How to automate insurance policy checks with AI

"I think my policy's due for renewal soon" "Can I add accidental damage?" "How much is it to go premium?"

Think how many times your support agents answer routine questions for customers about their insurance policy, then think how much time they’d gain if people could make those checks for themselves, any time of the day or night, from any place and in any language. Automation gives people freedom.

Apps that support this enquiry

Why automating insurance policy checks is good for business

Why automating insurance policy checks is good for business

An AI assistant helps you save money, time, speed up, be more efficient, increase engagement, improve accuracy, offer 24-hour service, personalise, increase loyalty, ultimately improve customer experience so you can automate insurance policy checks instantly.

Questions from your customers

Easily set up your AI assistant to respond to routine enquiries about insurance policy checks instantly at any time of the day or night, on any channel and in any language.

"I think my policy's due for renewal soon" "Can I add accidental damage?" "How much is it to go premium?"

Providing AI powered customer assistants to over 12,000 global businesses

EBI technology partners

Choose your template to automate insurance policy checks

AI Studio is connected to these apps and platforms (and we’re adding more all the time), so find your go-to system and use an AI assistant to automate insurance policy checks.

flows-make

Automate insurance policy checks with Make

Link up your AI assistant with Make in minutes.
Make is brilliant for visual automation.

flows-zapier

Automate insurance policy checks with Zapier

Link up your AI assistant with Zapier in minutes.
Zapier is brilliant for automating workflows.

flows-hubspot

Automate insurance policy checks with HubSpot

Link up your AI assistant with HubSpot in minutes.
HubSpot is brilliant for inbound marketing.

flows-freshdesk

Automate insurance policy checks with Freshdesk

Link up your AI assistant with Freshdesk in minutes.
Freshdesk is brilliant for customer support.

flows-zendesk

Automate insurance policy checks with Zendesk

Link up your AI assistant with Zendesk in minutes.
Zendesk is brilliant for helpdesk support.

flows-jira

Automate insurance policy checks with Jira

Link up your AI assistant with Jira in minutes.
Jira is brilliant for project management.

flows-mailchimp

Automate insurance policy checks with Mailchimp

Link up your AI assistant with Mailchimp in minutes.
Mailchimp is brilliant for email marketing.

flows-campaign-monitor

Automate insurance policy checks with Campaign monitor

Link up your AI assistant with Campaign monitor in minutes.
Campaign monitor is brilliant for campaign tracking.

flows-dropbox

Automate insurance policy checks with Dropbox

Link up your AI assistant with Dropbox in minutes.
Dropbox is brilliant for cloud storage.

Your 3 steps to automation

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Select the template for the business app you normally use to automate insurance policy checks and click through

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Log in to your AI Studio account or, if you don’t have one, sign up to launch an AI assistant in less than 10 minutes

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You’ll then be taken straight through to the template to link up your AI assistant with your chosen app to start automating insurance policy checks

Our AI assistant assists customers by making useful information more readily available in ways that haven’t been possible before, and therefore reducing pressure on our service centres.

Claire Hird

OPERATIONS DIRECTOR for LEGAL & GENERAL INSURANCE

Frequently asked questions

How do I launch an AI assistant so I can use this feature?

It takes less than 10 minutes to create an AI assistant using AI Studio and you don’t need any technical skill to do it. You can launch an AI assistant using only your website URL.

See also: How to use AI Studio

Where do I find the template to automate insurance policy details?

Click on the link to automate insurance policy details and you’ll land on the Flows page of AI Studio (a ‘flow’ is a question and answer set that lays out the flow of the conversation between your visitor and your AI assistant). In this case, the flow for automating returns will be open and ready for you to approve. You can edit, add or delete flows at any time.

Related templates to try:

Automate call routing
Automate deal creation
Automate signups
Automate customer feedback

Why do companies automate checking insurance policy details?

Organisations automate insurance policy checks because this is a necessary, but repetitive task for human agents to carry out. Using an AI assistant to confirm policy details speeds up the process for customers, so there’s no frustration, and gives your teams more time to work on profitable, rewarding or sensitive tasks where the human touch is needed and/or valued.

How does automating insurance policy checks benefit my customers?

When a customer service process is automated, your response time is instant, which saves your customers time. Your service becomes accessible 24 hours a day, on any channel and in any language, so customers can get in touch with you wherever they are and at a time most convenient to them. This can significantly help improve customer satisfaction and increase loyalty, but at the same time, reduce your customer support costs, so you can spend more on making improvements to your offers, products and services overall.

More on these goals and metrics:

How do you calculate your Customer Satisfaction Score (CSAT)?
What is customer effort score (CES)?
What is First Contact Resolution (FCR) and how do you calculate it?
What is First Response Time (FRT)?