Guiding a new customer through a multi-step digital application over the phone is slow and fraught with errors. A single missed field or upload error can delay account activation for days.
Customers get stuck on complex forms (e.g., loan applications, KYC updates). Without seeing which field is causing confusion, you can't prevent them from abandoning the process.
When a customer says, "I can't log in" or "the payment failed," your agent is left guessing. Is it a browser issue, a user error, or a genuine system bug? Diagnosis takes far too long.
Talking a customer through a sensitive task—like setting up a payee or updating security settings—without visual confirmation increases the risk of them making a costly mistake in the wrong section of the portal.
While on a service call, you can't visually guide a customer to explore a new credit card offer or a wealth management tool. The chance to add value and increase wallet share is lost.
Complex issues that can't be resolved visually over the phone often result in a branch visit. This drives up your operational costs and severely diminishes the customer's digital experience.
AI handles the volume. Agents handle the complexity - supported by co-browsing
A customer's journey begins with your Chat or Voice AI, handling common questions or services instantly.
For complex issues, the conversation is smoothly handed off to a live agent, with full context.
The agent can launch a co-browsing session to see the problem and guide the customer to a solution visually.
Shorten sales cycles, eliminate onboarding friction, resolve high-stakes issues on the first contact
Guide customers visually by sharing their screen in real time. Resolve complex issues faster with no downloads required.
Add a human touch with built-in, high-quality audio and video calls for more personal interactions.
Highlight fields, buttons, or areas directly on the screen to remove confusion.
Speed up resolutions by sharing guides, forms, or images directly in the chat.
Protect customer privacy by automatically hiding sensitive information such as passwords or credit card details.
Capture co-browsing sessions and audio/video calls in one file for training and compliance.
Enable customers to sign agreements or contracts digitally during a live session.
Bring a specialist or supervisor into a session with one click to solve complex issues.
Reduce wait times by engaging website visitors in real time, improving satisfaction.
Improve agent efficiency with visitor alerts, organized chat tabs, and full history.
Manage customer interactions seamlessly across voice, chat, and SMS with a single AI platform that maintains context across all channels.
Break down language barriers with native support for over 150 languages and dialects, including Spanish, French, Arabic, and Hindi.
Empower your human agents with real-time AI-powered insights and suggested responses during live chat and voice conversations.
Connect your preferred AI tools for analytics, summarization, video analysis, and KYC verification through our flexible API.
Maintain full control by integrating your custom AI models.
Automatically identify and capture key information like names, dates, and locations from customer conversations.
Allow anyone on your team to create, deploy, and optimize conversational AI with our visual, drag-and-drop platform.
Leverage models pre-trained on thousands of hours of industry-specific data for immediate business relevance.
Conversational AI can automate and streamline claims submissions & status updates, adjuster workflows, distribution, underwriting, billing, payment, policy management and customer service. It also supports agents (acting as a Copilot or AI Agent Assist) by offering real-time guidance to maximize their productivity.
Yes. AI can handle and scale instantly to manage spikes in volume – handling thousands of claims calls or chats simultaneously. This ensures policyholders receive immediate updates while freeing human agents to focus on complex cases during CAT seasons.
For routine, high-volume tasks such as verifying policy details or providing claims status – AI consistently outperforms humans in speed and accuracy, while reducing errors caused by fatigue or manual entry. Humans remain critical for empathy and judgment in complex scenarios.
Floatbot.AI supports 100+ languages across text and voice, enabling insurers to serve diverse customer bases globally. This includes regional dialects, so customers can interact in the way that feels most natural to them.
Agent M, Floatbot’s proprietary LLM, actively monitors and verifies responses from AI, correcting or rejecting any inaccuracies. By applying strong guardrails, Agent M keeps AI aligned with defined goals, ensuring their behavior and output remain accurate, consistent and purpose-driven. Unlike general-purpose AI, it’s grounded in verified insurance data and workflows, minimizing the risk of hallucinations.
Floatbot.AI follows industry-leading security standards (SOC 2, ISO 27001, GDPR, HIPAA where applicable). All data is encrypted, access-controlled and auditable. Additionally, workflows are built to comply with insurance-specific regulations such as NAIC model laws and state-level privacy requirements.
No. AI is augmenting, not replacing, human teams. It handles repetitive, high-volume tasks so agents can focus on empathetic, judgment-driven work. Insurers are using AI to improve efficiency, customer experience and employee satisfaction – not to remove the human element.
