📍 Floatbot.AI is recognized as a Core Performing solution across all three CMP Prism categories ➡️ Read more

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Our Associations

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FloatSpace
AI Workspace for Insurance Teams

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Focus Areas

No Value Chain Is Out of Reach

Insurance Carriers & MGAs

Resilience + Claims & Underwriting Acceleration

Manage CAT event surges with speed and accuracy, streamline underwriting workflows and modernize policy servicing without hiring new staff.

Agencies & Brokers

Growth + Sales Productivity

Win more BORs with faster policy quotes, smarter underwriting support, and always-on customer service.

Third-Party Administrators (TPAs)

Operational Efficiency + Compliance

Streamline claims intake, automate compliance checks, and improve administrative accuracy to reduce errors and boost efficiency across partners.

Experience zone

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    Operations Simplified

    Watch Intelligent Claims Automation at Work

    Accelerate multi-channel FNOL intake seamlessly on Voice, Chat, SMS, Email while keeping human-in-the-loop.

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    Future-Ready Insurance AI Workforce. Available Today.

    ai agents
    End-to-End Insurance Automation

    AI Pillars for Next-Gen Insurance Workflows

    Modern Insurance Made Easy

    Drive Automation, Team Enablement, Workflow Excellence

    Conversational AI

    Omnichannel conversational AI that automates customer and claimant interactions across voice, chat, SMS, and email.

    Chat AI

    Voice AI

    SMS/Text AI

    Email AI

    Floatbot powers real-time conversations across every insurance channel — automating claimant, policyholder, and agent interactions with accuracy and empathy.

    FNOL/FROI

    • Automates claims intake and FNOL/FROI submissions through voice, chat, SMS, or email for both first- and third-party claims.
    • Collects details, opens new claim files automatically, and reduces adjuster workload across every channel.

    Status Updates

    • Provides real-time claim status via voice, chat, SMS, or email - including adjuster contact details and next steps.
    • Sends automated SMS and email notifications that keep claimants informed and reduce inbound follow-ups.

    Automate up to 80% of claims submissions & support, reduce cost per claim to under $5, save 40+ hours per adjuster each month

    Quoting Support

    • Captures and qualifies lead data automatically during intake across digital channels.
    • Answers applicant or broker questions in real time and routes opportunities to the right underwriter or agent.

    Increases policy turnaround and RFP throughput by 2X.

    Policy Support

    • Automates service requests such as renewals, cancellations, endorsements, and bill payments through voice, chat, SMS, and email.
    • Sends proactive reminders, updates policy records automatically, and ensures full compliance.

    Automate 60%of service calls and improve retention.

    AI Workspace

    An AI-powered workspace that supports adjusters, underwriters, and service teams in real time. Unify your communication, translation, and documentation into one seamless view.

    Real-Time Assist

    Copilot

    Two-Way Texting

    Real-Time Translation

    Live Chat

    Claims

    Automate and streamline every claim interaction from intake to resolution.

    Language Translation
    • AI-powered translation for calls, chats, and emails in 100+ languages and dialects.
    • Ensures clear communication between claimants, adjusters, and partners.
    Claims Documentation
    • Extracts and summarizes claim documents from email or core systems.
    • Uploads structured data automatically for faster claim handling.
    Transcription & Summaries
    • Automatically transcribes and summarizes every call.
    • Adds compliance flags and stores results directly in the claim file.

    Boost adjuster productivity by over 25% and reduce burnout.

    Distribution & Underwriting

    Accelerate quoting, policy generation, and underwriting collaboration.

    Transcription & Summaries
    • Automatically transcribes and summarizes every call or meeting.
    • Logs key details and compliance flags directly in the policy system for faster follow-up.
    Language Translation
    • Real-time translation across phone, chat, and email in 100+ languages.
    • Enables seamless communication between underwriters, agents, and clients.
    Document & Email Automation
    • Extracts and triages data from applications, loss runs, and attachments.
    • Routes summaries and missing-document requests to the right underwriter or assistant.
    Collaboration & Co-Browsing
    • Upgrades live chats to video or audio calls with co-browsing for faster decisions.
    • Allows shared review and annotation of forms, quotes, and schedules in real time.

