Insurance & Finance
Tolki for Insurance & Finance. Support your customers and convert your leads.

Automate claims, renewals, and complaints, as well as re-engage leads from abandoned quotes or comparison sites. Always respecting your policies and tone of voice.

Key Metrics

20% increase in lead conversion for abandoned quotes with our AI agent

Key Challenges

High Customer Churn

Customers switch providers due to slow service, complex claims processes, and lack of personalized communication.

Inefficient Claims Processing

Manual handling of claims leads to delays, errors, and increased operational costs.

Missed Sales Opportunities

Lack of a dedicated follow-up system for abandoned quotes and leads from comparison websites.

Our Solution

Automated Claims and Support

Our AI agent guides customers through the claims process, collecting information and providing status updates 24/7.

Benefits
  • 30% faster claims resolution and higher customer satisfaction.

Proactive Lead Nurturing

The AI agent re-engages potential clients who have not completed their quotes, turning them into successful sales.

Benefits
  • Up to 20% conversion rate increase for abandoned quotes.

Personalized Customer Experience

Offer tailored advice and cross-sell opportunities based on customer history and data, building loyalty.

Benefits
  • Increased policy renewals and customer lifetime value.
Ready to boost your sales and support?

Request a personalized demo to see Tolki AI in action.
Prefer email instead? Contact us at sales@tolki.ai

 
 

Use Cases

Find out how leaders in Insurance & Finance use Tolki AI to move faster and do more.

1 Policy Renewals

The AI agent can proactively contact customers for policy renewals and handle the process automatically.

2 Claims Triage and Intake

AI helps in the initial phase of a claim, collecting details and classifying the severity of the case.

3 Customer Inquiry Routing

The AI accurately routes customer inquiries to the right department, reducing handling time and friction.