AI Live Demo & Remote Service for Insurance Carriers. A representative guides the claimant live on your site.
AI Live Demo & Remote Service lets a representative or a benefits specialist join a visitor live from the website widget and share pages and pictures while they talk. A claimant is shown where to upload photos and the estimate, a member is walked through the enrollment screen, and each session is written to the record.
TRY AI LIVE DEMO FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Let claims representatives join website visitors live during business hours.”
Lisa“Done: claims representatives can now join website visitors live from the widget during business hours; after hours the AI chat continues.”
Any setting, in any module · applied only on your yes
How Insurance Carriers use it
A claimant stuck on the upload page is joined by a representative who shows each step until the estimate is sent.
A benefits specialist presents the plan summary live to an employee who asked in chat when dental coverage starts.
A territory manager presents the new program pages to an agency principal who opened the widget on your agent site.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Live presentation to a visitor from the widget, your person or your avatar presents
- Pages and pictures shared while you talk; the visitor asks live
- Remote service sessions written to the record
Add it to AI Chat or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Live Demo & Remote Service does, for every business ›
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Questions & answers
AI Live Demo & Remote Service for Insurance Carriers: questions & answers
Can a carrier representative help a policyholder live on the website?
Yes. A representative joins from the widget, shares pages and pictures while talking, and guides the policyholder through the form or upload step that blocked them. The session is written to the policyholder's record.
Can the AI avatar present instead of a person?
Yes, for approved content. The avatar can present your pages, such as the claim steps or the plan summary, while a person takes over whenever a question needs a licensed answer.
Does live remote service require extra software for the policyholder?
No. It runs from the chat widget already on your site, so the policyholder stays on the page they were on. Live sessions need AI Chat to be active.
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Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Insurance Carriers ›
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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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