AI for insurance

The agency is closed.
The request is already waiting for the adviser.

Léa collects the reason for the call, the reference numbers and the contact details. Your claims handlers take over the file; answers about cover and policies stay with them.

Available in France today. Coming soon to the UK and Europe.

A policyholder callsYour situation
The agent follows your instructionsThe conversation
The claims handler gets the contextYour team takes over
See real-life situations
SITUATIONS YOU FACE

An everyday problem.
A clear next step for your team.

Choose a situation to see the conversation and the actions set up in this example.

THE STARTING POINT

A policyholder reports water damage after closing time. A voicemail doesn’t always include the details the claims handler needs.

WITH STARLEADS

The claims handler finds the first details of the claim.

Léa asks the questions you have planned, without saying whether the claim is covered or what it will pay out.

A claim in the evening
Léa · AI agentPhone · 21:05
Your policyholderI’ve got water damage in my flat. The agency is closed.
LéaI’ll take the details for your claims handler. What is your policy number, and when did you notice the damage?
Lucie · documents to provide

Here are the documents to prepare so your claim can be assessed. Your claims handler will be in touch.

  1. The conversationLéa in conversation
  2. Action 1Claim details recorded
  3. Action 2Claims handler notified
  4. Action 3List of required documents sent
YOUR RULES, IN EVERY CONVERSATION

The agent takes over.
You stay in control.

You decide which details to record and which requests must reach an adviser.

Policy number, event, date, contact details: you choose the questions your claims handler needs answered.

The agent gives no view on cover, on a settlement or on the choice of a policy. It passes the question on.

You list the situations to transfer live and the claims handler’s number to ring.

Your agent’s instructionsChanges saved
01/03The details to collect
Instructions:
The details to collect

Policy number, event, date, contact details: you choose the questions your claims handler needs answered.

Your team sets the rules and adjusts them.
Setup

Your documents, your instructions.
An agent set up for your business.

Phone, chat and testing from Starter. Calendar, follow-up messages and workflows from Pro.

01 · Prepare

Add your information

Agency opening hours, documents to provide, reference numbers to record: add the information the agent can share.
Knowledge baseUpload
DOCUMENT NAMESTATUS
Practical information.pdfCompleted
FAQ.docxCompleted
Follow-up instructions.pdfCompleted
02 · Configure

Write the agent’s rules

Specify the questions to ask and the cases to transfer. Advice on policies, cover and settlements stays with the adviser.
Agent
LéaEnglishInbound
First message
Hello, I’m Léa, the insurance agency’s AI assistant. How can I help you?
Instructions
ContextExample set-up for your insurance agency. Opening hours and contacts set by your team.MissionRecord what the customer needs and pass it to the adviser, without recommending a policy.RulesFollow the approved instructions. Pass on to the team any request that needs their action.
03 · Test

Replay your real cases

Try an evening claim, a quote request and an incomplete claim file. Check the details collected and the handover to the claims handler.
Simulation testPassed
Name
Insurance quote request
Scenario
You want insurance for your business premises. You would like a callback on Friday.
Success criteria 3 / 3 criteria met
The agent records what the caller needs
The agent notes availability for the callback
The agent passes it to the adviser without recommending a policy
Maximum exchanges: 10Tool simulation: yes
BEFORE YOU START

Questions you may still have.

Can the AI agent tell a policyholder whether they’re covered?

No. You rule this out in its instructions: it gives no view on cover, on a settlement or on the choice of a policy. It notes the question as the policyholder asks it, and an adviser calls them back.

Can a serious claim be passed straight to a claims handler?

Yes. In its instructions, you describe the cases that can’t wait, such as a home that can no longer be lived in, and the number to ring. The agent then transfers the call live. Other claims arrive summarised and sorted in your Starleads workspace.

Where is policyholders’ data stored?

With OVH, in France, in the EU, encrypted at rest and in transit. No call is used to train a model, and you can delete each recording at any time. Full details are on the Security and sovereignty page.

Léa, AI phone agent

Starleads is coming to the UK and Europe.

Starleads is available in France today. Join the waitlist and we’ll email you as soon as it opens in your country.

Coming soon

Starleads is coming to the UK and Europe.

Starleads is available in France today. Leave your work email and we’ll let you know as soon as it opens in your country. Have a custom project? Tell us about it and we’ll get back to you.

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