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AI for P&C Insurance

AI that drives distribution growth

Deliver personalized digital experiences with AI-powered teammates performing omnichannel engagement and workflows execution across quoting, binding, servicing, and renewals.

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Proven results, purpose-built for insurance

96%

Calls handled by AI receptionist

34%

More bound policies with AI workflows

57%

Reduction in rate time with AI quoting

2x

Increase in call-to-bind rate with AI triage

how it works

Out-of-the-box AI teammates to scale your business

AI executes across your workflows. Go live fast with pre-integrated carrier and product connections.

Enterprise-grade agentic AI operates like your best agents

Omnichannel conversational engagement

Engage across voice, SMS, email, web chat, and LLM channels across the entire distribution lifecycle with unified context and enriched lead and account intelligence
Convert more opportunities with omnichannel nurture that re-engages abandoned quotes, accelerates response times, and reduces drop-off
Keep humans in the loop where it matters most, with shared AI-agent context that supports faster handoffs and less customer repetition

Lead, account & policy intelligence

Prioritize the best opportunities faster with AI lead scoring that surfaces high-intent prospects most likely to convert
Improve nurture at scale with AI-driven prioritization that keeps leads warm and moves more opportunities toward quote and bind
Unlock visibility across accounts, submissions, and renewals with AI that surfaces opportunities to grow relationships and proactively improve retention
Autonomously retrieve quotes and bind policies across all carriers, with and without API connections

Quote retrieval & bind

Save agent’s time with AI navigating carrier portals and returning bindable rates across API and non-API markets
Retain and scale institutional knowledge across your organization with AI agents that perform like your most experienced team members
Ensure human in the loop with agents focusing on compliance review and approval

Post-bind servicing automation

Extend omnichannel conversational engagement and autonomous workflow execution across the post-bind journey
Execute post-bind steps with AI handling digital payment, policy issuance, and document delivery
Automate service request triage and data collection for Certificates of Insurance (COIs), policy inquiries, endorsements and renewals
Improve customer experience, loyalty and retention while helping agents focus on higher-value work

Customer Success Story

Better call handling. More time to advise. More policies bound.

See how your peers are using AI-powered call intake to route customers faster, keep licensed agents focused on quoting and coverage guidance, and drive more bound policies.

34% increase in bound policies — Faster routing, stronger intake, and more focused agent conversations helped the agency bind more business over six months.

Watch the webinar Get the playbook

The only AI-powered platform connecting data, workflows, and instant market access

Automate workflows to qualify intent & double call-to-bind rate
57% less time quote handling with AI data collection and quote retrieval
Increase quote engagement, nurture & bind 34% more policies
32% purchase lift with broad market access
Boost retention 10% using predictive workflows to re-shop renewals

Register for a demo today

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