Intelligent automation for insurance enterprises
Give agents the right policy and information while providing customers compliant advice every time. Zingtree guides the next best action for both agent-assist and self-service.
How zingtree helps
Compliant scripts & policies—every time
Automatically present correct coverage details and scripts, so even new or offshore agents can offer accurate advice. Connect with IVR, CRM, and homegrown systems to authenticate customers and personalize workflows based on specific context and personalized profiles.
No more screen-hopping
Integrate external data—claims history, policy types—directly into your CRM through workflows. Use AI to quickly interpret terms and conditions—giving instant answers to agents and customers.
Fewer mistakes, lower costs
Reduce training overhead and compliance errors with AI-powered workflows that ensure every agent follows the right process. Protect revenue by standardizing how new hires and outsourced teams work.
Automation use cases
- Coverage inquiry & verification: Provide instant, AI-driven coverage answers—no more digging through T&Cs.
- Guided self-service FAQs: Deflect routine questions with step-by-step workflows on your website.
- Policy quoting, underwriting & purchase: Combine quoting, checks, and purchases—no repetitive questions.
- Policy cancellations & refunds: Retain customers with AI-generated policy suggestions at cancellation.
- Account servicing & policy maintenance: Update details, adjust coverage, and renew policies in your CRM.
- Automated coverage recommendations: Use AI-driven insights to tailor product and add-on suggestions.
- Fraud detection and prevention: Spot suspicious claims early and auto-route cases for investigation.
- Claims management: Verify info, calculate payouts, and update statuses via self-service or agent assist.
Key features
No-code Builder
Easily build, review, & publish workflows with no IT assistance required.
Dynamic Workflows
Automatically select the right resolution path based on caller info and history.
Native Integrations
Connect claims and accounting systems to your CRM, so agents never switch screens.
AI Actions
Automate data lookups, populate fields, and streamline decisions without manual work.
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Secure & compliant
Want to see Zingtree in action?
Schedule time with our team to get a full breakdown of everything Zingtree can do. Recommended for B2C enterprises with high complexity in products, compliance, and regulations.