AI Agents for Insurance

From quote intake and FNOL to renewals and policy servicing, urvo automates carrier and agency call workflows without sacrificing compliance.

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Automate policy service without losing the human touch

Omnichannel AI-powered agents span the full policy service journey — helping your team deliver better outcomes at lower cost, without compromising on quality or compliance.

Take first notice of loss instantly

Agents capture claim details, policy numbers, and photos in one call, then open the file in your claims system.

Quote and bind more policies

Every inbound quote request is answered in seconds, qualified against appetite, and routed to the right producer.

Stay inside regulation

Scripted disclosures, recorded consent, and TCPA-aware dialing on every outbound touch.

Conversational agents for every policy service workflow

Deploy AI-powered agents tailored to your team structure, customer type, and channel. No matter how specific the workflow.

  • Capture risk details, validate coverage appetite, and hand a complete submission to your producers.

Insurance Agent

    Conversational agents for every kind of insurer

    Serving carriers, MGAs, independent agencies, brokerages, and third-party administrators.

    • Carriers and MGAs

      Handle first notice of loss, policy servicing, and renewals at volume, writing every call back to your policy admin system.

    • Agencies and brokerages

      Answer quote requests the moment they land, qualify them against appetite, and route to the right producer.

    • Claims and TPA operations

      Take loss details, chase the missing documents, and keep claimants updated without adding headcount.

    Minutes of conversations every month

    Why teams pick urvo for insurance

    Everything you need to run policy service conversations in production — not a demo. Resolution rate, latency, and conversion are tracked per conversation from the first call.

    • Live in days, not quarters

      A forward-deployed engineer maps your workflows and ships your first agent.

    • Grounded in your data

      Answers come from your documents, CRM records, and policies — never invented.

    • Human handoff that works

      Warm transfers with full context, so nobody repeats themselves.

    One platform for every policy service workflow

    Connect to your operating systems and deploy across all voice and digital channels. All from one platform.

    Insurance Agent / Main

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    Knowledge Base

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    • Comms Guidelines
    • Products & Services
    • Features & Capabilities
    • Policy service Playbook
    • Troubleshooting
    • yourcompany.com/refund-policy
    • yourcompany.com/subscriptions
    • yourcompany.com/changelog

    What insurance teams put agents on first

    The calls that arrive in volume and follow a procedure, where a consistent answer matters more than a clever one.

    • First notice of loss

      Take the details of a claim as it is reported, including the awkward ones, and open the file before anyone picks up.

    • Policy servicing

      Address changes, coverage questions, certificates of insurance, and document requests, written back to the policy record.

    • Quote qualification

      Qualify an inbound quote request against appetite before it reaches a producer, so nobody spends an hour on a decline.

    • Renewal outreach

      Call ahead of expiry, confirm the details still hold, and hand anything that has changed to an underwriter.

    • Premium reminders

      Chase a lapsed payment before the policy cancels, with the calling windows and consent checks enforced.

    • After-hours triage

      Route a genuine emergency to the on-call adjuster and book everything else into the morning.

    Getting started

    Launch on the web

    Build a custom, no-code policy service agent in minutes via our web console — upload criteria, rules, and SOPs.

    Sign up
    Insurance Agent
    1. I need to add my new car to the policy.
    2. I can do that. Is it replacing the Civic or joining it?
    3. Replacing it.
    4. Done — cover starts at midnight and your documents are on the way.

    Build with Solaris

    Describe the policy service agent you want and Solaris drafts the workflow, wires up the tools, and sets the guardrails for you to review.

    Try Solaris

    Built for your industry

    Frequently asked questions

    Yes. urvo writes directly to your claims and policy admin systems through their APIs, so a call becomes a record without rekeying.

    Build with Solaris