OpenDialog's
Insurance AI
Co-Pilot
Empowering Insurance
Agents with AI-Driven Productivity
OpenDialog's
Insurance AI
Co-Pilot
Empowering Insurance
Agents with AI-Driven Productivity
Transform Your Agents Productivity with OpenDialog’s AI Co-Pilot
The Specialist Conversational AI Solution Built Specifically for Insurers, Brokers and MGA’s.
Meet the Insurance AI Co-pilot by OpenDialog. Access critical information instantly and streamline your operations with our intuitive interface and robust AI capabilities. Enhance your agents’ productivity and deliver accurate, timely, and efficient service to your policyholders.
Transform your team’s productivity and maximize efficiency today.
Trusted across regulated organizations:
For Insurers, Brokers and MGA's.
The Ultimate Insurance Agent Productivity Solution
AI Co-Pilot for Policy Queries
Insurance agents face overwhelming challenges with intricate policy details, complex regulations, and rising customer demands. Traditional, manual methods of accessing policy information are slow and can be error-prone, causing inefficiencies, delayed customer responses, and higher operational costs. As policies become ever more complex and change regularly, the need for accurate, timely information is crucial, but current approaches often fall short.
How Co-Pilot for Policy Queries Transforms Insurance Workflows:
Efficiency: Reduces time spent on manual searches and compliance checks, allowing agents to focus on sales and customer relationships. With AI Co-pilot, call handling times for policy queries— which account for approximately 48% of customer contacts—can be reduced by 80%.
Accuracy: Provides up-to-date policy information and instant and live responses, enhancing service quality.
Ease of Use: Intuitive platform with minimal training required, leading to quick adoption.
Operational Cost Reduction: Streamlines operations, reducing administrative time, resource use and time to onboard new employees. With contact center agents managing 30-50 calls daily, each taking 5-20 minutes, the AI Co-pilot can reduce handling times by 80%.
Risk Mitigation: Ensures compliance, reducing the risk of fines and legal issues.
Competitive Edge: Enhances service speed and accuracy, improving market position.
Improved Service: Faster and more accurate responses to inquiries, leading to greater satisfaction and trust. With policy queries making up 48% of customer queries, reducing handling times by 80% greatly enhances the customer experience.
Personalization: Tailored responses and summaries, enhancing the overall customer experience.
Increased Loyalty: Better service quality fosters higher retention and loyalty.
FAQs
How do my agents use it?
The AI Co-Pilot seamlessly integrates with your existing web-based tools, allowing agents to access it directly from the platforms they already use.
How many policy documents can it handle?
The AI Co-Pilot can be trained on multiple policy documents and other assets. It applies business rules to manage relationships between assets, policies, and products effectively.
How fast can it be deployed?
Reach full functionality within weeks, delivering early value to your agents in as little as 14 days.
How long does it take to train my team?
Agents can complete self-paced training in just one hour.
Does it integrate with my PAS?
Yes, OpenDialog is pre-integrated with leading PAS platforms and offers a no-code integration builder for custom insurance applications.
Does it provide a transcript of responses and store them in my PAS/CRM?
Yes, transcripts of all agent-policyholder interactions are available, with advanced analytics modules for selected users or teams to support compliance and ongoing improvements.
How does OpenDialog ensure accurate responses?
The OpenDialog Operating Model® ensures a safe and scalable approach to implementation. This model includes comprehensive design, training, testing, and validation processes to guarantee the accuracy and reliability of Co-pilot responses before they are deployed.
Customer success stories
82%
automation rate
25%
sales uplift
“OpenDialog’s team is top drawer, it’s been an absolute pleasure. Our process is now a lot quicker and we have more dialogue with customers, leading to associated savings and more opportunities to capture sales.”
Anthony Fletcher
Chief Operating Officer
VRG, Part of Davies Group
Rest Easy on Regulations With OpenDialog
OpenDialog is the best Conversational AI platform for insurance and other regulated industries, thanks to its extensive analytic functionality that supports regulatory compliance, safety and explainability as well as underpinning continuous improvement and enhancement.
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