AI chatbot for insurance brokers
What the cover includes, in the words a customer uses
Insurance is written in one language and asked about in another. An assistant that reads your product documents and policy wordings answers the cover question in the customer's words, and names the document it came from.
A customer wants to know whether a burst pipe is covered. The answer is in a forty-page wording nobody reads, so they call instead, and an adviser who should be placing risks spends the afternoon reading clauses down the phone.
- Policy wordings and product documents
- Cover summaries and lists of exclusions
- The claims process, step by step
- The renewal and cancellation questions your team answers by phone
What it does
The section, not a paraphrase
Every answer cites the document it came from, which is the difference between a useful assistant and a compliance problem.
It knows where it has to stop
Set it to explain cover and process and to hand over on anything that would be advice, a price or a decision on a claim. Refusing is configured behaviour, not a hope.
The enquiry arrives with its context
A renewal question or a new-business enquiry becomes a lead in HubSpot carrying what the customer already explained, so nobody starts the conversation from zero.
Questions people ask
Can it quote a premium?
No, and it should not. Pricing depends on data it does not hold. It explains cover and process, and hands the enquiry to an adviser with the conversation attached.
Can it decide a claim?
No. It explains what the process is, which documents are needed and how long each step takes. The decision is a person's, and the assistant says so rather than guessing.
How do we stop it from giving advice?
The system prompt is yours to write and retrieval is limited to the documents you upload. Where nothing is retrieved above the threshold you set, it says it does not know instead of improvising.
Connect it to
Upload your documents, get answers that cite them
One knowledge base, an AI chat or an Ask AI search on any site, and every answer with the passage it came from. Free for 14 days.