Governed Agentic AI for Insurance & Financial Services
Zingtree understands the customer, applies your policy and compliance rules, and moves the case forward with every required verification, disclosure, and approval in place.
Policyholder · Incoming call
00:02
I was rear-ended on my way to work. I need to make a claim.
AI Agent
I'm sorry to hear that. I'll open your claim and check your cover.
Your rules
Identity
Coverage
Disclosures
Claim opened
Claims handler
Full context received
Put Zingtree to work across insurance and financial services
01
Claims & FNOL
Voice, integrated with your CCaaS
02
Card & credit servicing
Email
03
Renewals & retention
Chat
Other AI agents teams build
Agent error reduction
Faster case documentation
$
.
Revenue increase
AI understands the customer. Your business rules control the decision.
Zingtree keeps AI separate from the decision logic. AI can understand the customer, extract the details that matter, and keep the conversation moving. Your rules determine what must be verified, which disclosures must be delivered, and when approval is required.
01 - Understand02 - Check and hand off03 - Act and record
Understand the case without forcing the customer through your process
- Understand the request even when the customer explains several things at once or out of order.
- Extract the information your process needs from the conversation and account context.
- Use AI where interpretation helps without asking the model to remember every policy.
01 - Understand02 - Check and hand off03 - Act and record
Apply your rules before anything gets approved
- Pull policy, coverage, eligibility and account data from your systems.
- Enforce required disclosures, verification steps and approval limits outside the AI.
- Route the case to a handler whenever your rules require human approval.
01 - Understand02 - Check and hand off03 - Act and record
Execute the outcome with a full record
- Open the claim, update the case, or trigger the next action in your systems.
- Draft the response for approval when your process requires a human sign-off.
- Record the inputs, rules applied and actions taken so the decision can be traced later.
Built for workflows a regulator may read later
SOC 2 Type II
HIPAA
GDPR
CCPA
WCAG 2.1 AA
Start with the workflow with the most rules
Bring us the claim, servicing, or regulated sales process with the most exceptions, approvals, and compliance requirements. We’ll show you how it runs.