AI FOR P&C INSURANCE
Drive contact center customer, cost, and operational excellence
With Observe.AI, insurance brokers, agents, underwriters, and representatives are empowered with real-time assist and GenAI knowledge access to increase enrollments, efficiently process complex claims, suggest tailored coverage upgrades, and adapt to frequent regulatory and policy changes.
Automated quality assurance (QA) and dynamic evaluation forms help QA teams evaluate more conversations and reduce fraud and compliance risks without increasing headcount. Automated call summaries and detailed omnichannel reporting provide accurate and complete customer journey data to fuel retention and loyalty strategies and reduce cancellations.
Proven impact across 350+ enterprises
10%
increase in binds closed per agent
30%
reduction in agent fails
15%
15% improvement in disclosure adherence in 1 month
$700K
per year cost savings with auto QA
Use Cases
Your everyday processes: optimized
Property and casualty (P&C) insurance contact centers see remarkable performance improvements and ROI with Observe.AI across these everyday use cases.
What else is covered?- Policy selection and issuance
- Claims filing and processing
- Billing and payments
- Renewals and cancellations
INSURER BENEFITS
Understanding intent fuels superior business outcomes
You’re already capturing and storing every interaction. With Observe.AI, P&C insurance companies and marketplaces can unlock the full potential of this data by automatically analyzing 100% of engagements and converting these insights into actionable, revenue-driving process improvements that improve policyholder retention and operational efficiency while decreasing costs.
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Increase new business and cross-selling
Streamline policy issuance and upsell opportunities by empowering agents with revenue-winning real-time scripts, tailored upsell prompts, and personalized coaching.
Identify high-impact business drivers
Leverage comprehensive omnichannel reporting to identify cancellation trends and agent training opportunities by analyzing 100% of all interactions and adopting data-driven strategies.
Reduce costly fraud and non-compliance errors
Maintain regulatory/policy compliance and protect customer data with 100% compliance monitoring, automatic PCI/PII redaction, and agent script and compliance statement prompts. Proactively flag potential fraud activity with automated QA.
See how Observe.AI works
Our AI-powered conversation intelligence solution is here to help your team derive more value at every stage of customer engagement.
VoiceAI Agents
Automate your high-volume, complex customer calls with agentic AI that understands caller intent and resolves inquiries with human-like eloquence.
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Real-time AI
Replicate winning actions for your customer-facing teams with real-time agent assist, smart scripts, prompts, and after-call summaries.
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Post-interaction AI
Automatically QA 100% of interactions to drive better service quality and mitigate risk through targeted coaching.
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Business Analytics
Tap into millions of critical business insights to drive data-backed revenue, customer engagement, and operational efficiency decisions across the enterprise.
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Mitch Buder
VP of Operations
"Several of our teams now benefit from using Observe.AI: sales management, compliance, and even our marketing and technology teams. The tool is easy to access and navigate and allows us to identify areas of opportunity with our customer interactions so we can improve how we serve insurance seekers."
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