested actions based on dialogue
- Co-browsing, Audio-Video Call: Increase first call resolution with co-browsing for customer, agent and employee for onboarding, quote creation, technical support.
- Quoting support: capture screening data, qualify & handoff to underwriters
- Automate Agent Service, Appetite check requests
- Document summaries & missing-doc requests
- Build and launch your own custom AI Agent in FloatSpace
Visual Customer Support Powered by Co-Browsing
Live Chat with Screen Sharing
Customers can share their screen so agents can see the issue, guide actions visually and share their own screens when needed - with no downloads
Audio & Video Calls
Built-in voice or video calls for more personal, real-time conversations when chat isn't enough
Screen Markers
Highlight fields or actions to remove confusion instantly
File Sharing
Share guides, forms and images directly in chat
Data Masking
Automatically hide sensitive customer information
Session Recording
Record sessions for training & compliance
Document Signing
Sign agreements digitally during live interactions
Invite a Colleague
Bring experts or supervisors into a session instantly
Smart Notifications & Management
Real-time alerts, organized chats and full interaction history
Everything Your Team Needs in One Workspace
- Notetaking and call summarization
- Compliance prompts in the moment
- Data extraction from the conversation
- Push updates to claims or policy files
- Two-way real-time translation on the call
- Multi-party SMS with real-time translation and AI Assist
- Live chat with AI Assist
- Co-Browsing and Screen Sharing
- Upgrade from Chat-to-Video and Chat-to-Audio
- Triage email to right team member
- Human-in-loop for AI Workflows
- Co-pilot 'ADDI' lets adjusters ask questions in plain language and pulls answers from claims docs, files, notes, knowledge-base, and Core systems, then adds the findings into the conversation
- Trigger Autopilot actions like scheduling and customer replies
- Generate claims reports
- Deploy AI Agents: AURA, LEXI
- Extract documents from email
- Compare large documents
- Summarize documents
- Upload structured data to downstream systems
- Unified search across policies, claims, knowledge, and tickets
- Cognitive Search or AI enabled search across state compliance, regulatory documents
- AI search on SOPs, Org Policies
- Scheduling assistant
- Automate inbound support phone, email, and SMS
- Automate follow-up with claimant for missing evidence or documents
Readily Connects with Tech Stack
FAQs
FloatSpace is an AI-powered workspace built for insurance teams such as adjusters, underwriters, and customer service representatives. It provides real-time AI guidance, omnichannel collaboration, and workflow automation to help teams resolve customer inquiries and manage operations more efficiently.
FloatSpace provides a range of capabilities designed to improve team collaboration and efficiency, including real-time assist across calls, chat, and email, AI copilots for team members, and omnichannel collaboration.
Key features include multi-party SMS with real-time translation and AI assistance, live chat with AI assist, co-browsing and screen sharing, document data extraction, and enterprise search to quickly access information across systems.
FloatSpace improves productivity by providing real-time guidance to human agents during customer interactions. The platform can suggest responses, retrieve information from the knowledge base, and assist with decision-making.
It also automates routine administrative tasks such as note-taking, call summarization, and email triage, allowing agents and insurance teams to focus on higher-value tasks.
Yes. FloatSpace is built with enterprise-grade security, access controls, guardrails, and compliance capabilities to ensure that sensitive communications and data remain protected.
Yes. FloatSpace offers omnichannel collaboration by assisting adjusters on calls, chats, and emails. It ensures all interactions stay consistentreducing claim handling time across channels.
FloatSpace extracts data from claim forms, emails, PDFs, and supporting documents automatically. It identifies missing information, validates details, and summarizes findings, allowing adjusters to complete claims without manually reviewing every file.
Absolutely, FloatSpace connects with core insurance platforms, CRMs, and policy systems, enabling adjusters to access customer history, documents, and claim data directly from one workspace without switching tools.
Yes. FloatSpace is built for enterprise-scale operations. It supports high-volume claim workloads, compliance, and integrations. Its AI-driven features standardize processes, reduce errors, and enhance adjuster productivity across multiple teams.
Teams can quickly deploy FloatSpace and start collaborating with internal and external users while connecting their existing systems and knowledge sources.