Insurance

Automate repetitive policy and claims calls while keeping service predictable under pressure.


Reduce call volume, protect SLAs, and keep your contact center stable during claim spikes, renewals, and billing cycles.

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trusted by GLOBAL ENTERPRISES

Intent example 1

"I have a claim"

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Intent example 2

"I'd like to check the status of my claim"

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Intent example 3

"I have a question regarding my policy"

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Try Demo

Intent example 1

"I have a claim"

Play Icon

Try Demo

Intent example 2

"I'd like to check the status of my claim"

Play Icon

Try Demo

Intent example 3

"I have a question regarding my policy"

Play Icon

Try Demo

Intent example 1

"I have a claim"

Play Icon

Try Demo

Intent example 2

"I'd like to check the status of my claim"

Play Icon

Try Demo

Intent example 3

"I have a question regarding my policy"

Play Icon

Try Demo

Calldesk AI Agents for Insurance

Our agents hold real conversations, complete real tasks, and give accurate answers based on your data. They fit naturally into your workflows and scale with your operation from day one.

“The challenge we set to ourselves, with the team, was to succeed in gaining agility to go as fast as calldesk did.”

Wilfried Briand, CNP Assurances

Director of Digital Transformation Programs

“The challenge we set to ourselves, with the team, was to succeed in gaining agility to go as fast as calldesk did.”

Wilfried Briand, CNP Assurances

Director of Digital Transformation Programs

“The challenge we set to ourselves, with the team, was to succeed in gaining agility to go as fast as calldesk did.”

Wilfried Briand, CNP Assurances

Director of Digital Transformation Programs

Calldesk for

Insurance

Frontline Orchestration

Automated Resolution

Ticket Creation & Email Handoff

Agent Transfer with Summary

Identification & Context

Calldesk AI securely identifies the policyholder and links them to their active coverage or open claim (via ANI or automated ID&V). It retrieves real-time data from your fragmented legacy stack (Policy Admin, Claims, & Billing), ensuring every interaction starts with immediate context on deductibles, renewal dates, or claim status

Re-route Icon

Re-route calls in Calldesk

Decorative Element

Carl Jr.

Call Event

Jullie

Call Agent

Decorative Element

Emma R.

Call Event

Martin

Call Agent

Decorative Element

Tom G.

Call Event

Emma

Call Agent

Qualification & Routing

Calldesk qualifies the nature of the request—distinguishing between routine administrative tasks (e.g., certificate issuance, billing updates) and high-priority events like FNOL (First Notice of Loss). It dynamically routes critical claims to licensed adjusters while filtering simple queries to self-service

Decorative Element

Hi Dan!

Verify your identity with one of the available authentication options

Frontline Orchestration

Automated Resolution

Ticket Creation & Email Handoff

Agent Transfer with Summary

Identification & Context

Calldesk AI securely identifies the policyholder and links them to their active coverage or open claim (via ANI or automated ID&V). It retrieves real-time data from your fragmented legacy stack (Policy Admin, Claims, & Billing), ensuring every interaction starts with immediate context on deductibles, renewal dates, or claim status

Re-route Icon

Re-route calls in Calldesk

Decorative Element

Carl Jr.

Call Event

Jullie

Call Agent

Decorative Element

Emma R.

Call Event

Martin

Call Agent

Decorative Element

Tom G.

Call Event

Emma

Call Agent

Qualification & Routing

Calldesk qualifies the nature of the request—distinguishing between routine administrative tasks (e.g., certificate issuance, billing updates) and high-priority events like FNOL (First Notice of Loss). It dynamically routes critical claims to licensed adjusters while filtering simple queries to self-service

Decorative Element

Hi Dan!

Verify your identity with one of the available authentication options

Frontline Orchestration

Automated Resolution

Ticket Creation & Email Handoff

Agent Transfer with Summary

Identification & Context

Calldesk AI securely identifies the policyholder and links them to their active coverage or open claim (via ANI or automated ID&V). It retrieves real-time data from your fragmented legacy stack (Policy Admin, Claims, & Billing), ensuring every interaction starts with immediate context on deductibles, renewal dates, or claim status

Re-route Icon

Re-route calls in Calldesk

Decorative Element

Carl Jr.

Call Event

Jullie

Call Agent

Decorative Element

Emma R.

