INSUREU2’s

Insurance AI

Stop re-explaining the basics.

Let INSUREU2 AI handle it.

Built by insurance experts, proven for insurance professionals. Our AI is not generic. It is designed with real licensed insurance expertise behind it. Fast, compliant, and client friendly, INSUREU2 adapts to your agency’s workflows and delivers proven results.

INSUREU2 Insurance AI
Trusted by the insurance industry’s top leaders
Trusted by industry experts

Expert level performance from day one

INSUREU2’s AI empowers new insurance professionals to work like seasoned experts from day one, delivering faster, more accurate results with confidence. Learn more today to see how we can elevate your team’s performance.

Unlock expert level performance from day one
Unlock expert level performance from day one

Real-time performance boost on every call

INSUREU2’s AI delivers real-time feedback within 0.5 seconds during phone calls, empowering agents to improve performance and make informed decisions as they work. Discover how instant support can elevate your team’s effectiveness today.

Empower new agents to excel from day one

INSUREU2 AI empowers new agents to tackle complex tasks with the confidence and skill of a seasoned professional, accelerating their growth and unlocking their full potential from day one.

Unlock expert level performance from day one

Real-Time Performance Acceleration

INSUREU2 AI delivers guidance in less than half a second during live calls, giving agents instant clarity, stronger execution, and greater decision confidence in the moments that matter most. With real-time support embedded directly in the workflow, teams perform faster, reduce errors, and consistently deliver higher-quality customer interactions.

INSUREU2 AI is built to adapt to complex, real-world insurance workflows — scaling seamlessly across teams, roles, and locations. By delivering consistent guidance and structured execution inside every interaction, it helps agents operate with greater confidence, accuracy, and precision, while strengthening performance across the entire organization.

INSUREU2 AI delivers answers in under half a second, giving agents instant, on-screen expertise during every client conversation. With real-time guidance embedded directly into the call, agents stay confident, accurate, and fully supported from start to finish.

Every conversation is documented using approved language and stored as an audit-ready transcript, ensuring consistent compliance, defensible records, and stronger quality oversight across every interaction.

The system automatically transcribes every conversation and generates structured case notes, reducing manual data entry, saving time, and helping eliminate documentation errors.

INSUREU2 Insurance AI

Business Impact (Metrics-Oriented)

Based on measured pilot-period system signals and observed agent behavior patterns.

+20%

Fewer Stalled or Abandoned Calls

Calls progress more smoothly, reducing stalled or abandoned decision stages and helping customers move confidently toward completion.

+30%

Account-Rounding Opportunities

Agents uncover more cross-sell and coverage-rounding opportunities, helping grow premium revenue without increasing call volume.

-20%

Quality-Driven E&O Exposure Signals

Risk-sensitive conversations are identified earlier in the interaction, allowing potential errors to be addressed before they occur.

-25%

Reduced Escalations and Call Friction

Fewer issues require escalation as verification happens earlier in the call, supported by clear and proactive compliance-risk signals.

AI journey - User query - Retrieval system - Large language model - Enhanced answer

Unmatched compliance and confidence

INSUREU2’s AI offers a breakthrough in compliance with automated quality assurance, ensuring every interaction meets regulatory standards. With real-time, personalized responses, and immediate error detection and correction. Agents can confidently navigate complex conversations to deliver the best solutions for clients.

Guidance in under
0.5 seconds

Compliance and Data Security

Enterprise-grade protection validated by independent audits. Compliance and data security are treated as ongoing operational responsibilities, with controls, audits, and governance continuously maintained to align with evolving regulatory and enterprise requirements.

Security Architecture

Built on a security-first design with full encryption in transit and at rest, strict role-based access controls, and continuous monitoring to reduce risk and limit exposure.

Regulatory Alignment

Aligned with leading security and privacy frameworks, including SOC 2 Type II, PCI DSS, HIPAA, CCPA, and GDPR—supporting regulated environments and enterprise requirements.

Data Handling & Governance

No customer PII, payment data, or PHI is stored. Operations follow documented controls, subprocessors operate under strict governance, and incident-response protocols are independently audited.

Start Your Insurance AI Journey

Submit today to check if you qualify, and once approved we will begin onboarding: intake forms, setup, and your first training session.