Your Partner Through The Digital Age

Your Partner Through The Digital Age

"Insurance Bot and Customer Conversation"

Deliver Future-Ready CX With AI In Insurance

From guiding with the right insurance policy to purchase to claims-related assistance and queries, seamlessly automate complex insurance CX workflows

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"insurance bot"

Intelligent AI automation brings a lot of relief to insurance workflows

With the world within the reach of a couple of screen scrolls, customer demands are steadily increasing. Thus, what your business needs is an intuitive partner who understands the business communication and CX needs. Naturally, global insurance companies are now turning their heads to spruce up their operational scale and embracing AI automation for this.’s extensive AI automation suite caters to all the pain points that perplex the insurance companies. By introducing seamless automation and high accuracy, AI in insurance helps companies deliver best of what is expected from them: intimate, precise and empathetic experience.

The results have been favorable


Automation of support queries


Increase in operational efficiency


Improvement in customer satisfaction


Reduction in operational cost

AI based automation makes end-to-end customer journey seamless

Streamlining and simplifying insurance operations with AI driven solutions

"insurance operation automation"

Discovery Of Policy Options

Help your customers explore policy plans with improved engagement across languages and modern channels that customers use. Let automation take care of the customer queries related to policy options, benefits, trends and more.

Customer Onboarding

Automation makes your customer onboarding experience smooth, uncomplicated, and seamless. From providing interactive forms to capture data with context retention to document submission and validation, Engagely automates document-heavy processes with industry-leading document intelligence

Policy Premium

Streamline premium paying workflow by providing a premium difference calculator and replacing tedious, paper-based processes with end-to-end CX automation that includes verification, authentication, digital payments, and much more.

Claim Related Assistance

Engagely helps in taking all your tedious, manual claim related tasks such as calculating claim, validating, sending timely notifications and updates off your plate, so your customer support agents can focus on what they do best.

Policy Renewal & Cancellation

Automate these paper-heavy manual tasks with Engagely. From reminding customers through email or WhatsApp to notifying them about their upcoming renewal or cancellation processes, it takes care of it all.

Real-time Assistance With Support Queries

With FAQ automation, help your customers self-serve for repetitive queries and their concerns regarding all insurance activities across languages and channels. It also lets you inform your customers about new policy plans and updates etc. with the outbound reach.

Streamlining the dynamic insurance operations with’s extensive AI automation products

"engagely automation cloud"
"unified communication cloud"
"engagely analytics cloud"

Engagely Automation Cloud

Enable quick turnaround times and a smarter approach to your insurance operations. Resolve customer queries with Engagely’s comprehensive suit of intelligent virtual assistants (IVAs) across voice, email and chat channels. The voice AI and insurance chatbot can efficiently manage the full lifecycle of policy purchase to claims including transactions and interactions at scale.

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"engagely automation cloud"

Unified Communication Cloud

Be available for your customers just around the clock, across their preferred channel and language with Engagely’s unified window console. Also right from handling insurance support queries to assisting customers to choose the best insurance policy as per their needs, the powerful solutions have got it all covered.

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"unified communication cloud"

Engagely Analytics Cloud

One place for the 360 degree view of a customer’s data. The analytics cloud lets you check out real-time analytics that help you plan new business strategies and elevate your business growth. The deeper insights on the plans customers are opting for, repetitive queries on policies, customer behavior and buying data patterns help you optimize processes and make right proactive decisions.

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"engagely analytics cloud"

Engagely earns its trust globally with the world class solutions

"insurance curated AI models"

Insurance Curated AI models

"no code platform"

Faster Deployment With No Code

"NLP engine"

Advanced Proprietary NLP Engine

"AI Based Data Security"

Multi-Layered AI Based Data Security

"Integration With CRM and APIs"

Easy integration with new or your existing systems

Enhancing customer support and engagement in 35+ channels across chat and voice

Our success in transforming insurance operations


Enhanced Customer Engagement using WhatsApp Bot

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The client is a leading InsurTech platform to purchase life and general insurance products. The client focuses on introducing and delivering value-based, innovative, and competitive solutions for their customers....


Transforming merchant/distribution partners engagement using Conversational AI

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The first payments bank to go live with 410 branches and more than 25,000 banking points on day one....

Take the first step towards CX transformation by connecting with our AI expert today.