More Policies. Better Renewals. Lower Churn.
The AI Customer Experience Platform Built for Insurance Brokers & Providers.
More Quote Conversions
With AI Follow-Up
Reduction in Policy
Lapse at Renewal
Of Inquiries Arrive
Outside Office Hours
Increase in
Cross-Sell Revenue
Your Insurance Business Is Losing Policies It Should Be Winning and Keeping.
Slow Quote Response
Insurance customers comparison-shop and decide fast — the provider that responds within minutes wins the policy. Every hour of delay costs you premium revenue.
Missed Renewal Windows
A single renewal reminder sent once is not a renewal campaign. Multi-touch AI sequences across 90 days before expiry are what prevent policy lapse consistently.
No Cross-Sell Strategy
Your existing policyholders are your best new business source — yet most insurance businesses have no systematic programme to cross-sell complementary coverage.
Poor Claims Communication
Policyholders who feel abandoned during the claims process are the most likely to switch at renewal — and claims are when your communication matters most.
Your AI-Powered Insurance Customer
Experience Team.
Always Available.
INSURANCE
IBTx.ai AI for Insurance Brokers, Providers & Financial Services Companies
Get a Quote
Policy Recommendations
Buy Insurance
File a Claim
Track Claim Status
AI Insurance Advisor
Every Stage of the Insurance Customer Journey. Covered by IBTx.ai.
Instant Quote Response & Lead Qualification
Respond to Every Insurance Quote Request in Seconds — and Qualify Before Your Broker Calls.
What this means for your business:
- Instant Quote Response Across All Channels
- Automated Coverage & Budget Qualification
- Qualified Lead Handover to Brokers
- Conversational Customer Information Capture
- Accurate Pricing and Coverage Information
- Automated Quote Follow-Up Sequences
Policy Journey & Onboarding
Guide Every New Policyholder Through Their Journey From Acceptance to Active Coverage.
What this means for your business:
- Instant Policy Acceptance Confirmation
- Digital Policy Document Guidance
- Automated Payment Notifications
- Coverage Activation Updates
- New Policyholder Education Journey
- Policy Anniversary Loyalty Messages
Policy Renewal Campaign Automation
Automate Your Entire Renewal Campaign — and Never Lose a Policy to Expiry Again.
What this means for your business:
- Multi-Stage Renewal Reminder Campaigns
- Multi-Channel Renewal Outreach
- Instant Renewal Confirmation Delivery
- Personalised Renewal Communication
- Broker Escalation for Non-Responders
- Lapsed Policy Win-Back Campaigns
Claims Communication & Support
Keep Every Claimant Informed and Supported Throughout the Claims Journey
What this means for your business:
- Automated Claims Intake & Detail Capture
- Claims Progress Stage Updates
- AI Claims Query Resolution
- Instant Claim Acknowledgement
- Document Submission Guidance
- Post-Claim Satisfaction & Retention Campaigns
Cross-Sell & Policy Upsell Campaigns
Increase Policies Per Customer With Intelligent, Compliant Cross-Sell Campaigns.
What this means for your business:
- Motor Policyholder Cross-Sell Campaigns
- Renewal-Based Coverage Recommendations
- SME Insurance Opportunity Campaigns
- Life Event Trigger Campaigns
- Health Policy Extension Campaigns
- Cross-Sell Revenue Analytics
Customer Retention & Loyalty
Build Long-Term Policyholder Loyalty — With Proactive Engagement Between Renewals.
What this means for your business:
- Annual Policy Review Campaigns
- Policyholder Loyalty Rewards
- Seasonal Insurance Engagement Campaigns
- Risk Management & Safety Tips
- Referral Reward Campaigns
- At-Risk Policyholder Retention Outreach
Regulatory & Compliance Communication
Deliver Every Required Policyholder Communication — On Time, Compliantly, and at Scale.
What this means for your business:
- Automated Policy Update Notifications
- Premium Change Notifications
- Document Re-Issuance Tracking
- Regulatory Disclosure Delivery
- Consent & Preference Management
- Communication Audit Trail
Insurance Broker Productivity Tools
Give Your Broker Team AI That Handles Admin — So They Focus Entirely on Selling.
What this means for your business:
- Automated Client Follow-Up Sequences
- Automated Renewal Workflows
- Client Milestone Communications
- AI Meeting & Review Scheduling
- CRM Interaction Auto-Updates
- Broker Performance Analytics
Built for Every Insurance Business Where Customer Relationships Drive Revenue
Motor Insurance Providers
Respond to every motor quote request in seconds, automate renewal campaigns, handle claims communication, and cross-sell home and life coverage.
Health & Medical Insurance
Manage member onboarding, handle policy queries, run renewal campaigns, and cross-sell family floater and supplemental coverage automatically.
Life & Protection Insurance
Guide every application journey, communicate policy milestones, run life event trigger campaigns, and maintain engagement throughout long time policy terms.
Home & Property Insurance
Respond to every home insurance quote instantly, automate annual renewal campaigns, and cross-sell motor, life, and contents coverage systematically
Business & Commercial Insurance
Handle SME insurance inquiries, manage complex multi-policy renewals, and run targeted campaigns for professional indemnity and liability coverage.
Travel Insurance Providers
Respond to travel insurance inquiry instantly, deliver policy documentation digitally, and run pre-travel safety tips and post-travel renewal campaigns.
