Use Case

Assist & Tranact Insurance Consumers

Grow revenue by engaging customers with a branded AI Assistant for seamless interactions, so you don't have to worry about managing sales and service

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Why Banks and Credit Unions use InsureLife

Grow Incremental Revenue

Automatically generate incremental revenue from Life and Supplemental insurance with no hassles.

Automatic

Automatically assist and transact mass-market customers without managing sales and service.

Frictionless

Delight customers with the innovative, frictionless, branded experience they expect without managing a tech stack.

Assist & Transact Consumers Automatically

Consumers engage with a white-label AI Assistant for seamless interactions, auto-issuance, and claims.

AI Virtual Assistant & AI Co-piloted Agents
  • Our whip-smart GenAI Assistant is trained on compliant insurance product info helping consumers through their buying journey.
  • Consumers self-service or reach our AI Co-piloted Agents if that's their preference. Our AI co-pilots both so customers receive first-class service.
  • Your broker-dealer or insurance division gets commissions on new business and renewals without using your financial professionals, insurance specialists, or managing sales and service staff.

Key Features

Compliment your insurance efforts, extend your reach, and grow revenue with these features

AI Virtual Assistant

Consumers can self-service 24/7 using our GenAI Assistant, trained on compliant insurance product information, to receive help through their buying journey, so you don't have to use existing resources or manage sales and service staff.

AI Co-piloted Agents

Consumers can reach our AI Co-piloted human non-commissioned agents if they prefer. Agents work on the other side of our platform from Insurelife's Agent app and provide service on behalf of your brand.

Transact

InsureLife is a licensed BGA, and your broker-dealer or insurance division gets commissions on new business and renewals without using your financial professionals, insurance specialists, or managing sales and service staff.

Explore More Use Cases

Discover more ways InsureLife helps banks and credit unions

Cross Sell Insurance Consumers

Automatically engage consumers with "You May Also Need" and "Others Like You Bought" insurance recommendations, unlocking revenue opportunities without managing sales or service.

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Refer Broker-Dealer and Banking Customers

Provide financial professionals, insurance specialists, and bank personnel with an AI-powered app to refer customers so you grow insurance revenue and increase customer value.

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Transparency and Compliance

InsureLife is a licensed BGA, and our platform records and analyzes all interactions with insurance consumers, ensuring an objective sales process and satisfied customers.

Learn more
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Get started with InsureLife today

We'd love to chat if you represent a Bank or Credit Union!