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Financial services
Chatdek gives a insurance agencies website an AI assistant that answers visitors from your own information, around the clock. Explain what you offer, collect quote request details and leave advice and quotes to licensed staff. When someone needs a person, your team takes over the conversation from the Chatdek portal.
InsuranceAI
Online - Replies instantly
10:24 AM
Powered by Chatdek
Audience
Built for independent insurance agents and brokerages.
Answers
24/7
Booking
Pro and above
Languages
16
What it handles
Setup
Part 1 of 3
Add your lines of cover you offer, how quotes work, claims contacts, office hours and documents needed to the knowledge base.
Part 2 of 3
Set the assistant's tone and add topics to avoid, such as insurance advice, quotes or recommendations.
Part 3 of 3
Paste the install snippet on your website. Visitors ask questions in the chat, and your team picks up anything that needs a person.
Examples
Visitors share what they want to insure and a licensed agent follows up.
A customer asks how to report a claim and gets your steps.
General explanations are given without recommending a policy.
A conversation, start to finish
InsuranceAI
Online - Replies instantly
10:24 AM
10:25 AM
Powered by Chatdek
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