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Focus Areas

Purpose-Built for Every Value Chain

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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    AI Agent Workforce to Power Core Operations

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    Claims AI Hub

    LISA

    Catastrophe-Ready Claims AI Agent

    • Automates 80% of FNOL submissions and accelerate claims instantly.
    • Captures error-free data capture with full compliance.
    • Delivers instant, 24/7 support without human intervention.
    • Keeps claimants informed with automated progress updates.
    • Assists claimants in filing anytime via chat, SMS, or voice.
    • Stays surge-ready – handle catastrophes and peaks without a hitch.
    Claims AI Hub

    ADDI

    Digital Worker for Adjusters

    • Supercharges adjusters with instant report generation, enterprise search, and automated workflows.
    • Completes routine tasks in minutes – schedule inspections, triage emails, communicate with claimants, and collect evidence.
    • Streamlines interactions with real-time notes, call summaries, compliance checks, and data capture.
    • Extracts, compares, and uploads critical documents automatically with no manual review needed.
    • Enables clear, multilingual communication via SMS, chat, email, and audio/video calls for faster resolutions.
    Distribution & Underwriter AI Hub

    AURA

    Distribution, Underwriter AI Agent

    • Automates routine calls for sales, lead qualification, and service, freeing up reps for high-value tasks.
    • Provides instant, accurate responses to underwriting and policy queries.
    • Delivers context-aware talking points to help producers connect with clients effectively.
    • Uses demographic insights to segment smarter and tailor plan recommendations.
    • Generates instant, tailored proposals highlighting top plan options.
    • Uncovers client needs, preferences, and objections with AI-guided questioning.
    Service AI Hub

    LEXI

    Billing, Policy, Support, Payments AI Agent

    • Automates invoicing and payment reminders to reduce manual effort and ensure timely transactions.
    • Provides 24/7 support for policyholder queries, handling simple and complex issues without extra staff.
    • Streamlines policy management from inquiries to updates and issuance with accuracy.
    • Embeds compliance checks into workflows to never miss a regulatory step.
    • Resolves billing issues quickly to maintain accuracy and protect customer satisfaction.
    End-to-End Insurance Automation

    AI Pillars for Next-Gen Insurance Workflows

    Modern Insurance Made Easy

    Drive Automation, Team Enablement, Workflow Excellence

    floatbot

    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

    Claims

    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

    Distribution & Underwriting

    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.

    Customer Service

    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.

    FloatSpace

    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.

    FloatAgent

    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.
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    testimonials

    Hear What Our Clients Say

    "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"
    Greg

    Greg Johnson

    Chief Technology Officer
    InterProse

    Play Video
    “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!”
    Stacy

    Stacy Stein

    Managing Attorney
    Mountain Peak Law Group, PC

    "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"
    Andy Mata

    Andy Mata

    Senior Vice President
    Tricolor Auto Group, 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

    Andy Day

    VP Product
    Broadband Dynamics, LLC

    "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."
    Ben

    Ben Fagin

    Chief Financial Officer
    National Credit Management

    Play Video
    "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!"
    BOI

    Sreemoyee Das

    Manager
    I.T. Department

    "Using Floatbot for our pre-due renewal calls has been great. With just one round of calls, we've successfully engaged 50% of our customers, boosting our collection rates. Without Floatbot, we'd rely heavily on manpower at our call centers which increased operational costs. With Floatbot, we've not only streamlined our processes but also achieved considerable cost savings. We're planning to expand its capabilities by incorporating multiple regional languages and additional features. We aim to have Floatbot handle 50-60% of customer interactions before payment due dates."
    indiafirst

    Pinky Patwal

    Deputy Manager
    IndiaFirst Life Insurance

    "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."
    Rinoo Rajes's testimonial

    Rinoo Rajesh

    Digital Leader
    Conneqt Business Solutions

    "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."
    Sandeep's testimonial

    Sandeep V

    VP Digital Transformation
    Large BPO organization
    NYSE listed BPO organisation

    Case studies

    What Our Customers Are Achieving

    Achievements

    Trusted. Proven. Recognized.

    Pre-Integrations

    Readily Connects with Tech Stack

    genesys
    five9
    Cisco
    Avaya
    TCN
    ringcentral
    plrb
    InsurTech NY
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    GIA
    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

    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.