Strengthen your customer relationships with Insurance & Banking chatbots

Your insurance and banking bot helps you generate leads, serve your clients, sell & renew policies, and much more!

Customers who love our banking and insurance bots

Benefits of chatbots in insurance and banking


reduction in claims related costs


increase in NPS


customers prefer online purchase

Case study


queries answered by the Insurance bot


increase in customer engagement

Qatar Insurance Company


Scaling support to handle large volumes of queries while reducing extended wait times.


Insurance chatbot on website that was easily integrated with current IT systems to generate quotes, renew policies, manage claims, and answer queries.

Handle complex queries with simple solutions via a banking bot

Deliver personalized advice by empowering agents with a fully-integrated banking chatbot, serving as a Virtual Advisor. Load policies and documents to the platform to enable the discovery of suitable solutions.

Break up the legacy of legacy systems

Build smarter, more trusted relationships with flexible deployment models. No matter where you deploy - On-premise, On cloud, hybrid, or integrated with C2E - the experience for your customers stays consistent and safe.

Support clients with finance needs across their lifecycle

Make your clients' lives easier. Help them make transactions, apply for loans, buy or renew insurance policies, and even make claims with digital frictionless engagement.

What major global insurance companies say about our insurance bots

Varunkumar Mungara

VP - IT & MIS, Qatar Insurance group.

"Engati Chatbot not only works for general FAQs but also serves as a selling channel for us. The Engati team has also helped us by enhancing the product with important features & customizations that added value for us"

Jerrin Zachariah

Senior Digital Marketing Specialist Tokio Marine Insurance

"In only a span of a few weeks, Engati has helped us in saving a lot of time and efforts as 71% queries are handled by the bot. TMNF is now present on multiple channels with the bot helping us in driving conversion."

Learn how to make the most of conversational commerce

Insurance template

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Banking Template

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Latest articles on insurance & banking chatbots

8 ways chatbots are transforming Insurance & Banking

More than 80% of insurers in the U.S. are using insurance chatbots for assistance both internally and in customer-facing roles.
Learn how to be at the forefront of InsurTech innovation with this guide.
Engati Team.
Mar 19
2-5 mins read