Solutions

AI customer service for insurance

The same coverage and claims questions arrive every day, and quote requests are incomplete.

In short

AI customer service for insurance is a website assistant that answers buyer questions from your own content, captures the enquiry and hands it to your team. It is built for digital lead or broker operations manager dealing with the same coverage and claims questions arrive every day, and quote requests are incomplete.

Digital lead or broker operations manager
Answers cite your content
Lead captured with the conversation
Handoff to a person
Live in about 10 minutes

Buyer psychology

What the digital lead or broker operations manager is actually thinking

The decision is emotional before it is technical. These four things decide whether they try the assistant.

What triggers the search

The same coverage and claims questions arrive every day, and quote requests are incomplete.

What they are afraid of

A bot that gives advice or misstates cover, creating a compliance problem.

The objection to answer

“Insurance text is regulated — a chatbot cannot touch it.”

The proof that closes it

Exact wording comes from approved content; advice and claims go to a licensed person.

The problem

What insurance teams deal with

Coverage confusion

Customers ask what each plan includes, repeatedly.

Incomplete quote requests

Basic details are collected by hand or missing.

Claims misrouted

Claim questions land in a general inbox.

Regulated wording

Paraphrasing policy text creates compliance risk.

In practice

A real insurance conversation

BA

Insurance

AI assistant · answers from your content

Is accidental damage included in the basic plan?

The basic plan covers accidental damage and theft up to $50,000. Full details are in the policy summary.Source: Policy summary

Should I switch to the premium plan?

I cannot advise on suitability. A licensed adviser can review it — what is your email?Source: Handoff

Ask anything…

Sample conversation. Answers come from the content you publish.

Decision criteria

What buyers compare

Capability	DeskClerk AI	A generic chatbot
Quotes approved wording	Yes	Paraphrases
Advice blocked	Yes	Often not
Claims routed	Yes	Generic inbox
Quote details captured	Yes	Form only

Search and AI answers

How insurance buyers search

Buyers ask search engines and AI assistants the same questions they would ask a person. This page and the assistant answer with the same facts.

ai chatbot for insuranceinsurance quote chatbotpolicy question chatbotinsurance lead qualificationclaims routing chatbot

Questions they type or ask AI

“What does the basic plan cover?”
“Is accidental damage included?”
“How do I make a claim?”
“Can I add a family member?”
“What is the excess on this policy?”
“How long does a claim take?”

Why this matters for GEO

AI assistants quote pages that state facts clearly, in question-and-answer form. Each answer here cites the page it came from, so the same fact appears in search, in chat and in the assistant’s summary.

Guardrails

What it will not do in insurance

No advice

Recommendations and suitability questions go to a licensed person.

Approved wording only

Answers quote your policy summary; the assistant does not paraphrase cover.

Claims routed

Claim notifications are handed off rather than answered.

Outcomes

What changes in the first month

Clear coverage answers

Quoted from the policy summary, with the source.

Better quote requests

Details collected before a broker calls.

Claims routed correctly

Sent to the right team with the conversation.

Behind the answers

One knowledge base, cited on every reply

Paste your URL or upload the documents you already have. The assistant chunks and indexes them and shows the source under each answer.

Pages, PDFs, Word, spreadsheets
50 MB per file
10M characters per site
Gaps listed in the visitor's words

By the numbers

The product behind this page

Only counts we can verify.

14

product features

4

interface languages

11

file formats

10

minutes to set up

“We started with the question that filled our inbox, then added the rest.”

Digital lead or broker operations manager · DeskClerk AI customer

FAQ

Frequently asked questions

Can it recommend a policy?

No. Suitability questions go to a licensed person.

Can it quote a premium?

Only if the rate exists in your approved content; it will not calculate a personalised price.

Can it handle claims?

It routes claim notifications to the right team with the conversation attached.

Is the wording approved?

Answers quote the content you add — use the approved policy summary.

Can brokers use it for clients?

Each client site has its own knowledge base and key.

Does it store customer data?

Only what a visitor chooses to share; emails are masked in the console.

Do I need a developer to install it?

No. You paste one script tag before the closing body tag of your site, or use a code block in your builder. Most sites are live in about 10 minutes.

Which file types can I add to the knowledge base?

PDF, DOCX, RTF, XLSX, XLS, CSV, PPTX, PPT, TXT, MD, HTML, JSON and XML — 11 format processors. Up to 50 MB per file and up to 200 pages per PDF. Scanned images are not supported.

Which languages does it answer in?

It answers in the visitor's language, using your content. Interface text is available in English, Chinese, German and Arabic today; more interface languages are planned.

How is usage counted?

One visitor message or one assistant reply is one message. One question plus one answer is two messages, so plans are quoted in complete answers — 1,250 answers per month on Basic is 2,500 messages.