AI-Agents for Insurance working with Intercom
Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.
Bring a policyholder's chat question to a teammate for judgment.
Get a focused question in a private group chat and the handoff link in your inbox when a customer chat needs a teammate's judgment.
32 toolsPrepare answers to policyholder emails for the assigned approver.
Your chosen approver gets a proposed reply beside the customer's message, ready to review before anyone answers.
24 toolsHand off policyholder cases with context and a clear next action.
Your specialists get the customer's request and a clear next step, while former owners know who took over the case.
26 toolsAnswer routine policy questions and flag coverage decisions for review.
Your routine support emails get a reply in the same conversation, while cases needing judgment land in your lead's decision list.
10 toolsSend approved absence replies to policyholders waiting on their contact.
Customers get a reviewed reply while their usual contact is away. Urgent requests reach the teammate covering for them.
14 toolsMatch policyholder account questions with past cases and current guidance.
Your customers get policy-linked answers to routine account questions, while exceptions reach your support team with the facts in hand.
12 toolsHand off escalated policyholder requests with prior replies and files.
Your escalated support requests reach a named person with the conversation, available files, and a clear next step.
13 toolsAnswer common policy questions when an approved FAQ clearly matches.
Your customers hear back by email on familiar questions, while tickets needing a personal answer stay open for your support team.
9 toolsGive policyholder support cases a clear owner and contact details.
Your team gets clear support cases with owners. Everyone knows which case number to work from.
9 toolsAnswer policy questions from articles or open a ticket for staff.
Your visitors get linked answers in website chat, while questions your articles cannot settle go to your support team.
12 toolsAnswer policyholders' general questions from approved public articles.
Visitors get answers while your team is away, with article links they can check and clear handoffs for questions that need a person.
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