InsureSight ITC Vegas · Sep 29 – Oct 1
Agentic policy servicing

The servicing
desk that never
puts them on hold.

An AI agent that answers your policyholders on the phone and the web. It knows who is calling before they speak, verifies them, and answers from your live policy system. Behind it sits a read on the book those calls come from.

EN·ES
Auto-detected
24/7
No phone tree
Live
Reads your system
Channels
Phone · Web · App
Languages
EN · ES auto-detect
Hours
24 / 7 no phone tree
System of record
Live read your API
Every call
Transcribed and summarised
01

What's live, and what isn't yet.

Everything in the first four rows is running today against a carrier's own policy system. The last row is roadmap, and we'll tell you which parts depend on what your system exposes.

On the phone
Caller known before helloVerify by licence or ZIPPolicy & coverageDeductiblesBalance & due datePast-due alertsClaim statusID card by emailCallbacks to your teamEnglish & Spanish
On the web
Policyholder loginPolicy & billingDigital ID cardDocumentsInstallable app in your brand
On your book
Loss ratio & developmentFrequency vs. severityLate reportingAgency concentrationNew-agency early warningDuplicate payments
Underneath
Reads your system of recordOne deployment per carrierPer-carrier brandingEvery call transcribed
Roadmap
Payments by linkAutopay enrollmentClaims intakePolicy changesTelematics
02

Three steps, every channel, seconds.

The same identify-and-verify runs behind the phone and the web, so a policyholder is checked the same way wherever they start.

Identify

Match before hello

Caller ID (or an app login) resolves the policyholder before they say a word. No "enter your policy number."

Verify

Confirm it's them

A quick knowledge check (last four of the license, or ZIP) before any policy detail is shared.

Resolve

Answer from the record

Policy status, coverages and deductibles, balance and due date, claim status, ID card. Read live from your system, never from a copy.

03

And a read on the book behind the calls.

The same connection that answers a policyholder reads the claims and premium ledgers behind them. It tells a carrier where its book is moving, which agencies are driving it, and what it cannot yet say.

Development, not snapshots

Where the loss ratio is really moving

Accident years compared at the same age, and every move split into frequency, severity and rate. Each has a different owner, so the split tells you who acts.

Agencies

Which agencies carry more than their share

Late reporting, claims soon after inception, early-tenure frequency, and loss share against policy share. We only show a signal that clears a statistical bar, and we count how many reviews name the same agency.

Method

It says what it can't support

Figures are reconciled against the carrier's own reports, and the screen says so where they don't reconcile. It won't rank agencies on data too thin to be credible, and it warns without recommending. The decision stays yours.

04

One agent behind every door.

Not three integrations to keep in sync. One servicing engine, one access model. Adding a carrier is configuration, not a rebuild.

Phone
A toll-free line answered by a natural, bilingual voice agent. ANI pre-identifies the caller before the first word.
Web
A login-gated portal on the carrier's own subdomain. Policy, ID card, and billing at a glance.
App
An installable, home-screen app in the carrier's brand. No app-store gatekeeping, same agent underneath.
05

Connected and live.

Live in pilot with Entegra General, a multi-line MGA, on a toll-free servicing line and a branded policyholder app, reading straight from their policy system.
Connection · established
insuresight ~ pilot --carrier your-book

Put a live servicing agent on your policies.

We'll stand up a working pilot against your policy system and show you the calls it resolves and the read it gives on your own book. At ITC Vegas, Sep 29 – Oct 1? Let's find a time.