AI Insurance Agent — Automate Claims, Sales & Support with BotXio

Transform policy servicing and claims with a 24/7 AI Insurance Agent that speeds underwriting, automates claims intake, and gives policyholders instant, accurate answers — all while keeping compliance and security first

Get Your AI Insurance Agent

Trusted by 50,000+global insurers

Hero sub-head (short)

Reduce turnaround times, cut manual errors, and increase policy renewals with a virtual insurance assistant trained on your products and processes.

Background
Background

What is an AI Insurance Agent?

BotXio’s AI Insurance Agent is an always-on virtual specialist that handles customer enquiries, streamlines quotes, automates claims intake, and supports underwriting — using your company’s data and rules. It integrates with CRM, policy systems and document stores to make every step faster and auditable.

Quick benefits (feature bullets with 1-line explanations)

Instant answers and policy lookups any time.

Auto-collect documents and classify claims for quicker triage. Auto-collect documents and classify claims for quicker triage.

Generate personalized quotes and recommend add-ons.

Proactive renewal nudges that improve retention.

Pre-screen risks and flag exceptions for underwriters.

Sync with policy systems, CRMs, and document repos.

Background

1M+

customer interactions
processed monthly

120+

insurance
partners globally

50+

supported languages
regional compliance packs

Reach your audience
where they spend their time

How to get started — 4 simple steps

01

Sign up & Connect

Create a BotXio account and connect your CRM/policy system.

02

Train on your data

Upload FAQs, policy PDFs, claim forms and SOPs — BotXio ingests them.

03

Configure flows

Use visual builder to map quotes, claims intake, renewals and handoffs.

04

Test & Launch

Validate in sandbox, enable audit logging, go live and monitor performance.

Full Feature Set — each with a short explainer (tooltips)

Background

  • Policy Lookup — Instant policy details lookup by number, name or phone.
  • Quote Builder — Auto-create quotes using product rules and client inputs.
  • Cross-Sell Suggestions — Suggest riders/add-ons based on customer risk & profile.

  • Guided Claims Intake — Walk customers through claims forms, attach photos/docs.
  • Document Validation — Auto-validate and categorize documents (invoices, reports).
  • Claims Prioritization —Auto-score and route urgent cases to claims teams.

  • Contextual Memory — Bot remembers policy history for personalized replies.
  • Sentiment Detection — Detect upset customers and escalate when needed.
  • Multilingual Support —Auto-respond in the customer’s language.

  • Encrypted Storage — All PII & documents encrypted at rest and transit.
  • Audit Trails — Full conversation and decision logs for compliance reviews.
  • Role-Based Access —Granular agent/admin permissions for data safety.

  • CRM & Policy Systems — Pre-built connectors for major CRMs & policy admin.
  • Payment & Billing — Support for payment links, billing status checks, refunds.
  • Ticketing & Handoffs — Auto-create tickets in your helpdesk or escalate to agents.

  • Real-Time Dashboards — Claims velocity, SLA compliance, NPS and more.
  • Predictive Alerts — Fraud flagging and anomaly detection for suspicious claims.
  • Performance Reports —Daily/weekly reports for managers and execs.

    • Business domain intros (short paras — emphasize DIY training)

    Train your agent on benefit schedules, pre-authorizations, and claim codes so customers get instant eligibility checks and simple pre-auth flows.

    Automate accident capture: accept photos, location, and police reports; pre-fill claim forms and estimate initial payouts.

    Let the agent triage damage reports, collect contractor estimates, and route high-risk claims to adjusters quickly.

    Offer instant online quote calculations, underwriting pre-screens, and policy issuance initiation with proper KYC steps.

    Background

    Ready-made conversation templates & bot flows

    Background
    • Claims intake template
    • Quote & buy flow
    • Renewal reminder sequence
    • Agent handoff & escalation flow
    • KYC & document collection workflow

    Onboarding & support (short list)

    Data mapping, workflow design, and compliance checks.

    Single point of contact throughout setup.

    Teach your team to refine intents & responses.

    Use-case guides, compliance templates, runbooks.

    Quarterly review & tuning sessions.

    Background

    Integrations

    Connect your CRM, marketing apps, spreadsheets, communication tools, and calendars effortlessly.

    Note: Custom integrations via API/webhooks available; data transfers follow encryption & consent rules.

    Why choose BotXio’s AI Insurance Agent? (value bullets)

    Background

    slash manual intake time by up to 70%.

    proactive renewals increase retention by X% (client example).

    automate repetitive work at fraction of hiring cost.

    audit trails and role-based controls for compliance.

    handle spikes (catastrophe claims) without adding staff.

    Pricing signal & CTA

    Flexible pricing: pilot → scale model. Enterprise packages include white-label, dedicated SLA & on-prem options where required.

    A mid-sized motor insurer reduced claim intake time from 48 hours to under 6 hours and cut manual errors by 65% within 90 days of deploying BotXio AI Insurance Agent.

    Frequently Asked Questions

    Yes — BotXio supports encrypted PHI handling and can be configured to meet local healthcare/privacy rules.

    Upload policy docs, example chats, SOPs and we ingest & map intents; you validate flows via a staging interface.

    50+ languages plus region-specific variants; auto-translate and localise tone.

    Use rule-based thresholds for auto-escalation to human adjusters or supervisors with full chat context.

    Yes — enterprise customers can choose cloud, hybrid, or on-prem deployments for sensitive data.

    Ready to cut claim times and delight policyholders?

    Experience
    Botxio AI Assistant