AI voice agents for insurance & finance

Yes. We integrate with PCI-compliant payment processors for secure phone payments. The AI can collect payment information using DTMF (keypad entry) or secure voice capture, with all sensitive data tokenized and never stored in call recordings.

The AI handles factual, transactional tasks (status checks, payments, scheduling) that don’t require licensing. For coverage recommendations, policy comparisons, or binding decisions, it warm-transfers to a licensed agent with full context.

Yes. The AI verifies caller identity using policy number, date of birth, last four of SSN, or custom security questions — matching your existing authentication protocol. Failed authentication triggers escalation to a human agent.

The AI walks callers through First Notice of Loss (FNOL) collection — date, location, parties involved, damage description, police report number. All details are logged in your claims management system with the call recording attached.