AI Tickets for Insurance Agencies. AI agents for insurance customer support, one service desk
AI Tickets gives your agency AI agents for insurance customer support: every certificate request, policy change, billing question and claim follow-up from the phone, the chat, e-mail or a form becomes a ticket with the whole conversation on it. The AI answers what your knowledge settles; the rest waits for your CSRs, with nothing guessed.
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7 days free · per company, never per seat · nothing to install
Every request
Every request from the phone, the chat, e-mail and forms in one list, with the pending, held and answered counts above it for the principal to read.
Easy setupSet up everything just by talking to Lisa AISee how ›You“How many commercial service tickets are pending, and who holds the oldest?”
Lisa“Seven are pending in commercial lines; the oldest, a certificate for a paving contractor, is past your four-hour promise and held by the commercial CSR. Open it?”
You talk. Lisa sets it up. Applied only on your yes.
How Insurance Agencies use it
A general contractor e-mails for a certificate naming a new project owner, and the ticket waits for your commercial CSR with the request read.
A client asks in the chat how to pay her carrier's bill online; the AI answers from your billing knowledge and the ticket closes.
A caller asks to add a teenage driver; the AI takes the details, opens the ticket and tells him when the agency will answer.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Opened from a phone call, a chat, an e-mail or a web form, with the whole conversation and the customer identified
- Nights and weekends: the customer gets a number and a promise, your team gets the ticket in the morning
- The AI answers from your knowledge when it is sure enough; otherwise it proposes the answer and a person sends it
- Pending, manual review, responded and closed; priority, who holds it, Merge and internal notes for your team
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Tickets does, for every business ›
Works withAI PhoneAI WebchatAI E-mailAI Web FormsAI Returns & Warranty
Every request
AI agents for insurance customer support across every channel
One list for every channel
Calls, chats, e-mails and service forms, the agency's digital channels, open tickets in one list, each marked with the channel it came from, so no client request sits in a CSR's personal inbox.
The client identified
The contact, the company, the reference they gave and their earlier tickets appear before anyone reads a word, so the CSR knows the account at once.
The whole conversation
A call's transcript, a chat turn by turn, or a mail or a form as the policyholder wrote it, kept on the ticket beside the answer in progress.
Answered when sure
When the AI is sure enough, generative AI writes the answer from your agency's approved knowledge and sends it by e-mail or back in the chat; below your score it holds the ticket.
Priority from their words
The AI reads the department and the priority from what the client said, so a water-loss call lands as Urgent on claims and a mailing-address change as Normal.
One matter, one ticket
A second ask in the same call, chat or mail thread lands on the ticket it opened, and a client with an open case hears it quoted instead of a new one.
In the agency
Insurance certificate requests, billing questions and storm weeks
Use cases from the agency's year where the customer experience depends on a fast reply and a correct one.
The certificate rush
Monday brings a stack of certificate requests from contractors' project managers; each one is a ticket with the holder and the deadline, sorted for your commercial CSR.
The billing question at night
A policyholder asks after hours how to set up automatic payments with the carrier; the AI answers from your billing knowledge, and the ticket closes by itself.
The storm week
After a hailstorm the claims department fills; the AI takes each client's details, sets the priority and tells every caller when the agency will call back.
Who answers
An insurance customer service help desk that knows who answers
The AI alone
For document and billing questions your knowledge settles, the AI answers by itself above the score you set, giving clients faster responses, and signs as the department.
The AI proposes, a person sends
For policy changes and coverage questions the AI writes the draft from the conversation, and your licensed CSR reads, edits and sends it.
A person only
Claims and complaints can go straight to a person of the agency, with the conversation on the ticket and the AI kept out of the reply.
Its own promise and signature
Each department sets its reply-time promise and its signature, so commercial lines can promise four working hours and personal lines one working day, and a rating under each answer tracks customer satisfaction.
Compared
Insurance service request tracking or a shared inbox?
Much insurance AI serves carriers' claims and underwriting. At an agency, AI in insurance starts at the service desk, so an AI insurance help desk is weighed against the shared inbox and classic help desk software.
| For agency service requests | A shared inbox | Classic help desk software | AI Tickets |
|---|---|---|---|
| Phone requests | Not there | Typed in after the call | A ticket with the transcript: opened by the AI on the call |
| A certificate request | Lost in a thread | A ticket from e-mail only | A ticket from any channel: with the holder and the deadline read |
| Routine billing questions | Answered by hand | Answered by hand or by macro | Answered from your knowledge: above the score you set |
| Coverage and claims | Whoever opens it first | Routed by rules you build | Held for a licensed person: with a draft and nothing guessed |
| Reply-time promise | None | Tracked inside the agency | Told to the client at the open: and marked when it is missed |
It learns
AI agents for customer service in insurance that learn from your CSRs
This client or the knowledge
After a CSR answers by hand, the page asks whether the answer was for this client only or for the agency's knowledge, and keeps the choice on the ticket.
