AI Insurance Chatbot | Automated Chatbots for Insurance Agents

Tara is a Smart BOT that supports intelligent underwriting in ways that was not possible before. For example, the BOT can prompt you in real-time about high risk concentration just as you are quoting New Business or tell you that the NB you are quoting was a prior insured with claims.
Triggers transaction workflows both from the application and from the BOT, with the BOT becoming the interactive display.

Examples:

The BOT can provide stats on risk concentration on a NB quote.
Displays a disclaimer to be read to the consumer or based on information on an insurance application.
Assist in upselling additional coverages and limits based on data in the insurance application.

The BOT can become the foundation and user interface for Machine Learning and AI driven underwriting & workflow.
Provides valuable information to a user through Q & A supported by Natural Language Processing (NLP). This feature can become a great training tool to onboard new users or new agents.
Built with a two-way integration with the application. The BOT is custom trained specific to a customer and their policy products.

Our truly Integrated,
Multi-Line Insurance Platform Comes With

Policy
Management

Manage full policy lifecycle of transactions - Rate, Validate, Quote, Bind, Issue & Policy Changes

BILLING & INSURANCE ACCOUNTING

A full-fledged double entry accounting system to manage all policy and claims related financial transactions

CLAIMS
MANAGEMENT

Auto-Verify Policy coverage in real time. Manage reserves, loss payments & expenses at a claims feature level.

CLIENT
MANAGEMENT

A powerful customer service feature. Locate policies and claims by people; Insureds, Addl Interests, Mortgagees, Claimants, Surveyors, etc.

AGENCY
MANAGEMENT

Manage agencies including profiles to quote, bind & endorse polices. Also manage commission rates & payments

INTERACTIVE
BOT

Tara the BOT is always aware of where you are in the application to assist and provide context relevant information.

EFFICIENCY
TOOLS

Reduced Average Handling Time thru smart navigation, Integrated Email, Phone, Voice-To-Text & Real time data available to all modules

BUSINESS
INTELLIGENCE

Analyze your key business performance indicators through standard and customizable BI Dashboards

POLICY HOLDER SELF-SERVICE PORTAL

Policyholders can verify coverage, print policy docs, review claim status, review accounts & make payments

PARTNER
INTERFACES

Application has several pre-built interfaces; Payment Gateway, Repl Cost Valuation, Ins Credit Scores, MVR, eSign, etc.

ADJUSTERMATE MOBILE APP

A mobile app that brings easy mobility to field adjusters. Instantly get assessments & photos into the claims system

SECURITY &
COMPLIANCE

Robust built-in security. Data in Transit is encrypted. VAPT & PCI complaint. OAuth/Single sign-on