Today, Floatbot.AI officially announces a strategic partnership with Vertafore.
About Floatbot.AI
Floatbot.AI is a conversational AI agent with a human-in-the-loop platform built for regulated industries—automating interactions across 15+ touchpoints with real-time agent assist.
About Vertafore
Vertafore is an insurance software platform that centralizes data in a single management system. AMS360 by Vertafore helps agencies manage the policy lifecycle without manual bottlenecks.
Floatbot.AI + Vertafore AMS360: Key Wins for Modern Insurance Agencies
The Floatbot.AI platform now comes pre-integrated with Vertafore's AMS360, helping our insurance AI agents securely access policyholder records in real time from AMS360 without requiring custom API setup.
This integration helps insurance agencies operate at peak efficiency.
With this integration, our insurance AI agents LISA, ADDI, AURA, and LEXI can:
- Validate policy details the moment a claim comes in.
- Execute real-time account updates within AMS360.
- Update claim statuses directly within the account file.
- Pass full policy details to live agents during a call.
- Assist live agents during calls with real-time policy information.
The bi-directional integration between Floatbot.AI and Vertafore creates value for insurers, agencies, and their customers.
By leveraging verified policy data, our AI agents automate end-to-end insurance workflows while maintaining context and minimizing AI hallucinations.
On the other hand, insurance agencies can streamline daily operations without the complexity of custom API integrations while accessing up-to-date information anytime.
Together, Floatbot.AI and Vertafore AMS360 set a benchmark for modern insurance operations, delivering a fully compliant and secure AI solution, which results in 80% automation of claim submissions, a 90% reduction in after-call work, and claims resolved three times faster.
Watch the complete video on how the Floatbot.AI and Vertafore integration works.
Interested in seeing how our purpose-built insurance AI agents work within your Vertafore environment? Schedule a demo here.