The Challenge
Insurance brokers spend significant time answering repetitive client questions about coverage details, policy terms, and claim procedures.
New brokers face a steep learning curve — insurance products are complex, and training takes months before they can confidently handle client inquiries.
After-hours client inquiries went unanswered until the next business day, risking lost leads.
The Solution
Built an AI assistant trained on insurance industry knowledge that handles common client inquiries 24/7, from coverage explanations to claims guidance.
Developed a broker-facing knowledge base that helps new brokers quickly find policy details and comparison points during client calls.
Implemented lead capture and qualification — the AI identifies high-intent prospects and routes them to the appropriate broker with context.
Built With
The Results
Automated 60% of repetitive client inquiries
Reduced new broker training time by providing instant knowledge access
24/7 lead capture with intelligent qualification
Seamless handoff from AI to human broker with full context preserved