    Double policy turnaround and RFP throughput, while increasing premium volume by 10–15%.

    Customer Service

    Empower service reps to resolve policy, billing, and support requests faster.

    Transcription and Summaries
    • Automatically transcribes and summarizes every call or chat interaction.
    • Adds compliance and accuracy flags, with summaries logged directly to the policy system.
    Language Translation
    • Real-time translation across phone, chat, and email in 100+ languages.
    • Enables effortless communication with policyholders and agents worldwide.
    Chat & Co-Browsing
    • AI-powered chat with real-time “nudges” that guide reps during customer interactions.
    • Seamlessly upgrade chats to live audio or video calls with co-browsing and screen sharing for faster issue resolution.
    Email Triaging and Auto-Reply
    • Monitors shared inboxes, triages urgent requests, and auto-replies to common questions.
    • Extracts data from email bodies and attachments, updating policy systems automatically.
    Technical Support
    • Detects and assists with common tech challenges during interactions.
    • Embeds how-to videos or visual guides for faster self-resolution.

    Reduce average handling time by 30% and improve customer retention.

    AI Workflows

    Triage

    Route

    Resolve

    Claims

    Claims File Management
    • Monitors claim files, classifies documents, and routes them to the right team.
    • Detects duplicates and organizes records for faster processing.
    FNOL/FROI Automation
    • Identifies new loss or injury reports automatically and extracts key data.
    • Checks for existing claims to prevent duplication and speed up intake.
    Legal Workflow Automation
    • Flags legal correspondence and extracts essential case details.
    • Alerts adjusters to time-sensitive requests and compliance deadlines.
    Medical Bill Review
    • Detects and categorizes medical bills by type and provider.
    • Extracts key data points and validates information for accuracy.

    Reduce after-call work by 90% and resolve claims three times faster.

    Distribution & Underwriting

    Loss Run
    • Analyzes exposure and loss history across carriers and systems.
    • Extracts and structures key data automatically for underwriting review.
    Application Processing
    • Extracts and validates data from supplemental and renewal applications.
    • Populates required fields across underwriting and policy systems.
    Schedules & SOV Management
    • Analyzes schedules and statements of values (SOVs) for completeness and accuracy.
    • Extracts and syncs schedule data across systems to eliminate manual entry.
    Policy Renewal Automation
    • Monitors renewals, triggers broker or insured outreach, and updates renewal data.
    • Alerts underwriters to pending tasks and key changes for faster turnaround.
    ACORD Form Processing
    • Reads and extracts data from ACORD forms with precision and consistency.
    • Populates data from ACORD forms automatically into underwriting platforms.

    Accelerate sales and reduce operational costs by over 40%

    Customer Service

    Premium Audit Automation
    • Classifies and extracts data from audit documents with precision and consistency.
    • Populates audit details into policy systems and auto-requests missing data.
    Certificate of Insurance (COI) Generation
    • Monitors inboxes and systems for COI requests.
    • Extracts policy details and generates certificates automatically.
    Endorsement Processing
    • Identifies policy change requests across emails and documents.
    • Extracts and processes endorsement data automatically to update policy records.
    Invoice & Payment Automation
    • Detects invoices in emails and attachments, extracting all payment details.
    • Processes and posts payments automatically through connected claim or policy systems.