Call Event

Martin

Call Agent

Decorative Element

Tom G.

Call Event

Emma

Call Agent

Qualification & Routing

Calldesk qualifies the nature of the request—distinguishing between routine administrative tasks (e.g., certificate issuance, billing updates) and high-priority events like FNOL (First Notice of Loss). It dynamically routes critical claims to licensed adjusters while filtering simple queries to self-service

Decorative Element

Hi Dan!

Verify your identity with one of the available authentication options

Stability & Resilience

CAT & Seasonal Surge Resilience

Contain the highest-volume drivers during surge periods (claim status, document requests, routing) so specialist teams remain available for complex losses. Calldesk absorbs demand while keeping routing disciplined and service levels stable.

Ensure Concistency & Compliance

Reduce variability under pressure. Calldesk guarantees 100% script adherence across every interaction. This ensures strict alignment with IDD protocols and underwriting guidelines, providing a flawless digital audit trail regardless of call volume or agent tenure.

24/7 Availability & FNOL Intake

Provide immediate reassurance to policyholders reporting an accident. Calldesk captures critical claim details (Date, Location, Damage) at any hour, ensuring the claim lifecycle starts immediately rather than waiting for the next business day.

homme appelant au téléphone
homme appelant au téléphone
homme appelant au téléphone

Stability & Resilience

CAT & Seasonal Surge Resilience

Contain the highest-volume drivers during surge periods (claim status, document requests, routing) so specialist teams remain available for complex losses. Calldesk absorbs demand while keeping routing disciplined and service levels stable.

Ensure Concistency & Compliance

Reduce variability under pressure. Calldesk guarantees 100% script adherence across every interaction. This ensures strict alignment with IDD protocols and underwriting guidelines, providing a flawless digital audit trail regardless of call volume or agent tenure.

24/7 Availability & FNOL Intake

Provide immediate reassurance to policyholders reporting an accident. Calldesk captures critical claim details (Date, Location, Damage) at any hour, ensuring the claim lifecycle starts immediately rather than waiting for the next business day.

homme appelant au téléphone
homme appelant au téléphone
homme appelant au téléphone

Stability & Resilience

Concevoir & Intégrer

Le Studio Calldesk s’appuie sur une technologie no‑code pour créer des agents IA alignés sur vos exigences métier. Ces agents peuvent qualifier les appels entrants, identifier les appelants, répondre aux FAQ , orienter les appels, créer des tickets, et bien plus. Ils tirent parti des données issues de vos environnements existants — CRM, ERP, plateformes de service client, etc. — pour offrir une expérience contextualisée et efficace.

Modéliser & Évaluer

Testez vos agents IA dans des scénarios réels avant le lancement :

  • Assurance qualité de niveau enterprise : validation de la sécurité et du ton de votre marque avant le déploiement en production.

  • Tests à grande échelle : simulation de tous les parcours de conversation avant chaque déploiement.

  • Analyse proactive : détection des écarts de performance par rapport à l'attendu et suggestion d'améliorations.

Déployer & Monter en charge

Reposant sur AWS Europe, l’architecture SaaS de Calldesk, élue architecture AWS de l'année, assure la résilience, la sécurité et la scalabilité des callbots déployés.

Support omnicanal : service fluide sur voix, chat et e-mail.

Mises à jour sans interruption : déployez des changements sans perturber le service client.

Infrastructure scalable : gérez la montée en volume avec une fiabilité de niveau enterprise.

Superviser & Améliorer

Suivez les métriques clés (taux de qualification, taux de résolution, taux de transfert, etc.) depuis le tableau de bord Calldesk et optimisez vos agents IA en continu.

Metrics en temps réel : temps de traitement, comportement de l’IA, disponibilité…rafraîchi en permanence.

Analyse des conversations : exploitez les transcripts pour affiner réponses et workflows.

Insights actionnables : identifiez les tendances et implémentez des améliorations grâce aux suggestions de l'IA.

homme appelant au téléphone
homme appelant au téléphone
homme appelant au téléphone

Operational Impact

Deflect claim-status calls and “next step” volume

Provide claim-aware status and required actions based on the claim stage, reducing repeat contacts. Adjusters spend less time on inbound updates and more time on resolution.