Insurance Aggregators Platforms
Handle high volumes of inbound quote requests instantly, qualify leads efficiently, and route hot prospects to the right insurance partner immediately
Independent Financial Advisors
Automate client communication, schedule annual reviews, deliver compliance communications, and run referral programmes from your existing client base.
Configured for Insurance.
AI Chat Employee
Handles quote responses, policy queries, claims intake, and renewal communication via chat, WhatsApp, and email — 24/7 and compliantly
AI Voice Employee
Answers every inbound insurance call within 3 seconds — quote handling, claims reporting, and policy query resolution by phone.
Renewal Campaign
Multi-touch renewal campaigns running automatically from 90 days before every policy expiry — maximising renewal rate.
Claims Communication
Status updates, document requests, and query resolution delivered automatically at every stage of the claims journey.
CRM & Policyholder
Complete policyholder profiles with full policy history, claims record, interaction log, and cross-sell opportunity scoring.
Cross-Sell Automation
Life event trigger campaigns and product recommendation sequences running automatically based on policyholder profile.
Customer Intelligence
Churn risk scoring, renewal propensity analysis, cross-sell opportunity identification, and lifetime value analytics.
CX Data Intelligence
Quote conversion, renewal rates, cross-sell revenue, claims satisfaction, & broker productivity analytics in real time.
What IBTx.ai Delivers for Insurance Businesses.
More Quote
Conversions
Reduction in
Policy Lapse Rate
Increase in
Cross-Sell Revenue
Improvement in
Claims Satisfaction
Win More Policies. Renew More Customers. Grow Your Book of Business.
IBTx.ai gives your fitness center, gym, or studio the AI infrastructure to convert more inquiries, retain more members, and grow - starting within 48 hours.
- Every Quote Request Answered Within Seconds
- 90-Day Automated Policy Renewal Campaigns
- End-to-End Claims Communication Automation
- Existing Customer Cross-Sell Opportunities Converted
- Personalised Engagement Between Policy Renewals
- AI-Powered Broker Productivity Optimisation
- Compliant Communications With Full Audit Trail
- Dedicated Success Manager optimises AI performance
Words from Those Who Love Using IBTx.ai
“IBTx.ai has connected everything in minutes—now we run our entire workflow from one clear dashboard!”
“IBTx.ai helps us qualify leads, answer policy questions, and automate renewals. Our conversion rate improved by 38%.”
“From onboarding to customer support, IBTx.ai has improved our response time and customer satisfaction significantly.”
“Reservations are up, guests are happier, and our repeat business has grown steadily since we started using IBTx.ai.”
"From membership inquiries to class bookings, IBTx.ai handles everything seamlessly and keeps our members engaged.”
“Setting up IBTx.ai was incredibly simple. Within hours, our AI employees were handling customer queries 24/7 without missing a beat.”
“ From scattered systems to a single source of truth—IBTx.ai made it effortless!"
"The AI Chat Employee helped us convert more leads by responding instantly. We saw a noticeable increase in sales within weeks.”
“From booking inquiries to traveler support, IBTx.ai transformed our customer experience. Bookings increased, and our customer loyalty has grown significantly.”
“IBTx.ai helped us capture 3x more property leads and schedule viewings automatically. Our closing rate has never been better.”
"Appointment reminders and patient follow-ups are now fully automated. No-shows reduced by 60% and patient satisfaction is higher than ever."
“From onboarding to customer support, IBTx.ai has improved our response time and customer satisfaction significantly.”
Words of our valuable customers
Words from Those Who Love Using IBTx.ai
Experience the future of Customer Experience with AI Workforce built to simplify Customer Conversations, Improve Service and Drive Growth. All on 1 Platform. IBTx. ai
“IBTx.ai has connected everything in minutes—now we run our entire workflow from one clear dashboard!”
“IBTx.ai helps us qualify leads, answer policy questions, and automate renewals. Our conversion rate improved by 38%.”
“From onboarding to customer support, IBTx.ai has improved our response time and customer satisfaction significantly.”
“IBTx.ai helped us automate client communication and respond faster to inquiries. We’re winning more clients and closing deals more efficiently than ever.”
“Reservations are up, guests are happier, and our repeat business has grown steadily since we started using IBTx.ai.”
"From membership inquiries to class bookings, IBTx.ai handles everything seamlessly and keeps our members engaged.”
“Setting up IBTx.ai was incredibly simple. Within hours, our AI employees were handling customer queries 24/7 without missing a beat.”
“ From scattered systems to a single source of truth—IBTx.ai made it effortless!"
"The AI Chat Employee helped us convert more leads by responding instantly. We saw a noticeable increase in sales within weeks.”
“ Our customers love the fast, personalized responses. IBTx.ai made our support experience feel premium."
“The AI Voice Employee handles calls seamlessly, reducing wait times and improving customer engagement across all channels.”
“From booking inquiries to traveler support, IBTx.ai transformed our customer experience. Bookings increased, and our customer loyalty has grown significantly.”
“IBTx.ai helped us capture 3x more property leads and schedule viewings automatically. Our closing rate has never been better.”
"Appointment reminders and patient follow-ups are now fully automated. No-shows reduced by 60% and patient satisfaction is higher than ever."
“From onboarding to customer support, IBTx.ai has improved our response time and customer satisfaction significantly.”
“Our AI Chat Employee handles thousands of customer queries daily and helps us convert more visitors into loyal customers.”
“IBTx.ai streamlined our admissions process and student inquiries. Enrollment increased by 45% in just one semester."
