AI Team Assistant for Insurance Carriers. Representatives ask the AI, not the team lead.
AI Team Assistant answers your own staff from internal knowledge policyholders never see: escalation rules, which desk owns which request, state-specific wording, system how-tos, the catastrophe procedure, who covers which agency territory. Answers come with their source, so representatives learn where things live and team leads stop answering the same question all day.
TRY AI TEAM ASSISTANT FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Load our escalation rules and catastrophe procedure as staff-only knowledge.”
Lisa“Done: escalation rules and the catastrophe procedure are loaded as staff-only knowledge, never shown to policyholders or agents.”
Any setting, in any module · applied only on your yes
How Insurance Carriers use it
A representative asks what changes when a catastrophe is declared and gets the internal procedure with its source page.
A new agent-desk hire asks who the territory manager is for a county and gets the name and territory notes.
A claims-intake clerk asks how to handle a third-party claimant who calls about your insured's accident.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- An internal assistant for your staff, procedures, prices, policies
- Internal-only knowledge, kept out of everything customers see
- Answers with the source, so people learn where things are
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI Team Assistant does, for every business ›
Works withAI File CabinetLisa, your AI assistant
Questions & answers
AI Team Assistant for Insurance Carriers: questions & answers
Can an internal AI assistant answer contact-center staff questions?
Yes. Representatives ask in plain words and get an answer from your internal knowledge with its source, such as the escalation rule for a complaint or the steps for a third-party claimant.
Is staff-only knowledge kept away from policyholders?
Yes. Knowledge marked internal answers your staff only; the phone line, chat, e-mail and website never use it, so procedures and notes stay inside the company.
Does the team assistant help during a catastrophe?
Yes. When procedures change for a declared event, you update them once, and every representative asking the assistant gets the current rule with its source.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Insurance Carriers ›
Answers & books
Sells
Helps your team
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.
Awards & trade shows ›
Give Lisa your website.
She sets up your business in 2 minutes.
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Try it free on your own business — no credit card, per company, never per seat.
Or call +1 (954) 736-3939 — the AI answers.