Chloe for Insurance
FNOL intake, claim updates, policy questions. Transform submissions and close out claims faster.
Get StartedWho Chloe Is
Chloe is your intelligent claims and policy support assistant. She automates claim intake, quote requests, and renewal reminders with precision and empathy — providing instant answers while keeping every interaction compliant and consistent.
What Chloe Does
Policy Quotes
Captures details for new policy requests, verifies eligibility, and routes qualified leads to your sales team for faster follow-up.
Claims Intake and Status Updates
Handles first notice of loss (FNOL), gathers required documentation, and provides real-time status updates throughout the claims process.
Renewal Management
Sends proactive renewal reminders, captures updated information, and initiates policy renewals automatically.
Billing and Payments
Provides payment due dates, balances, and receipt confirmations, reducing inbound billing calls.
Cross-Selling and Upselling
Identifies relevant add-ons — such as renters, life, or vehicle coverage — and suggests them contextually during policy interactions.
See It In Action
Watch how Chloe manages claims, policy updates, and renewals in real time.
How Chloe Works
Understands the request
Detects the customer's intent — whether they're reporting a claim, checking status, or requesting a quote — and triggers the right workflow.
"I need to report a car accident."
Verifies identity securely
Authenticates the caller using name, policy number, or claim ID to ensure compliance and accuracy.
Checks your systems in real time
Integrates with your CRM, claims management system, and policy database to retrieve and update information instantly.
Takes action
Files new claims, captures required information, uploads documentation, and schedules follow-ups automatically.
Closes the loop
Sends confirmation to the customer, updates records, and triggers notifications for the appropriate teams.
Why Insurance Providers Use Chloe
Missed Inquiries
Every claim and quote request is answered instantly.
Claim Intake
Quick and accurate FNOL processing without human bottlenecks.
Consistent Communication
All policy details and messages stay compliant and accurate.
Accuracy
Data, documentation, and updates are logged automatically.
Connected to Everything That Matters
Chloe integrates with major insurance platforms such as Guidewire, Duck Creek, Salesforce Financial Services Cloud, and Applied Epic. She connects claims, billing, and CRM systems for a unified customer experience. Setup includes compliance validation and guided deployment to ensure reliability and security.
Guidewire
Duck Creek
Salesforce FSC
Applied Epic
Vertafore
Majesco
Insurity
Snapsheet
LexisNexis
Stripe
Twilio
Zendesk
Safety, Privacy, and Controls
Enterprise-grade security with granular controls to meet your compliance requirements.
Privacy Settings
Secure Authentication
Identity verification and encrypted access for every policyholder interaction
Data Encryption
All claim and policy data encrypted in transit and at rest
Compliance Alignment
SOC 2, HIPAA, and GDPR-ready processes to meet insurance data standards
Retention and Audit Policies
Configurable data retention and redaction rules for regulatory compliance
Rollback and Testing Controls
Validate automation safely before live deployment
Outcomes You Can Expect
30% faster quote turnaround time
20% reduction in inbound call volume
5–10% increase in renewals and upsells
Fewer delays and backlogs during peak claim seasons
Stronger customer satisfaction and trust
Pricing That Scales With Your Agency
Choose the plan that fits your volume and client base.
SMB
Automate daily operations in under 2 minutes.
Perfect for small teams that want instant AI voice automation without setup hassles.
AI Voice Agents
Talk to customers automatically
Workflow Builder
Design call flows visually
App Integrations
Connect your favorite tools
Multi-Call Handling
Answer many calls at once
Smart Knowledge Base
Pulls answers from your info
Complete Voice Platform
Everything to launch in minutes
Agency
White-label and resell agentic AI at scale.
Ideal for marketing, CX, or automation agencies building AI-powered client offerings.
Includes all SMB features, plus:
White-Label Setup
Your brand, your platform
Client Management
Unlimited client accounts
Growth Tools
Built-in analytics & templates
Priority Support
Direct help from our team
High-Volume Calls
Scales for large campaigns
Enterprise
Tailored deployments with full compliance and support.
For large organizations requiring dedicated architecture, integrations, and enterprise-grade SLAs.
Includes all Agency features, plus:
Custom Integrations
Built for your tech stack
Enterprise Security
SOC2, HIPAA, GDPR ready
Dedicated Expert
Your own solution architect
Guaranteed Uptime
99.9% reliability SLA
Custom Dashboards
Tailored reports & insights
Ready to put Chloe on the front line?
Your customers get faster resolutions. Your team focuses on what truly matters — trust and growth.