AI Automation for Insurance & Finance
You manage complex claims and billing, while staying compliant and hitting SLAs. But manual steps and unpredictable AI slow you down. Zingtree fixes that. You control the logic. We enforce it.
Proven results that speak volumes
What you can automate with Zingtree
Claims & Disputes
Guide users through FNOL intake, eligibility checks, and dispute resolution—without missing steps.
Fraud & Compliance
Trigger real-time fraud review or verification paths based on transaction patterns, policy rules, or user input.
Retention
Handle cancellation calls with logic-based save plays, downgrade workflows, and incentive paths.
Billing
Resolve co-pay disputes, invoice mismatches, or payment escalations with business rules and policy context.
Mike Jennings
VP of UK Operations at Corpay
We work in a regulated environment, and it’s a great tool to make sure all agents are able to use the right process in the right place, at the right time.
- $1.5M increase in operations revenue
- 92% reduction in agent errors
- 95% boost in NPS
Enforce compliance without slowing customers down
Embed your business rules into every workflow, so customers follow the right steps, every time.
- Use policy-aware logic to enforce eligibility rules for claims, billing, and fraud
- Route flows dynamically based on geography, coverage level, or customer type
- Maintain a full audit trail: every version, decision, and update is traceable
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Surface fraud risk signals behind the scenes – without adding friction to the customer journey
Guide customers through claims with workflows that adjust to policy rules and product types
Let conversational AI handle nuanced eligibility questions
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Guide agents through compliant, pre-approved save strategies, so you reduce churn without risking consistency.
Personalize retention scripts using policy data and tailor each save attempt.
Pull loyalty tier from your policy platform, so agents don’t waste time toggling between systems.
Resolve faster by connecting live data and actions
Integrate with your systems in real time, so agents pull the right data and trigger the next best action automatically.
- Read from and write to CRMs, billing tools, policy systems, or fraud engines
- Trigger downstream updates, alerts, or flags directly from the flow
- Deliver in the moment. Pull customer, product, or policy data right when it’s needed—no lag, no guesswork.
Drive consistent resolution across agent
assist and self-service
One flow. Consistent outcomes.
- Let agents work inside their CRM with guided, embedded workflows
- Customers self-serve without hitting dead ends or logic gaps
- One flow powers web, chat, phone, and agent assist
Features
Policy & Claims Logic
Error Handling & Accuracy
Audit & Compliance
Process Changes
Internal Tools
Manual upkeep
Agents improvise
Hard to trace
Dev cycles required
GPT Platforms
AI guesses
Bots hallucinate
No audit trail
Retraining needed
Zingtree
Embedded rules by policy, region, tier
Dual-confirm logic, structured guardrails
Versioned, logged, and regulator-ready
Ops can update logic, no IT required
See It in Action
Let’s walk through a real workflow in claims, billing, or fraud. See how Zingtree works in your world.