Customer experience AI agents for insurance
Perspective is the AI-native customer experience platform. AI agents talk to your policyholders, claimants, and agents, and get to the root cause. Every conversation is analyzed automatically, turned into a prioritized action, and routed to the team that owns it.
We call the result customer momentum.
“The claim took six weeks and
I re-explained it three times.”
One owner per claim.
Every claimant heard back.
One platform across the whole relationship, not a separate tool bolted onto each moment.
Roughly 84% of insurance quotes get abandoned, and analytics only show where. Reach the prospect, learn the real reason they left, and route the winnable ones back to an agent before they bind elsewhere.
“You started a quote and stopped. What made you pause?”
Try the Quote abandonment agentThe claim starts at the worst moment of a policyholder's year. A guided conversation captures incident details, parties, damage, and documentation, with no hold queue and no ACORD paperwork, so adjusters open a complete file.
“Take me through what happened, in your own words.”
Try the Claims intake (FNOL) agentHow a claim feels decides whether a policyholder renews, adds a policy, or refers a friend. Reach them after settlement to learn what felt fair, fast, and human, and flag who is at risk before they shop.
“Where in the claim did it stop feeling handled?”
Try the Post-claim experience agentWhen the portal frustrates a policyholder they revert to calling, which raises cost-to-serve. Triggered right after the friction, the conversation captures what they were trying to do and where it broke.
“What were you trying to do when it stopped working?”
Try the App & portal experience agentRenewal is when policyholders shop. A pre-renewal conversation surfaces life changes, new exposures, coverage gaps, and price sensitivity early enough to remarket or rewrite before a competitor quotes.
“Has anything changed this year that your coverage should reflect?”
Try the Pre-renewal review agentYour churn report says price. A conversation finds the real trigger, usually a service breakdown or one bad interaction, and identifies which former policyholders are still winnable back.
“When you switched carriers, was it the rate, or something before that?”
Try the Why policyholders switch agentIndependent agents place business with whoever is easiest to work with. Find out why they place, keep, or move a book: quoting ease, underwriting responsiveness, appetite fit, claims. All of it before the premium shifts.
“What slows you down most when you're placing a policy with us?”
Try the Agent & broker experience agent01 Discover · text or voice
A conversation follows the thread until it reaches the real reason, on brand, grounded in your coverage language, and escalating rather than improvising. Across the whole book, not just the accounts someone has time to call.
~90% finish a conversation, vs. the ~15% who finish a survey. You hear from the whole base, not just the loud few.
Introducing the Customer Momentum Loop
Seven use cases, one system. Each conversation feeds the next decision, so the understanding compounds instead of resetting with every project.
Agents reach policyholders, claimants, and brokers at quote, post-claim, renewal, or after they lapse.
AI agents · chat or voiceConversations become ranked themes by product, region, and channel.
Customer context · auto insightsOne prioritized call, with the compliance trail behind it.
Action plans · routed to ownersThe fix ships, and the policyholders who raised it hear back.
Salesforce · Guidewire · SlackCustomer Momentum
Each turn of the loop closes a little more of the gap between what policyholders expect and what your service and coverage actually deliver. That compounding alignment is what we call customer momentum.
Every conversation is recorded, transcribed, and auditable. Agents stay grounded in your approved language and escalate rather than improvise.
Start from a template, or we'll set it up on your own book of business.