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Insurance AI Support

Automate Quotes, Claims and Renewals.

Cut costs, streamline operations and enhance CX with AI-driven self-service, automated workflows and instant agent support. All in one powerful platform.

abstract illustration of the Capacity knowledge base

Meet the insurance AI that reduces costs while keeping customers happy

9%

Increase in sales

22%

Reduction in AHT

66%

Operational cost savings

Handle more inquiries with fewer agents, without sacrificing CX

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Always-on, AI-powered support, minus the frustration

Most AI just responds. Capacity AI resolves, intuitively handling up to 90% of policyholder inquiries.

4.5/5 CSAT
AI support as effective as your best agents, without increasing headcount.

Resolve claims, policy questions and account updates Accurate and instant, just like a live agent.

No more dead ends
Our AI understands insurance intent and policy details to deliver real answers.

Eliminate repetitive tasks and empower your agents

Stop wasting agent time on repetitive questions. Let Capacity handle them instead.

AI-driven agent coaching
Monitor, record and analyze every call.

Prevent agent burnout & churn
Automate repetitive tasks so your agents stay engaged and productive.

Intelligent routing
AI handles routine inquiries, letting agents focus on complex cases.

Instant, accurate answers
Deliver claims, policy and underwriting info in seconds.

An illustration that shows how Capacity only enables the right team members to see certain information.

Automation so effective, it pays for itself

Capacity automates even the smallest support tasks, shaving valuable time off every interaction.

Reduce AHT
Automate routine workflows to resolve issues faster.

Lower call escalations
Customers get accurate answers the first time.

Fast-track claim submissions
AI gathers details upfront, reducing agent workload.

ROI that’s easy to measure
Automating just one step pays for the solution for years.

Streamline every insurance process

Claims processing

Accelerate FNOL, automate data collection and keep customers updated.

Policy management

Let customers update details, verify coverage and request documents 24/7.

Billing & payments

Enable self-service for payments, set up automated reminders and reduce late payments.

Customer engagement

Proactively reach out with personalized policies, promotions and retention offers.

Success Story

Legal & General

Success rate

Net Promoter Score

Of call volume automated

“We’ve grown to more than 1.3 million customers, but haven’t added headcount to our contact center since deploying Capacity.”

TJ Clayton

Assistant VP Admin Services | Legal & General

Smart automation. Real results. Trusted by the industry’s best.

Explore Capacity’s premium features

Capacity Answer Engine: Instant answers, zero searching

Turn hours of searching into seconds with a unified insurance knowledge source.

IVA Voice Solutions: 24/7, human-like support

Customers can speak naturally, and AI responds in kind for claims, questions, and authentication.

QA Voice Solutions: Smart insights for better service quality

Monitor every call, provide feedback and coaching, and ensure compliance.

LiveChat: Effortless agent handover

Ensure agents have full chat history and context when you need a human in the loop.

SMS Solutions—Intuitive support that fits in a pocket

Engage policyholders with real-time conversational SMS for updates, changes, and reminders.

Chat Solutions: Authentic conversations that solve problems

Offer personalized, end-to-end customer support through AI insurance chatbots.

A solution tailor-made for your insurance business

Capacity AI cuts costs, boosts efficiency and enhances CX through insurance automation, handling routine tasks and equipping agents with immediate, accurate knowledge.

AI that feels like a real agent

Ditch the rigid scripts and frustrating loops. Capacity’s conversational AI for insurance truly understands policies and client needs to deliver natural, intelligent support.

Automate policy & claims support

Capacity AI handles policy updates, coverage verifications, claims automation and customer authentication…so your agents can focus on high-value calls.

Boost retention with proactive SMS engagement

Reduce churn with automated renewal reminders, billing updates and personalized follow-ups that keep clients engaged and loyal.

Seamless integration

Easily connect with your existing policy management, CRM and contact center platforms to create a unified, highly efficient ecosystem.

Empower agents with instant knowledge

AI delivers policy details, claims guidelines and underwriting rules in seconds—so agents can provide accurate and consistent support without delays.

Graph showing the average cost to handle a support ticket. Using a phone to handle a ticket costs $17, email costs $15, chat support costs $12, and Capacity costs $4

Capacity AI helps independent insurance brokers provide faster, more personalized service while automating the repetitive tasks that slow you down.

Instant, personalized texting

Connect with clients instantly via AI-powered SMS for appointment confirmations, reminders and follow-ups—all from your existing number.

Effortless scheduling

Let clients book consultations and policy renewals online with an optional scheduling tool to eliminate back-and-forth emails and calls.

Maximize efficiency

Automate routine inquiries so you can focus on selling, advising and growing your book of business.

Easy integration

Sync effortlessly with your existing insurance software to ensure a unified and streamlined customer experience.

Stronger client relationships

Deliver timely, proactive and personalized service that builds trust, increases retention and fosters long-term loyalty.

Graph showing the average cost to handle a support ticket. Using a phone to handle a ticket costs $17, email costs $15, chat support costs $12, and Capacity costs $4

Effortlessly integrates with your insurance tech stack, right out of the box

Capacity connects with policy management platforms, CRMs and customer engagement tools to enhance your existing workflows with zero disruptions.

Automate the work. Maximize the results.

Policyholders expect fast, reliable service, but insurance companies are stretched thin. Capacity AI streamlines claims process automation, powers 24/7 self-service and supports agents with all the knowledge they need.

Frequently asked questions

How can conversational AI transform customer support in the insurance industry?

Conversational AI provides natural, round‑the‑clock support by handling routine inquiries and guiding policyholders through complex processes. It streamlines customer interactions to reduce wait times and boosting satisfaction.

What benefits does automated claims processing offer in insurance?

Automated claims processing minimizes manual errors, accelerates turnaround times and ensures faster resolutions—resulting in improved customer satisfaction and lower operational costs.

How does insurance automation improve operational efficiency?

Insurance automation streamlines workflows by reducing manual data entry and processing, ensuring consistent performance, boosting productivity and lowering overall costs.

How secure is AI in the insurance industry?

AI solutions in insurance are built with robust encryption and adhere to strict regulatory standards, ensuring that sensitive customer data is securely protected. We are fully compliant with HIPAA, CCPA, FERPA, GDPR and SOC 2 TYPE II.

What impact does AI have on reducing costs in the insurance sector?

By automating routine tasks and streamlining claims processing, AI lowers labor costs, minimizes errors and improves operational efficiency—delivering significant cost savings.

How does AI integrate with existing systems in insurance companies?

Modern AI solutions use REST APIs and modular architectures to seamlessly integrate with CRMs, policy management systems, and other software, ensuring smooth data flow and unified operations.

What benefits does AI in the insurance industry offer for policy management and underwriting?

AI enhances policy management and underwriting by analyzing large data sets to optimize risk assessments and streamline decision‑making, resulting in faster, more accurate evaluations.

How can conversational AI insurance reduce response times and improve customer satisfaction?

Automation digitizes repetitive tasks, significantly reducing manual errors and freeing up staff to focus on complex, high‑value activities, which boosts overall productivity.

What cost savings can be achieved through claims process automation?

Automating the claims process cuts processing time and minimizes administrative errors, reducing labor costs and delivering measurable cost savings that improve profitability.

We’re on G2, too. Dig it.

The most secure support automation platform

Capacity keeps your business and customer data 100% safe—no compromises. We are fully compliant with HIPAA, CCPA, FERPA, GDPR, and SOC 2 TYPE II.