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Insurance

Insurance Conversations, Modernized for Today’s Policyholder

Every policyholder expects fast, personalized communication from quote to claim. Botsplash helps insurance providers deliver it with ease.

Give your agents and service teams the tools to instantly connect with leads, nurture renewals, automate outreach, and maintain full TCPA compliance, all without losing the personal touch that builds trust and loyalty.

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Communication Built for the Entire Insurance Lifecycle

Stage
Use Case
How Botsplash Helps
Quote Request
Customer fills form online
Auto-reply + live chat connects instantly
Underwriting & Follow-Up
Agent clarifies missing info
Single dashboard view keeps context
Claims Support
Policyholder texts status update
Automated routing to service team
Renewal & Retention
Annual policy approaching
Reminder + personalized outreach
70% faster first-response times
3× Increase in Policyholder Engagement
40% Higher Renewal Conversion Rates

The Insurance Communication Gap

Policyholders expect fast, easy, and personal communication, but most insurance teams still face barriers that slow everything down.

Missed Calls
Customers wait too long for responses.
Fragmented Tools
Agents switch between too many systems.
Compliance Delays
Extra steps slow outreach.
Lost Conversations
Policyholder data scattered across channels.

Botsplash bridges this gap by unifying every interaction, from first inquiry to renewal, into one connected conversation.

All Your Insurance Conversations, Finally Connected

Botsplash unifies every quote, claim, and renewal into one seamless experience, giving your team faster, easier, and fully compliant communication with every policyholder.

What Botsplash Delivers:

Unified Communication
Manage all conversations from one clean, centralized dashboard.
Automation + AI
Send timely follow-ups automatically so no lead or renewal slips away.
Built-In Compliance
Manage all conversations from one clean, centralized dashboard.
Team Collaboration
Manage all conversations from one clean, centralized dashboard.
Seamless Integrations
Manage all conversations from one clean, centralized dashboard.

How Insurance Experts Elevate Engagement with Botsplash

We couldn't be happier with Botsplash as our texting tool for our insurance call center. The ease of use and intuitive interface has made it a breeze for us to reach out to our customers and keep them engaged. The automated campaigns have also been a huge success, resulting in increased customer engagement and higher conversion rates. The self-service reporting platform provided by Botsplash have also been invaluable in helping us to fine-tune our messaging and ensure that we are delivering the best possible experience to our customers.
— Marc Melvin | Director of CRM & Contact Center Technologies
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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.

Request A DemoSee the Insurance Journey

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 insurance teams respond faster to quote requests?

Botsplash automatically engages new inquiries across SMS, web chat, and voice the moment they come in. Prospects receive instant responses, guided qualification, and next steps without waiting for manual follow-up, helping agencies connect while intent is highest.

Does Botsplash replace insurance agents or service representatives?

No. Botsplash supports your team by handling repetitive tasks such as initial qualification, common service questions, and appointment scheduling. Agents step in when expertise and relationship-building matter most.

Can Botsplash improve policy renewal rates?

Yes. Botsplash automates renewal reminders, proactive check-ins, and follow-up outreach so customers stay informed well before expiration. Consistent engagement helps improve retention and long-term policyholder value.

Does Botsplash integrate with our insurance CRM or AMS?

Botsplash works alongside existing insurance CRMs and agency management systems. Conversations can sync into your workflow, providing visibility without requiring a full system replacement.

Can Botsplash help increase quote-to-bind conversion?

Yes. Botsplash keeps conversations moving with automated follow-ups, appointment scheduling, and proactive reminders. By reducing delays and keeping prospects engaged, insurance teams see stronger quote-to-bind progression.

How does Botsplash help qualify insurance prospects?

Botsplash uses conversational workflows to ask key questions about coverage needs, timeline, and urgency. High-intent prospects are prioritized and routed appropriately, allowing agents to focus on serious buyers.

How does Botsplash support insurance compliance requirements?

Botsplash includes built-in consent tracking, opt-out handling, and TCPA-aware messaging controls. Communication workflows are configurable and auditable, helping agencies maintain compliant outreach across channels.

What happens after a policy is bound?

Botsplash continues engagement beyond the bind with automated service follow-ups, claims communication routing, cross-sell readiness outreach, and renewal preparation. The relationship does not end at binding.