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    Grow your book of business

    Core Features to Boost Your Sales

    performance analytics

    Performance Analytics

    Pinpoint customer drop-off points to guide agents and fix process gaps

    customer behavior insights

    Customer Behavior Insights

    Gain deep insights into interests, sentiments and pain points to personalize sales

    ai knowledge automation

    AI Knowledge Automation

    All AI Agents update instantly with new products, features, and knowledge

    Interactive Product Q&A

    Interactive Product Q&A

    Let customers get instant, accurate answers about policies, tests & premiums

    Conversational Sales Journeys

    Conversational Sales Journeys

    Guide customers to purchase naturally via chat or voice on their preferred channel

    Focus Areas

    Accelerating Digital Sales Across Key Lines

    Life insurance

    Life
    insurance

    Health insurance

    Health insurance

    Personal auto insurance

    Personal auto insurance

    commercial-lines

    Commercial auto insurance

    Small business insurance

    Small business insurance

    Workers compensation insurance

    Workers compensation insurance

    Proof of Value

    How It Pays Off

    35%

    boost in quote-to-policy issuance conversion rate

    20%

    increase in average revenue per customer (ARPC) through cross-sell and upsell

    50%

    improvement in lead-to-agent hand-off quality score

    30%

    increase in agent time spent on sales activities (vs. admin work)

    45%

    reduction in customer journey friction time

    120%

    growth in digital policy sales volume

    Powering Insurers, Enabling Agents

    Who It's For

    Insurers

    • Deploy AI that proactively identifies and executes precise cross-selling and up-selling opportunities during every interaction.
    • Automate the entire underwriting workflow — from intelligent risk assessment to instant, error-free policy issuance.

    • Reduce friction at every touchpoint to significantly boost conversion rates and digital sales.

    • Seamlessly extend AI-powered sales and service across your website, mobile apps, and social media channels.
    Agents

    Agents

    • Instantly qualify leads, providing you with prospects and a rich conversation context to close faster.
    • Generate accurate, persuasive digital quotes during live sales calls or chats, with AI guidance on coverage options and closing prompts.
    • Let AI handle post-call summaries, renewal reminders, and client update emails, so you can focus on active selling.
    • Ensure every online quote and sales interaction is perfectly compliant with automatic disclosure checks and guided sales scripts.
    Zero-Friction Buying Journey

    Make Policy Purchase Simple for Customers

    Bring together your sales, service, and policy management into a single digital sales accelerator
    Quick User Verification

    Quick User Verification

    Instantly verifies the users to speed up the process and ensures a strong start to the policy journey

    Interactive Application Journey

    Interactive Application Journey

    AI Policy Experts

    Intelligent AI Policy Experts

    Seamless Application Resumption

    Seamless Application Resumption

    Efficient Policy Binding & Payments

    Efficient Policy Binding & Payments

    Automated Renewal & Payment Reminders

    Automated Renewal & Payment Reminders

    Omni-Channel Experience

    Omni-Channel Experience

    Cost-Effective Customer Support

    Cost-Effective Customer Support

    Smart Payment Acceleration

    Smart Payment Acceleration

    fortified operations

    Enterprise-Grade Protection

    enterprise grade protection
    Pre-Integrations

    Readily Connects with Tech Stack

    genesys
    five9
    Cisco
    Avaya
    FracTEL
    vicidial
    TCN
    ringcentral
    plrb
    InsurTech NY
    association insurtech vanguard
    GIA
    guidewire
    insurity
    instanda
    snapsheet
    SOCOTRA
    Duck Creek
    FNOL Simplified

    Watch LISA Handle a Claim

    See exactly how LISA guides a customer from first contact to completed FNOL with perfect accuracy.

    Play

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    FAQs

    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.