Core Features to Boost Your Sales
Performance Analytics
Pinpoint customer drop-off points to guide agents and fix process gaps
Customer Behavior Insights
Gain deep insights into interests, sentiments and pain points to personalize sales
AI Knowledge Automation
All AI Agents update instantly with new products, features, and knowledge
Interactive Product Q&A
Let customers get instant, accurate answers about policies, tests & premiums
Conversational Sales Journeys
Guide customers to purchase naturally via chat or voice on their preferred channel
Accelerating Digital Sales Across Key Lines
Life insurance
Health insurance
Personal auto insurance
Commercial auto insurance
Small business insurance
Workers compensation insurance
How It Pays Off
35%
boost in quote-to-policy issuance conversion rate
20%
increase in average revenue per customer (ARPC) through cross-sell and upsell
50%
improvement in lead-to-agent hand-off quality score
30%
increase in agent time spent on sales activities (vs. admin work)
45%
reduction in customer journey friction time
120%
growth in digital policy sales volume
Who It's For
Insurers
- Deploy AI that proactively identifies and executes precise cross-selling and up-selling opportunities during every interaction.
- Automate the entire underwriting workflow — from intelligent risk assessment to instant, error-free policy issuance.
- Reduce friction at every touchpoint to significantly boost conversion rates and digital sales.
- Seamlessly extend AI-powered sales and service across your website, mobile apps, and social media channels.
Agents
- Instantly qualify leads, providing you with prospects and a rich conversation context to close faster.
- Generate accurate, persuasive digital quotes during live sales calls or chats, with AI guidance on coverage options and closing prompts.
- Let AI handle post-call summaries, renewal reminders, and client update emails, so you can focus on active selling.
- Ensure every online quote and sales interaction is perfectly compliant with automatic disclosure checks and guided sales scripts.
Make Policy Purchase Simple for Customers
Instantly verifies the users to speed up the process and ensures a strong start to the policy journey
Personalized reminders via SMS, Messenger, WhatsApp, or outbound calls ensure timely premium payment and policy renewals.
Secure | Compliant | Auditable
Readily Connects with Tech Stack
Watch LISA Handle a Claim
See exactly how LISA guides a customer from first contact to completed FNOL with perfect accuracy.
Voice AI | Healthcare Collections
FAQs
Yes. Floatbot's platform can resume interrupted applications: if a customer drops off mid-way, the system can reconnect with them through alternate channels (SMS, Messenger, WhatsApp, outbound call), helping complete the application journey.
Yes. AI Agents can automatically qualify leads — verifying user information, asking pre-qualification questions via chat or voice, and routing high-quality leads to agents or next steps. This reduces manual workload and speeds up lead processing.
Yes. With conversational AI and integrated policy/offering awareness, Floatbot.AI helps present relevant upsell or cross-sell offers to customers based on their input, increasing chances of additional sales.
Yes — Floatbot's AI Agents can automate renewal reminders and premium payment follow-ups. Bots can trigger reminders via SMS, chat, or calls, ensuring smooth renewal cycles without manual intervention.
Yes. Floatbot's digital-sales automation is designed to work for insurance carriers, as well as smaller agencies, brokers, and MGAs — helping all of them automate lead generation, quote generation, policy issuance, renewals, and customer engagement.
Floatbot.AI replaces static forms with conversational flows (chat or voice), guiding customers step-by-step with Q&A, robo-advisory, and data validation. This makes the buying journey interactive and reduces drop-offs — which typically improves conversions.