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AI agents for insurance.

Help applicants and policyholders describe their circumstances, organize evidence, and understand questions to resolve with your insurance business.

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14Business types

5Distinct linked templates

Overview

Create AI agents for insurance that clients can use directly on their own page and URL. Help applicants and policyholders describe their circumstances, organize evidence, and understand questions to resolve with your insurance business.

Start with documented policy explanation or application preparation. A general intake template must be configured for your coverage lines. It does not make an underwriting decision or prove a claim is covered.

Start free with your business idea. Our AI builder can help you explore it, answer questions, and create your agent. No technical specification needed. Sign in to continue.

Pricing and limits How the AI builder works

Business audiences

Choose the business you run.

Each business page explains its client experience and links to selected tasks. Where there is no close template, it gives you a scenario to discuss with the builder.

Search business types or client tasks

14 business types

Captive insurance agencies

Help a prospective insured describe needs within your available product range.

2 task examples and starting points

Claims administration firms

Help a policyholder organize a claim narrative and supporting documents.

2 task examples and starting points

Commercial insurance brokerages

Help a business applicant describe exposures and prepare a coverage discussion.

2 task examples and starting points

Employee benefits brokers

Help an employer organize workforce needs and questions about benefit options.

2 task examples and starting points

Health insurance agencies

Help an applicant understand supplied plan documents and prepare coverage questions.

2 task examples and starting points

Independent insurance agencies

Help a prospective policyholder organize needs for a broker conversation.

2 task examples and starting points

Insurance comparison marketplaces

Help a shopper compare documented coverage differences and unresolved questions.

2 task examples and starting points

Insurtech companies

Help a policyholder understand a service request and supply the required information.

2 task examples and starting points

Life insurance agencies

Help a prospective insured describe goals and prepare a life-insurance application discussion.

2 task examples and starting points

P&C brokerages

Help a property and casualty client organize exposure details and policy questions.

2 task examples and starting points

Policy administration teams

Help a policyholder clarify a requested change and its required information.

2 task examples and starting points

Third-party administrators

Help a plan participant prepare a documented account or claims inquiry.

2 task examples and starting points

Underwriting support teams

Help an insurance applicant supply missing application facts and evidence.

1 task example or starting point

Workers compensation administrators

Help a claimant organize incident details and requested supporting documents.

2 task examples and starting points

Choose a result your client needs.

Start with documented policy explanation or application preparation. A general intake template must be configured for your coverage lines. It does not make an underwriting decision or prove a claim is covered.

Prepare current policy documents, coverage terminology, application requirements, account permissions, and claims submission rules.

Choose work where a new answer changes the result. Your agent can keep the questions, relevant knowledge, visible output, and next action in the same client session.

How it works

Your agent delivers the experience.

Describe the business task
Tell the AI builder what clients need to accomplish. It can discuss the idea, answer questions, and help define the offer before creating the agent.
Give it your method
Add the source materials, rules, and examples the service needs. Connect relevant tools and test a full client session, including a changed answer.
Publish and share its URL
Clients use text or voice while the agent presents and revises the result on its page. Configure payment, booking, or a handoff where that is part of your service.

Common questions

How should teams in insurance choose their first agent?

Start with documented policy explanation or application preparation. A general intake template must be configured for your coverage lines. It does not make an underwriting decision or prove a claim is covered.

What knowledge does the agent need?

Supply current policy documents, coverage terminology, application requirements, account permissions, and claims submission rules. Open a business page to choose a client task, then review the linked template for its particular inputs, output, and setup.

Is each example ready to use without changes?

No. Each template describes a particular task. A starting point may need different questions, source records, or actions for your business. The audience pages identify these starting points and distinguish them from missing dedicated scenarios.

Does the agent work only through a chat window?

No. Clients open the agent’s own web page and use text or voice. The model chooses the content and interface for the current result. Optional phone, messaging, and connected tools can extend that experience.