Improve intake quality and reduce rework

Measure impact where it matters: FNOL, document collection, status updates, and payment questions. Calldesk shows containment and escalation by claim stage and line of business, so savings are attributable and forecastable.

Operational visibility by claim stage and intent

Track automation, escalations, and outcomes by journey (FNOL, status, documents, policy servicing, billing) and by claim stage. This makes performance management actionable and highlights where volume is leaking.

homme appelant au téléphone
homme appelant au téléphone
homme appelant au téléphone

Operational Impact

Deflect claim-status calls and “next step” volume

Provide claim-aware status and required actions based on the claim stage, reducing repeat contacts. Adjusters spend less time on inbound updates and more time on resolution.

Improve intake quality and reduce rework

Measure impact where it matters: FNOL, document collection, status updates, and payment questions. Calldesk shows containment and escalation by claim stage and line of business, so savings are attributable and forecastable.

Operational visibility by claim stage and intent

Track automation, escalations, and outcomes by journey (FNOL, status, documents, policy servicing, billing) and by claim stage. This makes performance management actionable and highlights where volume is leaking.

homme appelant au téléphone
homme appelant au téléphone
homme appelant au téléphone

Operational Impact

Concevoir & Intégrer

Le Studio Calldesk s’appuie sur une technologie no‑code pour créer des agents IA alignés sur vos exigences métier. Ces agents peuvent qualifier les appels entrants, identifier les appelants, répondre aux FAQ , orienter les appels, créer des tickets, et bien plus. Ils tirent parti des données issues de vos environnements existants — CRM, ERP, plateformes de service client, etc. — pour offrir une expérience contextualisée et efficace.

Modéliser & Évaluer

Testez vos agents IA dans des scénarios réels avant le lancement :

  • Assurance qualité de niveau enterprise : validation de la sécurité et du ton de votre marque avant le déploiement en production.

  • Tests à grande échelle : simulation de tous les parcours de conversation avant chaque déploiement.

  • Analyse proactive : détection des écarts de performance par rapport à l'attendu et suggestion d'améliorations.

Déployer & Monter en charge

Reposant sur AWS Europe, l’architecture SaaS de Calldesk, élue architecture AWS de l'année, assure la résilience, la sécurité et la scalabilité des callbots déployés.

Support omnicanal : service fluide sur voix, chat et e-mail.

Mises à jour sans interruption : déployez des changements sans perturber le service client.

Infrastructure scalable : gérez la montée en volume avec une fiabilité de niveau enterprise.

Superviser & Améliorer

Suivez les métriques clés (taux de qualification, taux de résolution, taux de transfert, etc.) depuis le tableau de bord Calldesk et optimisez vos agents IA en continu.

Metrics en temps réel : temps de traitement, comportement de l’IA, disponibilité…rafraîchi en permanence.

Analyse des conversations : exploitez les transcripts pour affiner réponses et workflows.

Insights actionnables : identifiez les tendances et implémentez des améliorations grâce aux suggestions de l'IA.

homme appelant au téléphone
homme appelant au téléphone
homme appelant au téléphone

Implementation without disruption

Works with your existing stack

Connects seamlessly to your current IVR, CRM, billing, and provisioning systems with no required major changes.

Fast, low-risk deployment

Begin with a focused scope, move to live service in weeks, and grow safely at your own pace.

Enterprise-grade security & reliability

Designed to meet insurance requirements for security, compliance, and large-scale operational reliability.

homme appelant au téléphone
homme appelant au téléphone
homme appelant au téléphone

Implementation without disruption

Works with your existing stack

Connects seamlessly to your current IVR, CRM, billing, and provisioning systems with no required major changes.

Fast, low-risk deployment

Begin with a focused scope, move to live service in weeks, and grow safely at your own pace.

Enterprise-grade security & reliability

Designed to meet insurance requirements for security, compliance, and large-scale operational reliability.

homme appelant au téléphone
homme appelant au téléphone
homme appelant au téléphone

Implementation without disruption

Concevoir & Intégrer

Le Studio Calldesk s’appuie sur une technologie no‑code pour créer des agents IA alignés sur vos exigences métier. Ces agents peuvent qualifier les appels entrants, identifier les appelants, répondre aux FAQ , orienter les appels, créer des tickets, et bien plus. Ils tirent parti des données issues de vos environnements existants — CRM, ERP, plateformes de service client, etc. — pour offrir une expérience contextualisée et efficace.

