Agentic AI for insurance.
Guide quotes, claims, and renewals across every channel with agents that act on their own and escalate the complex cases — plus reminders and campaigns that keep policies active and cross-sell.
Built for carriers, brokers, and insurtech teams.
Got it — auto cover for a 2021 sedan, clean record. Here's your personalized quote:
Deductible
$500
Liability
$100k
Roadside
Incl.
Quotes
assisted and qualified in-chat
Claims
intake with automatic status
Renewals
reminders over SMS & WhatsApp
Cross-sell
campaigns from one record
Slow answers on quotes and claims drive churn.
Insurance customers want fast, clear answers — what will this cost, is this covered, where's my claim. When a quote takes a callback and a claim update means waiting on hold, prospects shop elsewhere and policyholders quietly let renewals lapse.
A form-and-FAQ chatbot doesn't close the gap. It captures a name, then hands everything to your team — no quote, no claim verified, no context — while renewal dates slide past and cross-sell opportunities go untouched.
An agentic AI guide walks each policyholder through every step, acts on the routine work itself, and routes the complex cases to your people with the full record already attached.
A form that captures
- Collects a name, promises a callback
- No quote, no claim actually opened
- Renewal dates slip past unnoticed
- Cross-sell never gets a second look
An agent that guides
- Returns a real quote and qualifies the lead
- Opens the claim and verifies coverage
- Reminds and collects renewals proactively
- Queues cross-sell from one shared record
Quotes, claims, renewals, and campaigns.
Four jobs, one agent, one policyholder record — grounded in your products and working around the clock across every channel.
Quotes and leads.
The agent runs an interactive quote in chat, asks the underwriting-relevant questions, and qualifies and scores the lead — routing hot prospects to bind or a licensed producer.
Claims intake and updates.
Policyholders file a first notice of loss in chat with photos, coverage is verified against the policy, and status updates push automatically — with complex claims escalated to a human adjuster.
Renewals and reminders.
Proactive SMS and WhatsApp reminders reach customers before a policy lapses, with the amount due and a one-tap way to confirm and pay — recovering renewals email alone would lose.
SMS + WhatsApp prompts recover lapses before they cost you the renewal.
Cross-sell campaigns.
Because every interaction shares one record, the agent knows who's eligible for what and queues personalized bundle offers as campaigns across the same channels after a renewal settles.
One journey, from first quote to renewal.
The same agent carries a policyholder through every stage — and the record follows them the whole way.
Quote requested
on any channel
Quote + qualify
scored and routed
Claim filed
coverage verified
Renew & cross-sell
reminders + campaigns
Complex cases escalate cleanly. A total-loss claim, a disputed coverage question, or a high-value bind hands off to a licensed human — inside the same thread, with the full policy and claim record attached.
Guide policyholders from quote to renewal.
Connect your channels and go live in days — no per-conversation fees, no journeys to hand-build.
Instant guidance, complex cases covered.
Customers get instant guidance.
Quotes, coverage questions, and claim status come back in seconds, 24/7 — no callback queue, no waiting until business hours to know where things stand.
Your team handles the complex claims.
The agent absorbs the routine intake and status volume, so licensed adjusters and producers focus on the judgment calls that actually need a person.
Reminders keep policies active.
Proactive outreach on the channels customers read recovers lapses before they cost you the renewal — and cross-sell rides along on the same record.
Why FloatChat
Quotes, claims, and renewals share one policyholder record across every channel and campaign — so the guidance, the reminders, and the cross-sell all run on one platform instead of three disconnected tools.
Build the rest of your stack.
The insurance guide runs on the same platform as the agents, channels, and inbox powering everything else.
Common questions
Straight answers on quotes, claims, renewals, and security.
Yes. The agent runs a natural conversation that asks the right underwriting-relevant questions — coverage type, vehicle or property details, prior history — scores the lead in real time, and routes hot prospects to bind or to a licensed producer. Instead of a static form, prospects get an interactive quote experience that captures far more than a lead capture widget ever could.
More questions? Talk to sales or book a demo.
Guide policyholders with agentic AI.
Put quotes, claims, and renewals on one agent and one record — with reminders and campaigns that keep policies active and cross-sell.