    Increase first-time resolution by 45% and reduce manual workload.

    no-code platform

    See What UNO Can Do

    LLM-powered workflows. Cognitive search. Seamless integrations. Flexible deployment.
    testimonials

    Hear What Our Clients Say

    Brandy Jones

    Brandy Jones

    Vice President | Operations

    Capital Recovery Corporation

    “Floatbot has been a great experience for us! We highly recommend them to anyone on the fence about using AI bots to improve efficiency and performance in their agency.
    We came in with a pretty ambitious setup, voice and chat bots, collections workflows, compliance guardrails, integrations with TCN and ACE, and to their credit, they didn’t flinch. They’ve been in it with us, problem-solving in real time, adjusting, iterating, and sometimes learning right alongside us.
    Biggest win so far: flexibility, which matters when you’re dealing with HIPAA, right-party contact, and the reality of collections workflows.
    Floatbot isn’t just a vendor for us. They’ve been more like a build partner. If you know what you’re trying to accomplish (and you’re ready to put in the work on your side too), they’ll meet you there. ”
    Stacy Stein

    Stacy Stein

    Managing Attorney

    Mountain Peak Law Group, PC

    “Floatbot’s compliance-first approach and fast response time have made a noticeable impact within just a few days of implementation. The team is highly proactive, promptly acting on feedback to meet our needs!”
    Mike Pittman

    Mike Pittman

    Carter Business Service

    “Floatbot AI has added a new tool for our company to be more productive and profitable.”
    Greg Johnson

    Greg Johnson

    Chief Technology Officer

    InterProse

    “My experience interacting with LEXI was really good, she was empathetic and fully compliant. You've got all these low –balance accounts, out-of-state debts that are really hard to work. This is perfect solution for that because it doesn't involve agents. You reduce your costs, and it's compliant too. It just makes sense- absolute sense”
    Andy Day

    Andy Day

    VP Product

    Broadband Dynamics, LLC

    “We collaborated with Floatbot to implement an AI solution for a Collection Agency customer. We worked together to develop a smart AI agent that helps make our customer more profitable by reducing costs. The Floatbot team has been very supportive, ensuring all requirements are addressed and timelines are met. Their platform is excellent, and we feel confident recommending the solution to our customers”
    Andy Mata

    Andy Mata

    Senior Vice President

    Tricolor Auto Group, LLC

    “Floatbot team did a phenomenal job understanding our requirements and helping us launch our Voice AI Agent. Now, we are looking to widen the scope of our AI Agent to facilitate other services, including PTP (Promise to Pay). Our partnership with Floatbot has been great so far. We are also experimenting with WhatsApp, SMS, and Web AI Agents to help us reach a large number of our consumers. Floatbot has one of the best analytics capabilities we've seen among vendors so far. We are excited to continue expanding our AI journey with Floatbot”
    Sreemoyee Das

    Sreemoyee Das

    Manager

    I.T. Department

    “We've been using Floatbot platform since 2022. We started with a basic chat AI Agent, and now we're integrating GenAI to further enhance our customer interactions. We're also in the process of incorporating Floatbot’s Voice AI Agent into our call center, which will help our agents work even better. Overall, our experience with Floatbot has been amazing, and we look forward to enhance our customer experience together!”
    Rinoo Rajesh

    Rinoo Rajesh

    Digital Leader

    Conneqt Business Solutions

    “As one of the senior leaders of our service provider organization, I am pleased to share how Floatbot's conversational AI products have transformed our ability to provide exceptional solutions to our customers. By leveraging their platform abilities, we have been able to seamlessly manage end-user interactions across multiple channels including phone, IVR, web chat, WhatsApp, and more.”
    Ben Fagin

    Ben Fagin

    Chief Financial Officer

    National Credit Management

    “I’ve had the opportunity to explore many AI companies, and I can confidently say that Floatbot stands out as the most technologically impressive among them. I’m genuinely excited about the opportunity to collaborate with them in the future.”
    Sandeep V

    Sandeep V

    VP Digital Transformation Large BPO organization

    NYSE listed BPO organisation

    “I have worked closely with the Floatbot team on deploying agent-assist. Floatbot platform exceeded my expectation in identifying the right knowledge article based on the provided inputs. Floatbot team was very responsive and fast in adopting new ideas, which is critical for any innovation-led transformation project.
    We were able to implement the solution 70% faster than other similar solutions I have worked with. In our deployment, we saw a significant improvement in the speed of accessing the correct answers by the users, thereby improving the efficiency and customer satisfaction. With Floatbot, we will be able to push the same agent-assist bot to a customer-facing Chatbot or Voicebot for self-serve, reducing our effort by 60% for future self-serve deployments.”
    Case studies

