Customer Service Software For Insurance Providers

Cover your customers for life

Build trust and long-term relationships with your insurance customers by offering personalized support at scale without compromising security.

Trusted by over 50,000 customers around the world

Delightful customer experience for Insurance providers

Why the insurance industry requires intelligent, digital-first customer service software?

Respond quickly by streamlining customer data

Access all your customer details in a single, omnichannel help desk without switching between multiple systems to fetch data related to the industry.

Email, instant messaging, phone, or social media - no matter what the channel is, respond to customers from a unified view of all interactions.
Instant access to historical customer data from a single, centralized location.
Integrate with 650+ apps or build your custom apps to easily access background info such as ERP, payment processing, and claims history on customer profiles within the same ticket.

Explore omnichannel customer service

Omnichannel support for Insurance providers

Automate complex tasks with workflows and RPAs

Insurance processing involves a lot of manual work for agents, from onboarding a customer to performing due diligence on claims. Automate these tasks with workflows and agent-assist RPA bots.

Deploy agent-facing RPA bots to automate complex backend processes such as document perusal, claims processing, risk analysis, and background verification.
Create support workflows that get triggered on SLAs, keywords, request types, and escalations.
Enable agents to save time by replying with relevant canned responses and support articles suggested by the agent-assist bot.

Explore workflow automation

Workflow automation for Insurance providers

Improve customer loyalty by personalizing support

Bring a positive impact to your customer lifetime value by tailoring your recommendations and services to their preferences.

Analyze support interactions to gain actionable insights that can help with personalizing insurance solutions/plans.
Get comprehensive reports of ticket trends to determine gaps in the customer experience.
Enable CSAT reviews for every ticket and embed personalized surveys from within Freshdesk to find out ways to fine-tune your support.

Explore robust reporting and analytics

Digitize legacy support with live chat and self-service

Handle 1-1 conversations seamlessly by enabling live chat on your website, on social media, and IM platforms. Deflect simpler customer issues completely with a self service portal and chatbots.

Deploy live chat to guide new customers through the onboarding process.
Deploy AI-enabled chatbots to trigger intent-driven conversations and respond to common queries or engage with website visitors 24/7.
Publish a self service portal with solution articles and FAQ sections to deflect common customer questions about insurance processing.

Explore Freddy AI bots

Self-service with live chat for insurance providers

Security you can trust

SOC 2 Compliant

ISO 27001 Certified

TRUSTe Certified

Cyber Essentials Certified

Let’s keep it simple: we want to be your friend.

At Freshworks, we do things differently. We know that transactions are short-lived, but the relationships we build are for life.
We will help you find and create customers for life, and we’d like you to be our customer for life.