XUNA AI
For Insurance
Respond to quotes instantly, automate claims updates, and unify customer interactions to improve retention, build trust, and streamline insurance operations.
XUNA in Insurance
In insurance, speed builds trust and delay creates doubt. Every prospect waiting for a quote is actively being targeted by a competitor. Every policyholder confused about their claim status is a potential churn risk. Legacy systems and manual processes make it difficult to deliver the instant, clear communication that today's digital-first clients demand.
XUNA helps insurers deliver faster, more responsive customer experiences. Our AI-powered platform automates client interactions, streamlines internal workflows, and unifies communication channels. This reduces operational overhead while simultaneously increasing policyholder satisfaction and retention. Whether you are a brokerage, carrier, or agency, XUNA ensures every inquiry, claim update, or quote request is handled with speed and precision.
Case Study: Quoting and Lead Follow-up for an Independent Brokerage
An independent insurance brokerage utilized XUNA Voice to automatically respond to inbound quote requests and qualify new leads. With instant follow-up and seamless CRM synchronization, the brokerage saw:
- A significant drop in lead response and qualification time.
- A 45% increase in qualified consultations booked on their calendar.
- A substantial decrease in the administrative workload for their producers.
Case Study: Claims Update Automation for a Mid-Sized Carrier
A regional carrier implemented XUNA SMS to automate claims status notifications and send appointment confirmations for adjuster visits. This simple change had a major impact on their operations and customer service:
- 70% fewer inbound status-check calls, freeing up adjusters.
- Improved claims closure times by 20%.
- Reduced routine call volume by over 50%, freeing up staff for more complex patient needs.
Top Platform Highlights for XUNA
- Never Miss a Patient Again with 24/7 automated appointment handling and messaging.
- Improve Patient Outcomes with automated reminders that reduce no-shows and improve preparedness.
- Unify Your Front Desk & Care Teams with integrated workflows that improve coordination and efficiency.
- Launch in Days, Not Months with a fast and flexible implementation designed for clinics of all sizes.
The XUNA Advantage
XUNA simplifies operations by eliminating manual follow-ups and enabling personalized automation. Voice agents respond in real-time, SMS adapts to user behavior, and CRM ties it all together without adding friction to your workflows.
- Provide Instant Service, 24/7 with automated customer communication that doesn't rely on staffing.
- Deploy in Days, Not Months with a fast, no-code setup that integrates into your existing processes.
- Personalize Every Touchpoint with tailored automation across the entire customer lifecycle.
- Unify Your Data for Faster Insights and better compliance support with a centralized platform.
Best Practices for Insurance
Create a seamless digital communication layer for your insurance business with XUNA. Use our voice agents for automated quoting and appointment setting to capture every opportunity. Implement SMS for proactive status updates and reminders to keep policyholders informed. Unify all customer touchpoints in the integrated CRM to provide a consistent, high-quality experience that builds trust and loyalty.
Top Integrations for Insurance
XUNA is designed to integrate with the leading software you already use, including your Agency Management System (AMS), CRM, comparative raters, and marketing automation platforms, ensuring a unified data environment.
45M+
Customer Calls
Proven voice AI performance across real, high-volume phone operations.
4M+
Hours Saved
Less time on manual calls. More time for growth, sales, and support.
+35%
Answered Calls
Voice agents respond instantly - no hold music, no missed opportunities.
99.9%
Uptime
AI voice agents your business can rely on, every minute of every day.
