Insurance Solutions

Insurance
Solutions

Respond to quotes instantly, automate claims updates, and unify customer interactions to improve retention, build trust, and streamline insurance operations.

The XUNA Case for Insurance

Step 1

The Problem

Prospects shop elsewhere when quotes take too long. Adjusters are swamped by status calls. Renewal reminders slip through the cracks. Customer data splinters across legacy systems.

Features

Powerful AI Tools Built for Insurance

Insurance customers expect fast quotes, clear communication, and proactive updates. XUNA automates the entire customer lifecycle — from lead capture to claims follow-up.

Step 1

The Problem

Prospects shop elsewhere when quotes take too long. Adjusters are swamped by status calls. Renewal reminders slip through the cracks. Customer data splinters across legacy systems.

The XUNA Advantage

Why Insurance Teams Choose XUNA

Instant quote responses via Voice and SMS
Automated claims status updates for policyholders
Proactive renewal reminders and retention campaigns
Unified customer view across all touchpoints

Step 2

The Solution

XUNA integrates with your AMS and quoting tools to respond to quote requests instantly, push claims updates proactively, and trigger renewal campaigns automatically. Voice and SMS agents run TCPA-compliant outreach and unify every customer view.

What We Solve

Common Insurance Challenges

01
Slow quote response times losing prospects to competitors
02
Manual claims status updates overwhelming adjusters
03
Policy renewal follow-ups falling through the cracks
04
Fragmented customer data across legacy systems

Step 3

The Advantage

Instant quote responses across Voice and SMS. Automated claims status updates for policyholders. Proactive renewal reminders and retention campaigns. One unified customer view across every touchpoint.

+38%

Quote Conversion

-70%

Status Inquiries

92%

Retention Rate

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Step 4

The Numbers

Quote conversion up 38%, inbound status inquiries down 70%, 92% retention, and 24/7 availability — faster quotes, fewer call-backs, stickier policies.

+38%

Quote Conversion

Instant responses capture more prospects before they shop elsewhere.

-70%

Status Inquiries

Proactive updates eliminate the need for customers to call in.

92%

Retention Rate

Automated renewal campaigns keep policyholders engaged.

24/7

Availability

AI agents handle inquiries around the clock, every day.

Capabilities

Built for Real Conversations

XUNA Voice agents handle complex calls with human-like fluency, from qualifying leads to scheduling appointments and resolving support tickets. Every interaction is logged, analyzed, and optimized.

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Active Calls

12 live

Sarah Mitchell

3:42

Connected

James Park

1:15

Transferring

Lisa Chen

5:08

Resolved

Voice Analytics

Last 30 days

Avg Handle Time

2:18

Resolution Rate

94%

CSAT Score

4.8

Calls Today

1,247

Call Flow

Active

Greeting

Natural welcome

Qualify

Identify intent

Route

Solve or transfer

Follow Up

SMS confirmation

Integration

Build on XUNA
10,000+ Integrations

Connect XUNA to your CRM, calendar, messaging, and marketing tools — native connectors plus Zapier and Make, ready to go.

See All 10,000+ Integrations

Need to Know

Frequently Asked
Questions.

Insurance Solutions

Insurance
Solutions

Respond to quotes instantly, automate claims updates, and unify customer interactions to improve retention, build trust, and streamline insurance operations.