G2 logo

4.7 (200+ reviews)

AI built for the
policyholder experience

Deploy AI agents across the full policyholder journey — automating high-volume service requests, scoring every agent conversation for compliance and quality, and surfacing intelligence from 100% of policyholder interactions. All on one platform, with one data layer.

Schedule a demo

Read story

Read story

Read story

Read story

Read story

Read story

Read all case studies

Read story

Read story

Read story

Read story

Read story

Read story

Read all case studies

Read story

Read story

Read story

Read story

Read story

Read story

Read all case studies

“In our experience, those managers in charge of quality save up to 50% of their time... Traditionally, quality assurance managers pick up a random selection of conversations... Now, one of the benefits of this platform is that your selection can be based on risk factors.”

Head of Conversational AI

Global Reinsurance Leader

“In our experience, those managers in charge of quality save up to 50% of their time... Traditionally, quality assurance managers pick up a random selection of conversations... Now, one of the benefits of this platform is that your selection can be based on risk factors.”

Head of Conversational AI

Global Reinsurance Leader

“In our experience, those managers in charge of quality save up to 50% of their time... Traditionally, quality assurance managers pick up a random selection of conversations... Now, one of the benefits of this platform is that your selection can be based on risk factors.”

Head of Conversational AI

Global Reinsurance Leader

Deliver peace of mind in every insurance call

Claims and denial handling

Claims status, denial explanations, and appeal conversations scored against your rubric on 100% of contacts, with a complete record for every evaluation.

High-volume service deflected

Policy inquiries, billing questions, FNOL submissions, and coverage questions absorbed by AI agents on voice and chat, around the clock.

Compliance coverage on 100% of calls

Every agent conversation scored for state DOI disclosures, claims-handling scripts, with an audit trail for every interaction.

Talk to an Insurance CX specialist

How Insurance CX teams use Level AI

Virtual Agent

Insights

Quality

Coach

Agent Assist

Get ahead of enrollment and renewal surges
before they hit the queue

Pre-train AI agents on the intents that spike during each window: open enrollment confusion, Jan 1 onboarding, Medicare AEP comparisons, rate-increase calls, and post-catastrophe FNOL surges. Deflect the predictable volume so humans cover the high-stakes and at-risk conversations.

Pre-built for TCPA-compliant outbound flows and state DOI–safe handoff paths.

Decode voice of the policyholders

Level AI VoC insights empower QA managers with key customer concerns such as policy issues, premium details, claim status, and payment discrepancies. Train agents to handle these key concerns to improve FCR and successful case closure.

Score every agent conversation for
compliance, disclosures, and claims language

Evaluate 100% of interactions against your exact rubrics with QA GPT — state regulatory disclosures, claims handling scripts, collections language on premium recovery calls, and denial explanation accuracy. Capture desktop activity alongside the call with Screen Recording so auditors get a complete record for every

Coach every agent with
personalized AI-generated coaching plans

Mine 100% of conversations and screen activities with Generative AI to identify areas for improvement and provide agents with personalized coaching. Coaching plans arrive grounded in real FNOL calls, claims disputes, and renewal conversations.

Empower advisors with real-time guidance and post-call work automation

AI-powered Real-time Agent Assist helps agents stay compliant with state DOI disclosure requirements, deliver accurate coverage comparisons, and navigate the conversation with next best actions to optimize retention, resolve issues fast, and create best-in-class policyholder experiences. 

Ready to transform your Policyholder Experience?

Schedule a demo

ISO 27001

HIPAA

SOC2

PCI

GDPR

Level AI satisfies the requirements for GPDR, HIPAA, PCI and ISO 27001 compliance

ISO 27001

HIPAA

SOC2

PCI

GDPR

Level AI satisfies the requirements for GPDR, HIPAA, PCI and ISO 27001 compliance

ISO 27001

HIPAA

SOC2

PCI

GDPR

Level AI satisfies the requirements for GPDR, HIPAA, PCI and ISO 27001 compliance

Resources

Tools and insights to improve every customer interaction

View all resources

Ebook

A practical guide to evaluating virtual agents

Ebook

Human + AI: building the next-gen contact center

Voice of the Customer Insights

Ultimate guide for upleveling your customer experience program for the generative AI age

Ebook

A practical guide to evaluating virtual agents

Ebook

Human + AI: building the next-gen contact center

FAQ

Have questions?
Find answers

Any more questions?

Contact us

Why is it important to perform quality assurance in the insurance industry?

QA analysis provides insights into multiple contact center metrics that can provide a range of benefits, including improved agent performance, consistent customer experiences, compliance adherence, faster claim resolution, and enhanced customer satisfaction.

Can Level AI identify areas for improvement in agent performance?

Yes, Level AI has a dedicated coaching module that can pinpoint strengths and areas for development in agent interactions. It provides insights into agent-customer interactions, adherence to scripts, resolution efficiency, and more.

Can I track customer interactions and claims through the Insurance QA software?

