Handling policyholder inquiries while managing risk protection? ThriveDesk’s AI customer service helps insurance providers answer questions about coverage details, claims processes, and policy changes automatically. Our AI tools provide instant responses about insurance products, premium information, and documentation requirements – even during high-volume claim periods. Improve customer satisfaction with responsive communication while your agents focus on underwriting and complex claim handling.
ThriveDesk AI transforms policyholder communications for insurance providers by providing immediate responses to common inquiries. Our solutions handle everything from coverage explanations to claims guidance, letting your insurance professionals focus on risk assessment and customer protection.
Instant Coverage Information
Provides clear explanations of policy protections, limits, and exclusions.
Claims Process Guidance
Outlines reporting procedures, documentation needs, and settlement timelines.
Premium Payment Management
Efficiently handles billing inquiries, payment options, and account status questions.
Policy Modification Support
Assists with coverage changes, personal information updates, and endorsement requests.
ThriveDesk AI helps insurance companies deliver exceptional service while maintaining actuarial discipline and claims integrity. Our tools ensure customers get fast, accurate information while your team focuses on appropriate risk management and claim resolution.
Document Request Handling
Manages certificate generation, policy document delivery, and verification letter requests.
Deductible Explanation
Clearly communicates out-of-pocket responsibilities, application scenarios, and recovery options.
Coverage Verification
Provides confirmation of protection for specific situations, losses, and claim types.
Discount Eligibility Information
Shares qualification details for rate reductions, savings programs, and premium decreases.
Agent Locator Assistance
Helps policyholders connect with appropriate representatives, offices, and service providers.
Renewal Process Information
Explains timeline, document delivery, and review procedures for policy continuation.
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ThriveDesk has everything your team need to solve customer issues, faster
Everything you need to elevate your team’s email management and make them more productive, whether you have a team of 5 or 50.
Spam filtering
Remove clutter by automatically directing spam messages to a spam folder.
Default status update
Automatically update the status of tickets as ‘Pending’, ‘Active’, ‘Closed’ as soon as a team member opens it or makes any changes to it.
Multi-channel support
Support using email, live chat, contact form & API.
Auto BCC
Automatically send a copy of all outgoing conversations to a specified email address.
Canned replies
Maintain and retrieve information about past transactions of any customer who has interacted with your company.
Conversation report
Understand your team’s bandwidth and the biggest issues faced by your customers. Learn key metrics like: Number of conversations received vs closed, When your team is the busiest and which agent is performing the worst.
Snooze
Have tickets reopen automatically at a specified time in the future (similar to the snooze feature in your phone’s alarm).
Keyboard shortcuts
Perform repetitive tasks quickly and manage ticket resolution on the fly by using keyboard shortcuts.
Contact history
Maintain and retrieve information about past transactions of any customer who has interacted with your company.
Happiness report
You can view the overall happiness score of the service and also the individual happiness score of each member through the happiness report. The report also provides reasons for the ratings and reviews posted by customers.
Company report
Get insights on how much of your company’s sales revenue was influenced by ThriveDesk. You can also use the company report to gain useful insights on trends and problem areas to optimize your processes better.
Auto-responders
Set up automated acknowledgement emails or other auto-responders once a ticket is submitted. The most vital step to ensure customer satisfaction is getting an automated acknowledgement email set up as quickly as possible after the submission of a new ticket. This allows customers to feel more confident knowing their issue has been logged with us immediately and we're taking care of it right away!
Performance report
This report shows you the number of conversations that were assigned to each team or team member, the average turnaround time per ticket and much more.
Conversation history
By tracking recent conversation history, you can ensure that your customer has a more personal and seamless experience even if the support agent is different each time.
Connect with your existing tech stack
Integrate ThriveDesk software with tools for marketing, analytics and growth that you’re already using. Streamline repetitive tasks to gain more time to focus on things that matter.
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