Trusted by 8,500+ businesses globally
Frictionless policy discovery & lead generation
Help customers explore, compare, and choose the right insurance products with guided, conversational experiences that also capture and qualify leads in real time.
- Conversational product discovery: Help customers explore insurance products - health, auto, life, or property through intuitive, guided dialogues.
- Real-time lead qualification: Identify high-intent prospects, qualify them instantly, and route them to the right advisor.
- Meeting scheduling: Seamlessly book appointments with agents for consultations and policy discussions.
Customer onboarding & KYC automation
Simplify policy activation by guiding customers through onboarding, verification, and compliance checks seamlessly, reducing time, errors, and manual effort.
- Interactive onboarding: Walk customers through policy selection, document uploads, and account setup step by step.
- Automated KYC: Speed up compliance by automating identity verification, reducing paperwork and manual errors.
- Seamless CRM integration: Automatically update customer records with verified details and interactions.
Personalized policy recommendations
Deliver AI-driven suggestions that match each customer’s lifestyle, risk profile, and financial goals, making policies feel tailor-made.
- Tailored insurance plans: Recommend the right policy type and coverage limits based on user profiles.
- Real-time insights: Provide instant updates on premiums, renewals, and benefits.
- Interactive financial planning: Assist customers with long-term planning for life, health, and retirement coverage.
Claims assistance made simple
Turn the most stressful part of insurance into a transparent, guided process with easy claim filing, real-time updates, and proactive escalations.
- Guided claim filing: Walk customers through claim submissions step by step with conversational prompts.
- Claim status updates: Instantly share claim progress, required documents, or settlement timelines.
- Dispute resolution: Address concerns conversationally and escalate to human agents when needed.
Transactional & policy support
Provide instant answers to FAQs, reminders for renewals, and secure payment confirmations keeping customers informed and confident.
- Immediate query resolution: Handle FAQs like premium due dates, payment options, and renewal processes instantly.
- Payment confirmations: Notify customers of successful payments and upcoming due dates.
- Automated reminders: Send proactive alerts for policy renewals, premium deadlines, and coverage changes.
Continuous customer engagement
Stay connected across every channel with proactive updates, multilingual support, and personalized outreach that builds trust and loyalty.
- Multilingual support: Converse in the customer’s preferred language for inclusive experiences.
- Omnichannel presence: Deliver consistent insurance support across web, SMS, WhatsApp, email, and voice.
- Secure interactions: Maintain enterprise-grade data privacy and compliance at every step.
Got questions? Find answers!
What is an Insurance AI Agent and how does it help?
An AI Insurance Agent is a conversational AI solution designed specifically for the insurance industry. It automates key processes like policy discovery, lead generation, customer onboarding, KYC verification, and claims assistance. By providing 24/7 instant support, it reduces operational costs, speeds up service delivery, and enhances customer satisfaction.
Can it handle sensitive customer data securely?
Yes. Salesmate Insurance AI Agents are built with SOC-2, GDPR, and HIPPA compliance, ensuring customer information is private, encrypted, and fully secure.
How does it simplify onboarding and KYC?
AI Agents streamline insurance onboarding by guiding customers through policy setup, document uploads, and KYC verification via natural conversations. This reduces manual effort, minimizes errors, and accelerates policy activation delivering a frictionless experience for new customers.
Can it recommend personalized policies?
Absolutely. AI Agents analyze customer profiles, preferences, and past interactions to deliver personalized insurance policy suggestions. Whether it’s life, health, auto, or property insurance, the AI identifies the best-fit plans, helping insurers increase cross-sell and upsell opportunities.
How do AI Agents assist with claims management in insurance?
AI Insurance Agents make claims support faster and simpler by:
- Guiding customers step-by-step through the claims submission process
- Providing instant claim status updates across channels
- Escalating complex claims to human agents with complete case history
- This ensures transparency, faster resolutions, and higher customer trust.
Does it support multiple languages and channels?
Yes. Insurance AI Agents operate across multiple languages and platforms, websites, apps, SMS, WhatsApp, email, and voice - for consistent, omnichannel service.
