Insurance Solutions

Convert More Mortgage Leads With Faster, Smarter Conversations

Insurance shoppers move fast and they expect immediate, helpful responses at every stage of their journey. Botsplash helps insurance teams respond instantly, qualify intent automatically, and guide prospects from first inquiry through binding, servicing, and renewal, all from one connected conversation.

Engage prospects and policyholders across SMS, chat, voice, and more with intelligent automation that reduces manual work, improves speed-to-contact, and creates a better experience from quote to renewal.

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The Reality of Insurance Engagement Today

Insurance teams are under pressure to move faster, do more with less, and deliver a better policyholder experience, all while staying compliant.The difference between winning and losing business often comes down to how quickly and consistently conversations happen, not just price.

Common challenges insurance teams face:

  • Quote requests go cold before agents can respond
  • Nights and weekends quietly lose opportunities
  • Agents spend time on low-intent or price-shopping leads
  • Service teams are overwhelmed with repetitive questions
  • Renewal conversations start too late or not at all

Insurance teams don’t lose business because they lack coverage options. They lose business when conversations break.

A Smarter Mortgage Conversation Lifecycle

Botsplash is built to support the entire insurance lifecycle, from the first inquiry to long-term policyholder engagement,  without fragmenting conversations across tools or teams. Every interaction stays connected, informed, and moving forward, so nothing stalls waiting on a response.

INQUIRY
QUALIFICATION
QUOTE
BIND
SERVICE
RENEWAL
INQUIRY

Capture and Respond to Insurance Inquiries Instantly

The moment a prospect submits a form, clicks an ad, or sends a message, Botsplash responds automatically, 24/7.

Prospects receive immediate, conversational responses across SMS, chat, or voice, creating a strong first impression and preventing lead decay before competitors have a chance to respond.

  • Respond to inquiries in seconds, not hours
  • Engage prospects while intent is highest
  • Capture key details without manual outreach
More live conversations and fewer missed opportunities at the top of the funnel.
Cleaner pipelines and better use of agent time.
QUALIFICATION

Identify Intent and Readiness Before Agent Involvement

Not every inquiry is ready for an agent. Botsplash helps insurance teams identify intent early through conversational qualification.

Prospects are guided through the right questions while agents focus on conversations that are ready to move forward.

  • Natural qualification through conversation
  • Early insight into urgency and readiness
  • Reduce time spent on poor-fit leads
QUOTE

Keep Quotes Moving Without Manual Chasing

Quotes stall when follow-ups depend on memory and manual effort. Botsplash keeps conversations alive with automated reminders, nudges, and scheduling. Prospects stay engaged without feeling pressured.

  • Automated quote follow-ups
  • Fewer dropped conversations mid-quote
  • Seamless handoff with full conversation context
More quotes convert into bound policies.
Faster binding and fewer stalled deals.
BIND

Reduce Friction Between Quote and Bind

The transition from quote to bind often creates confusion and delays. Botsplash maintains clarity so prospects know exactly what is required and when.

  • Timely answers to common questions
  • Follow-ups that adapt to responsiveness
  • Easy escalation to live agents when needed
SERVICE

Support Policyholders Without Overloading Service Teams

After binding, communication volume increases. Policy changes, billing questions, and claims updates can overwhelm service teams.

Botsplash handles routine interactions automatically and routes only what needs human attention.

  • Automated responses to common service questions
  • Voice AI for inbound status calls
  • Intelligent routing with full context
Lower service load and better policyholder experiences.
Higher renewal rates and stronger loyalty.
RENEWAL

Stay Relevant Between Renewals

Retention starts long before a policy expires. Botsplash helps teams maintain consistent engagement so renewals feel natural, not reactive.

  • Proactive renewal reminders
  • Timely check-ins and follow-ups
  • Ongoing engagement across channels

Built for Insurance Operations and Compliance

Insurance communication requires consistency, documentation, and regulatory awareness. Botsplash is designed with compliance built into every interaction.

  • TCPA-aware messaging controls
  • Consent capture and logging
  • Opt-out handling across all channels
  • Call recording disclosures
  • Configurable and auditable workflows

With Botsplash, Insurance Teams Can Expect...

Faster response times without adding staff
Higher quote-to-bind conversion
Reduced agent and service workload
Better policyholder experiences
Improved retention and lifetime value
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Frequently Asked Questions

How does Botsplash help mortgage teams respond faster to new leads?

Botsplash engages borrowers instantly through SMS, chat, or voice the moment an inquiry comes in. This reduces speed-to-contact from hours to seconds and helps mortgage teams connect with borrowers while intent is still high.

How does Botsplash support borrowers during loan processing and underwriting?

Botsplash keeps borrowers informed with proactive updates, document requests, and next-step reminders. This reduces confusion, speeds up document collection, and minimizes inbound status calls to processing teams.

How does Botsplash handle compliance for mortgage communications?

Botsplash is built with compliance in mind, including TCPA-aware messaging, consent capture and logging, opt-out handling, and configurable call recording notices. Communication workflows are designed to be auditable and aligned with regulatory expectations.

How does Botsplash help prevent last-minute delays at closing?

By keeping borrowers informed and prepared as loans approach close, Botsplash reduces last-minute questions and confusion. Clear, timely communication helps ensure everyone knows what’s needed and when.

Can Botsplash qualify borrowers before a loan officer gets involved?

Yes. Botsplash uses lender-aware conversations to ask qualification questions, assess readiness, and identify urgency before routing borrowers to a loan officer. This helps LOs focus on high-intent opportunities and reduces time spent on poor-fit leads.

Does Botsplash replace loan officers or processors?

No. Botsplash is designed to support mortgage teams, not replace them. It automates repetitive communication and follow-ups while handing off conversations to live staff with full context whenever human expertise is needed.

Can Botsplash integrate with our existing mortgage systems?

Yes. Botsplash integrates with common CRMs, LOS platforms, lead sources, and voice and SMS infrastructure. There’s no need to rip and replace your existing stack, allowing teams to see value quickly.

What happens after the loan closes?

Botsplash helps mortgage teams stay connected after funding through automated follow-ups and ongoing borrower engagement. This supports repeat business, refinance opportunities, and long-term borrower relationships without manual effort.