Chat and Call Automation for Insurance Industry

Chat and phone assistants handle routine inquiries as well as complex processes such as claims reporting, personal information changes, and status requests fully autonomously — directly integrated with existing systems for scalable 24/7 support.

Claim Reporting

Allow customers to report claims effortlessly via chat or phone. Guide them through every step — from incident details to document uploads — with secure authentication, instant validation, and clear status updates.

Personal Data Update

Enable customers to update their personal details, such as address or contact information, through chat or phone. Provide real-time confirmation and seamless integration with internal systems.

Product Guidance

Help customers find the right insurance product via chat or phone. The AI assistant understands context and uses knowledge from your website, documents, and systems to give tailored recommendations and connect users to an agent when needed.

Internal Knowledge

Empower employees with instant access to internal knowledge and policy information. AI assistants deliver quick, accurate answers from internal databases, improving efficiency and service quality across departments.

Trusted by 100+ Businesses to Automate what Matters

Core Capabilities, Built for Insurance Service

Omnichannel Experience

Engage users on web, voice, WhatsApp, MS Teams, or phone — with one logic layer behind every interaction.

Advanced Role Management

Assign roles quickly, simply, and securely, add new users in seconds and give them exactly the permissions they need.

Multilingual Support

Serve diverse customer bases with fluent chatbot and voicebot interactions in multiple languages and dialects.

Context-Aware AI

Enhance response quality by pulling information from your internal docs, PDFs, and web content.

Built-in Compliance

Stay fully aligned with GDPR and insurance sector data policies, with hosting in certified European data centers.

Analytics & Reporting Tools

Track performance across every channel with real-time insights and detailed statistics. Customize your dashboard with the metrics that matter most to you.

Before You Ask…

Does my data stay in Europe?

botario is based in Germany and runs on Hetzner’s  ISO-27001 certified servers in Nuremberg. That means your data is stored securely in the EU. If needed, we can also run everything on-premise in your infrastructure.

Will it work with the systems we have?

You don’t need to change your existing setup — we can integrate with any number of systems like CRM, contact centers, or payment platforms. We make sure everything connects seamlessly and runs smoothly.

How fast can I have the system up and running?

We provide ready-to-use templates, so you can get a first simple bot running right away. After that, we connect your systems and refine step by step to fit your needs. We start with an easy use case, show results early, and then scale together to automate even the complex cases.

Can AI make mistakes?

We design our bots so they don’t just rely on long prompts or vague instructions. Instead, you stay in control of how the bot behaves. With structured flows, smart fallback logic, and input/output validation, the AI stays grounded and delivers safe, reliable answers.

What if some questions need human agents?

We make handover simple. When a case needs a human, the bot transfers the conversation seamlessly and passes along all the details it already collected, so the agent can pick up right where the bot left off.

How do we keep information up-to-date?

You can drag and drop new files, and they’re ready to use right away. Or set up automatic retrieval from your systems or website, so updates happen in the background without extra effort.