Level AI is an insurance call center software that provides tools to track and manage customer interactions, claims, policy details, and customer histories, ensuring a comprehensive view of each customer's journey.

How does insurance compliance software such as Level AI assist in compliance with regulations?

Level AI ensures Insurance compliance by analyzing interactions for adherence to legal and industry regulations and flags if there are any non-compliance behaviours. This helps in identifying any deviations or potential insurance regulatory compliance issues.

Can Level AI track customer sentiment and feedback?

Level AI introduces Generative AI in Insurance call center to gauge customer sentiment by analyzing the intent of customers using its state-of-the-art NLU technology. This helps in understanding customer experiences and improving service quality.

Can Level AI integrate with other systems used in insurance call centers?

Yes, Level AI is designed to integrate with customer relationship management (CRM) systems, call recording software, and other CCaaS tools used in insurance contact centers.

How does the software assist in agent performance improvement?

Level AI's coaching module provides real-time monitoring, call recording, quality assessments, and performance analytics, enabling targeted coaching and training for agents. Moreover, flag conversations for in-depth analysis to discover uncovered insights.

How can conversational AI for insurance help improve overall customer experiences?

Conversational AI in Insurance provides insights into agent performance, compliance, and customer interactions to help deliver consistent, efficient, and high-quality customer experiences.

FAQ

Have questions?
Find answers

Why is it important to perform quality assurance in the insurance industry?

QA analysis provides insights into multiple contact center metrics that can provide a range of benefits, including improved agent performance, consistent customer experiences, compliance adherence, faster claim resolution, and enhanced customer satisfaction.

Can Level AI identify areas for improvement in agent performance?

Yes, Level AI has a dedicated coaching module that can pinpoint strengths and areas for development in agent interactions. It provides insights into agent-customer interactions, adherence to scripts, resolution efficiency, and more.

Can I track customer interactions and claims through the Insurance QA software?

Level AI is an insurance call center software that provides tools to track and manage customer interactions, claims, policy details, and customer histories, ensuring a comprehensive view of each customer's journey.

How does insurance compliance software such as Level AI assist in compliance with regulations?

Level AI ensures Insurance compliance by analyzing interactions for adherence to legal and industry regulations and flags if there are any non-compliance behaviours. This helps in identifying any deviations or potential insurance regulatory compliance issues.

Can Level AI track customer sentiment and feedback?

Level AI introduces Generative AI in Insurance call center to gauge customer sentiment by analyzing the intent of customers using its state-of-the-art NLU technology. This helps in understanding customer experiences and improving service quality.

Can Level AI integrate with other systems used in insurance call centers?

Yes, Level AI is designed to integrate with customer relationship management (CRM) systems, call recording software, and other CCaaS tools used in insurance contact centers.

How does the software assist in agent performance improvement?

Level AI's coaching module provides real-time monitoring, call recording, quality assessments, and performance analytics, enabling targeted coaching and training for agents. Moreover, flag conversations for in-depth analysis to discover uncovered insights.

How can conversational AI for insurance help improve overall customer experiences?

Conversational AI in Insurance provides insights into agent performance, compliance, and customer interactions to help deliver consistent, efficient, and high-quality customer experiences.

FAQ

Have questions?
Find answers

Any more questions?

Contact us

Why is it important to perform quality assurance in the insurance industry?

QA analysis provides insights into multiple contact center metrics that can provide a range of benefits, including improved agent performance, consistent customer experiences, compliance adherence, faster claim resolution, and enhanced customer satisfaction.

Can Level AI identify areas for improvement in agent performance?

Yes, Level AI has a dedicated coaching module that can pinpoint strengths and areas for development in agent interactions. It provides insights into agent-customer interactions, adherence to scripts, resolution efficiency, and more.

Can I track customer interactions and claims through the Insurance QA software?

Level AI is an insurance call center software that provides tools to track and manage customer interactions, claims, policy details, and customer histories, ensuring a comprehensive view of each customer's journey.

How does insurance compliance software such as Level AI assist in compliance with regulations?

Level AI ensures Insurance compliance by analyzing interactions for adherence to legal and industry regulations and flags if there are any non-compliance behaviours. This helps in identifying any deviations or potential insurance regulatory compliance issues.

Can Level AI track customer sentiment and feedback?

Level AI introduces Generative AI in Insurance call center to gauge customer sentiment by analyzing the intent of customers using its state-of-the-art NLU technology. This helps in understanding customer experiences and improving service quality.

Can Level AI integrate with other systems used in insurance call centers?

Yes, Level AI is designed to integrate with customer relationship management (CRM) systems, call recording software, and other CCaaS tools used in insurance contact centers.

How does the software assist in agent performance improvement?

Level AI's coaching module provides real-time monitoring, call recording, quality assessments, and performance analytics, enabling targeted coaching and training for agents. Moreover, flag conversations for in-depth analysis to discover uncovered insights.

How can conversational AI for insurance help improve overall customer experiences?

Conversational AI in Insurance provides insights into agent performance, compliance, and customer interactions to help deliver consistent, efficient, and high-quality customer experiences.