Beyond the search bar—an AI-driven chat experience that transforms complex information into instant, conversational value.

Our Client: Global Insurance Enterprise The Solution: Architecture & Conversational AI.

The Challenge:

A global insurer relied heavily on traditional agencies, resulting in high drop-off rates for direct-to-consumer website traffic. The objective was to engineer a real-time navigation and support layer capable of converting website visitors into policyholders without human intervention.

The RisingPoint Build

We integrated our Conversational AI Ecosystem designed to drive self-service and revenue:

  • Real-Time Purchase Navigation: Guided product discovery and eligibility verification to accelerate the "Quote-to-Bind" cycle.

  • Automated Claims Intelligence: Secure, real-time claim and payment status tracking via verified customer authentication.

  • Intelligent Upsell/Cross-Sell Engine: AI-driven identification of coverage gaps to offer contextually relevant insurance products.

  • Hybrid Hand-off Architecture: Seamless routing to Live Call Center Agents during business hours for complex advisory needs.

The Impact

  • Increase in Direct Conversion: Significant growth in direct website policy purchases, over 15.8% in the first 3 months.

  • Operational ROI: Reduced volume of routine claims status inquiries to human call centers.

  • Revenue Velocity: Real-time upsell opportunities identified and captured during active sessions.

  • 24/7 Deployment: Continuous product, promo, and eligibility support with 0% data-lag.


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