Modéliser & Évaluer

Testez vos agents IA dans des scénarios réels avant le lancement :

  • Assurance qualité de niveau enterprise : validation de la sécurité et du ton de votre marque avant le déploiement en production.

  • Tests à grande échelle : simulation de tous les parcours de conversation avant chaque déploiement.

  • Analyse proactive : détection des écarts de performance par rapport à l'attendu et suggestion d'améliorations.

Déployer & Monter en charge

Reposant sur AWS Europe, l’architecture SaaS de Calldesk, élue architecture AWS de l'année, assure la résilience, la sécurité et la scalabilité des callbots déployés.

Support omnicanal : service fluide sur voix, chat et e-mail.

Mises à jour sans interruption : déployez des changements sans perturber le service client.

Infrastructure scalable : gérez la montée en volume avec une fiabilité de niveau enterprise.

Superviser & Améliorer

Suivez les métriques clés (taux de qualification, taux de résolution, taux de transfert, etc.) depuis le tableau de bord Calldesk et optimisez vos agents IA en continu.

Metrics en temps réel : temps de traitement, comportement de l’IA, disponibilité…rafraîchi en permanence.

Analyse des conversations : exploitez les transcripts pour affiner réponses et workflows.

Insights actionnables : identifiez les tendances et implémentez des améliorations grâce aux suggestions de l'IA.

homme appelant au téléphone
homme appelant au téléphone
homme appelant au téléphone

Calculate the ROI of using AI Agents

Calculate the ROI of using AI Agents

Calculate the ROI of using AI Agents

Do you have in-house agents?

How many calls per year do they handle?

Missing variables: inhousecalls

What is their cost per call?

Missing variables: inhousecost

Do you have outsourced agents?

How many calls per year do they handle?

Missing variables: outsourcecalls

What is their cost per call?

Missing variables: outsourcecost

Total calls per year

Missing variables: inhousecalls, outsourcecalls
Chevron Down Icon
Chevron Down Icon

Call center costs per year today

0

In-house agents

0

Outsourced agents

0
Chevron Down Icon
Chevron Down Icon

Call center costs per year with Calldesk

0

Callbot

0

In-house agents

0

Outsourced agents

0
0

Savings per year

0%

Costs reduction per year

0%

Callbot project ROI

Do you have in-house agents?

How many calls per year do they handle?

Missing variables: inhousecalls

What is their cost per call?

Missing variables: inhousecost

Do you have outsourced agents?

How many calls per year do they handle?

Missing variables: outsourcecalls

What is their cost per call?

Missing variables: outsourcecost

Total calls per year

Missing variables: inhousecalls, outsourcecalls
Chevron Down Icon
Chevron Down Icon

Call center costs per year today

0

In-house agents

0

Outsourced agents

0
Chevron Down Icon
Chevron Down Icon

Call center costs per year with Calldesk

0

Callbot

0

In-house agents

0

Outsourced agents

0
0

Savings per year

0%

Costs reduction per year

0%

Callbot project ROI

Do you have in-house agents?

How many calls per year do they handle?

Missing variables: inhousecalls

What is their cost per call?

Missing variables: inhousecost

Do you have outsourced agents?

How many calls per year do they handle?

Missing variables: outsourcecalls

What is their cost per call?

Missing variables: outsourcecost

Total calls per year

Missing variables: inhousecalls, outsourcecalls
Chevron Down Icon
Chevron Down Icon

Call center costs per year today

0

In-house agents

0

Outsourced agents

0
Chevron Down Icon
Chevron Down Icon

Call center costs per year with Calldesk

0

Callbot

0

In-house agents

0

Outsourced agents

0
0

Savings per year

0%

Costs reduction per year

0%

Callbot project ROI

From pilot to live in 4 weeks

Vous avez besoin de données solides avant d’automatiser; Calldesk vous les fournit.

Woman using her phone

At every stage, we work alongside your team.

Bringing not just the tech, but the know-how to make it work in your organization.

Woman using her phone

At every stage, we work alongside your team.

Bringing not just the tech, but the know-how to make it work in your organization.

Woman using her phone

At every stage, we work alongside your team.

Bringing not just the tech, but the know-how to make it work in your organization.