    What Our Customers Are Achieving

    pre-integrations

    Pre-Integrates Effortlessly with Tech Stack

    genesys
    five9
    Cisco
    Avaya
    lightspeed
    ringcentral
    InsurTech NY
    association insurtech vanguard
    GIA
    EZlynx
    vertafore
    applied
    plrb
    guidewire
    insurity
    instanda
    snapsheet
    SOCOTRA
    Duck Creek
    fortified operations

    Enterprise-Grade Protection

    enterprise grade protection
    Designed to Outperform

    Experience the Floatbot Advantage

    1

    Built Better

    Deeper tech, built with 500K lines of code. FloatGPT, proprietary LLM delivers enterprise-grade performance with zero hallucinations.

    2

    Private, Compliant, Blazing Fast AI

    Private by design and low latency by build. Trained on narrow models to ensure full control and regulatory compliance.

    3

    Every Channel, Every Format

    Go truly multimodal with support for voice, chat, email, SMS, images, documents, and spreadsheets.

    4

    Insurance AI, Ready to Go

    Deploy four pre-trained agents built for Claims, Underwriting, Billing, and Support – fully integrated for instant value.

    5

    Goal-Driven Analytics

    Scalable insights, cross-platform integrations, and outcome-focused reports.

    6

    One Platform, All your Needs

    Full AI workflow – from first contact to closure with a single vendor that scales as you grow.

    FAQs

    AI can automate repetitive insurance tasks such as claims First Notice of Loss (FNOL), policy servicing, customer support, appointment scheduling, payment reminders, and claims status updates. It can also assist agents by retrieving information, summarizing conversations, and recommending next actions—allowing teams to focus on complex cases and customer relationships.

    No. AI is designed to support insurance agents, not replace them. It handles routine tasks like answering common questions, collecting customer information, and retrieving policy details, while agents focus on personalized advice, relationship building, and resolving complex customer needs.

    No. AI helps adjusters work more efficiently by automating administrative tasks such as claim intake, document review, data extraction, and claim summaries. However, adjusters are still essential for evaluating complex claims, investigating fraud, negotiating settlements, and making decisions that require professional judgment and experience.

    AI can significantly reduce claim processing time by automating First Notice of Loss (FNOL), collecting documents, extracting claim data, routing cases, and providing instant status updates. While the exact improvement depends on the insurer's workflow, It can reduce upto 95% of wait time for claims FNOL. AI eliminates many manual steps, enabling faster claim resolution and a better customer experience.

    AI can fully automate parts of the claims process, especially for simple, low-risk claims. However, complex claims involving liability, fraud, large losses, or legal review still require human expertise. Most insurers use a hybrid approach where AI handles repetitive tasks and adjusters make the final decisions when judgment is needed.

    Yes. AI in insurance must comply with existing insurance, privacy, and consumer protection laws. The NAIC's AI Model Bulletin also provides guidance on AI governance, oversight, and audit requirements. By mid-2025, 23 states and Washington, D.C. had adopted the bulletin, with more states adopting similar guidance thereafter.

    Start by identifying repetitive, high-volume processes such as customer support, claims intake, or policy servicing. Choose an AI platform that integrates with your existing insurance systems like Floatbot.AI, launch a pilot for one or two use cases, measure the results, and then expand automation across additional workflows as you see measurable business value.

    AI automation costs vary based on your business size, deployment model, integrations, and the use cases you want to automate. Many insurers start with a single workflow and scale over time using subscription-based pricing. The real value comes from reducing operational costs, improving efficiency, accelerating claims, and enhancing customer service, often delivering a strong return on investment.