Chatsy
Insurance Solution

AI Chatbot for Insurance Companies

Streamline policyholder support while maintaining compliance. AI that understands insurance.

No credit card required

60%
Call Deflection
24/7
Policy Access
50%
Faster Quotes
Compliant
Communications

AI agents built for insurance

Automate policy inquiries, claims support, and quote requests. AI handles routine insurance questions securely and compliantly.

Policy Self-Service

Policyholders check coverage, limits, and documents instantly.

Claims Status

Automated updates on claim progress and next steps.

Quote Assistance

AI gathers information for quick, accurate quotes.

Compliance Built-In

Responses follow regulatory requirements and disclaimers.

What it handles

  • Policy coverage questions
  • Claims status inquiries
  • Quote requests
  • Payment and billing help
  • Document requests
How It Works

Get started in minutes

1

Connect your data

Upload help docs, FAQs, and product info so the AI learns your business.

2

Configure behavior

Set the tone, escalation rules, and topics the agent should handle.

3

Deploy anywhere

Embed on your site, connect to Slack, WhatsApp, or use our API.

4

Monitor & improve

Review conversations, refine answers, and optimize over time.

Insurance companies handle enormous volumes of routine inquiries that consume customer service resources. Policy coverage questions, claims status checks, payment inquiries, and quote requests represent the majority of interactions—and they're perfectly suited for AI automation. Yet many insurers hesitate to implement AI due to compliance concerns and the complexity of insurance products.

Compliant AI Trained on Your Policies

Chatsy addresses these challenges directly. The AI can be trained on your specific policies, coverage terms, and procedures to provide accurate, compliant responses. Configure required disclaimers and regulatory language that AI automatically includes in relevant responses. When conversations venture into territories requiring licensed agents—claim disputes, coverage recommendations, or complex policy changes—AI seamlessly escalates with full context.

Self-Service That Policyholders Love

For policyholders, the experience is dramatically improved. Instead of navigating phone trees and waiting on hold to check a claim status, they get instant answers through chat. Coverage questions that would require finding policy documents are answered immediately. Billing inquiries, payment scheduling, and document requests are handled automatically. This self-service capability is especially valued by younger policyholders who prefer digital interactions.

Accelerating the Quote-to-Bind Process

Quote generation becomes faster and more consistent. AI gathers necessary information through conversational interaction, calculates estimates based on your rating parameters, and can either provide instant quotes or hand off to agents for complex cases. The guided quoting process ensures all required information is collected, reducing back-and-forth and accelerating the sales cycle.

Security

Enterprise-grade security & privacy

Your data stays yours. Chatsy is built with security-first architecture trusted by 500+ companies.

PII Protection

Personally identifiable information encrypted and access-controlled with role-based permissions.

Regulatory Disclaimers

State-specific insurance disclaimers configured automatically based on policyholder location.

Claims Data Integrity

FNOL and claims data captured with tamper-proof audit trails for adjuster review.

SOC 2 Compliant

Enterprise infrastructure meets SOC 2 requirements for data security and availability.

Frequently asked questions

Is Chatsy compliant for insurance communications?

Yes. Configure required disclaimers, regulatory language, and compliance rules. AI includes appropriate disclosures and escalates sensitive topics to licensed agents.

Can Chatsy integrate with our policy admin system?

We integrate with major insurance platforms via API. Policyholders can check coverage, view documents, and get personalized information securely.

How do you handle claims?

AI provides status updates, explains next steps, and collects documentation. New claims can be initiated through chat with proper routing to claims adjusters.

How quickly can I deploy AI support for my insurance company?

Implementation typically takes 1-2 weeks, including compliance review and integration with your policy admin system. Our team works with your compliance department to configure required disclaimers and regulatory language.

Can the AI help with FNOL (First Notice of Loss) claims?

Yes, Chatsy can guide policyholders through the initial claims reporting process—collecting incident details, policy numbers, and supporting documentation. The structured intake data routes directly to your claims team for faster processing.

Transform insurance support with AI

Deploy an AI agent trained on your content in minutes. No code required.

No credit card required