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4.7 (200+ reviews)

AI built for
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.

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Overview

Deliver peace of mind in every insurance call

Enhance customer interaction

Deliver exceptional experiences and build trust, whether in a sales or claim processing call.

Increase operational efficiency

Streamline claim processing and increase conversion rate on policy quotes.

Reduce compliance risk

Increase regulatory compliance adherence by monitoring 100% of your insurance agents' and broker's conversations for regulatory compliance violations.

“As a design and marketing partner to millions of small businesses worldwide, Vista has always prioritized customer experience. Level AI’s agent screen recording has added “eyes” to a process where we only had “ears” before. This has helped us identify opportunities to improve our processes and tools and coach our agents more effectively, which improves both team member satisfaction and customer experience.”

Michael Villanueva

Global Director of Quality - Vista

“As a design and marketing partner to millions of small businesses worldwide, Vista has always prioritized customer experience. Level AI’s agent screen recording has added “eyes” to a process where we only had “ears” before. This has helped us identify opportunities to improve our processes and tools and coach our agents more effectively, which improves both team member satisfaction and customer experience.”

Michael Villanueva

Global Director of Quality - Vista

“As a design and marketing partner to millions of small businesses worldwide, Vista has always prioritized customer experience. Level AI’s agent screen recording has added “eyes” to a process where we only had “ears” before. This has helped us identify opportunities to improve our processes and tools and coach our agents more effectively, which improves both team member satisfaction and customer experience.”

Michael Villanueva

Global Director of Quality - Vista

Virtual Agent

Insights

Quality

Coach

Agent Assist

Resolve policy inquiries, FNOL submissions and
billing requests
across voice and chat, 24/7

Identify high-impact automation opportunities from policyholder interaction data. Build virtual agents pre-trained on how top performers handle first notice of loss, coverage questions, billing disputes, and policy changes. 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. 

“Your advanced call center screen recording capability and redaction won the day. Your competition said, we just can’t match Level AI in that area.”

Shahryar Rehman

Head of Operations - Bakkt

“Your advanced call center screen recording capability and redaction won the day. Your competition said, we just can’t match Level AI in that area.”

Shahryar Rehman

Head of Operations - Bakkt

“Your advanced call center screen recording capability and redaction won the day. Your competition said, we just can’t match Level AI in that area.”

Shahryar Rehman

Head of Operations - Bakkt

Resources

Tools and insights to improve every customer interaction

View all resources

Voice of the Customer Insights

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

Voice of the Customer Insights

From insights to action: uncover hidden insights and transform contact center operations

Agent Coaching

Forrester: five things to consider when modernizing your call center

Voice of the Customer Insights

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

Voice of the Customer Insights

From insights to action: uncover hidden insights and transform contact center operations

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.