Float Insure supplies life and health insurers with governed conversational AI agents that can engage customers, answer questions, and complete policy sales across web, messaging, and voice channels 24/7. The native agents handle quoting, underwriting data collection, and hand off to human reviewers when needed, while allowing users to continue conversations on WhatsApp, SMS or email. This enables insurers to expand distribution, reduce friction, and close policies faster without adding staff.
Funding
Funding not disclosed
Founders
Product
Problem
Life and health insurers often rely on limited office hours and manual processes to engage prospects, collect underwriting data, and finalize policy sales, leading to delayed conversions and high operational costs.
Solution
Float Insure offers governed conversational AI agents that operate across web, messaging, and voice channels to engage customers continuously. The agents guide users through quoting, collect required underwriting information, and handle policy issuance, including document delivery and payment setup. When complex underwriting answers arise, the system can seamlessly hand off to a human reviewer. All interactions are fully logged, ensuring compliance and providing a complete end‑to‑end digital purchase experience.
Target Audience
Primary customers are life and health insurance carriers seeking to digitize lead acquisition, underwriting, and policy issuance while maintaining compliance.
Features
- Multi‑channel AI agents (web chat, SMS, WhatsApp, email, voice) that remain available 24/7
- Integrated quoting engine that applies insurer‑specific pricing rules in real time
- Automated underwriting questionnaire with built‑in escalation to human review for flagged responses
- End‑to‑end policy issuance workflow, including document generation, electronic delivery, and direct‑debit setup
- Full conversation logging for auditability and regulatory compliance
- Configurable to each insurer’s product catalog, pricing structures, and brand tone