Reviewed before it is learned
An answer sent to the knowledge waits in Auto-Retraining for your review, so nothing about a carrier's procedure is learned before a person checks it.
Knowledge gaps in their own tab
Questions held for a person again and again gather as knowledge gaps with their count, showing which agency answers to write next.
Set-up
Your agency's AI service desk, set up in 2 minutes
Your channels
AI Phone, AI Webchat, AI E-mail or AI Web Forms: each one your agency uses opens tickets from the first day, beside your existing systems, with no forwarding rules to build.
Your knowledge
Your website, your files and your rules: billing steps, document lists and each carrier's claims line become what the AI answers tickets from.
Your rules
In Tickets settings, set who answers per department, how sure the AI must be, the promise and the signature, or tell Lisa and approve her change.
A week of real tickets
Run it free for 7 days with no credit card and read every ticket the AI answered, held or handed to your CSRs.
Questions & answers
Frequently asked questions about AI agents for insurance customer support
What are AI agents for insurance customer support?
Software that reads each service request in natural language, finds the answer in your agency's approved knowledge and replies, or holds the request for your human agents when it is not sure. In AI Tickets every call, chat, e-mail and form becomes a ticket, and the AI agent for insurance customer service answers only above the confidence you set.
Can AI agents handle customer service in insurance without giving advice?
Yes, by the rules you write per department. Billing and document questions can be answered from your knowledge, while coverage, claims and policy changes go to a person who sends the reply; the AI never says what a policy covers and never confirms a change by itself, and policy administration stays in your agency management system.
How are insurance certificate requests handled?
A certificate request by e-mail, form, chat or phone opens a ticket with the holder, the project and the deadline as the client wrote them. Your CSR issues the certificate from your agency management system and answers on the ticket, so the request, the reply and the dates stay together.
Does the AI open a ticket from a phone call?
Yes. When a caller needs a follow-up, the conversational AI on your line opens the ticket on the call, and the transcript lands on it a minute later, with Listen for the recording when your agency records calls. A second ask in the same call lands on the same ticket, never on a duplicate.
How sure must the AI be before it answers a policyholder?
You set it, from 50 to 95 percent, 75 by default, and each department can have its own rule. Below that score the AI never sends; the ticket waits in Manual review for your CSR with the conversation and a proposed answer.
Can clients see when the agency will answer?
Yes. The AI tells each client when to expect the reply from the department's hours, the confirmation e-mail says it too, and a ticket past the promise, four working hours by default, is marked in the list and its holder is told.
What happens to a claim reported through the service desk?
The AI takes the first notice of loss details by phone or chat: who, what happened, when and where, the policy reference the client gives and how to reach them. It opens a ticket with them and routes it to your claims person with its priority. Your team files the claim with the carrier, which runs the claims process; the AI never says what is covered.
Does the AI do claims processing or fraud detection?
No. Claims processing, claims management and fraud detection stay with the carrier and its adjusters. The agency's AI help desk handles the customer interactions around a claim: it takes the details, files a claim status question for your claims person and keeps every message on the ticket.
Can a CSR hand a ticket to a producer or merge duplicates?
Yes. One selector hands a ticket to a colleague, two tickets from the same client about the same matter merge with both conversations kept, and an internal note stays inside the agency, never seen by the client.
Do the AI's answers to clients improve over time?
From your team's answers, under your review. After a CSR answers, the page asks whether it was for this client only or for the knowledge; answers sent to the knowledge wait in Auto-Retraining for your review, and repeated questions nobody could answer gather as knowledge gaps.
Can each CSR see only their own lines of business?
Yes. Departments filter the list, and each person can be limited to the tickets of their own departments, such as personal lines, commercial lines or benefits, while the principal sees all of them. Who may answer is every agent or administrators only.
How does the client get the answer back?
By e-mail every time, with the ticket number in the subject so the reply lands back on the ticket; in the website chat while the client is still there; and by a text from your line or a call back when they asked for one.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Insurance Agencies ›
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Sells
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Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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