AI agents for insurance and finance

Every customer answered, across insurance and finance.

Atlantas.Ai answers your calls, email, chat and social, grounded in your own policies and rules, around the clock.

Insurance is live today. Finance is coming soon.

  • Grounded in your own documents
  • A person always in control
  • Answering around the clock

Choose your business

Find the site built for your business.

Insurance and finance run differently. Choose yours and step into the site built around its work, its customers and its rules.

A claims handler wearing a headset at her desk in a bright London insurance office, mid conversation with a policyholder. Insurance insurance.atlantas.ai

Insurance

Claims calls answered, a new claim logged the moment it is reported, grounded in your own policies.

Enter the insurance site
A finance adviser in a high street office listening to a couple across a light oak table, a printed statement open between them. Coming soon finance.atlantas.ai

Finance

For UK lenders, brokers and advice firms. The finance site is coming soon.

Coming soon

One platform

Four channels, one shared knowledge base.

The same agents answer the phone, the inbox, live chat and social, all working from one set of your own documents.

Voice

Calls answered day and night.

Your phone lines covered around the clock, in a calm, natural voice. No voicemail.

Chat

Live chat that resolves.

Answers questions on your website and app, and hands over to a person when needed.

Email

The inbox, triaged.

Reads, sorts and replies to email, and flags what a person should see.

Social

Social messages, handled.

Replies to direct messages and comments in your voice, and passes on the tricky ones.

Knowledge Base

Grounded in your own documents.

Every answer comes from your policies, rules and procedures, with the section it used cited.

One dashboard

Every channel, one view.

Calls, email, chat and social, with analytics and human handoff in one place.

Get started

Talk to your AI agent today. Your AI workspace is ready in minutes.

Your AI agent starts by understanding your website, so you can begin talking or chatting with it straight away. Add your own policies, schedules, procedures and knowledge base to sharpen its answers. Then connect your email so it can understand, categorise and help manage customer enquiries, all from a single AI workspace.

To connect with the software you already use, such as your policy, claims and finance systems, our team will configure the required integrations. That typically takes 2 to 6 weeks, depending on your requirements.

Step 01

An initial chat

A relaxed call about how your firm handles calls, email and customers today, and where the time goes.

Step 02

We tailor Atlantas.Ai

We ground the agents in your own policies, rules and procedures, and set them up in your voice.

Step 03

Go live

We connect it to your phone, inbox and systems, and it starts answering alongside your team.

Step 04

Refine as you grow

We watch how it performs with you, tune the answers, and add more as your firm needs it.

Why it holds up

Built for regulated firms.

Grounded in your own documents, supervised by people, and clear about when it should hand over.

Grounded in your own documents

Every answer comes from your own policies, rules and procedures, with the section it used cited. If it does not know, it does not make one up.

A person stays in control

When it is unsure, it escalates to one of your team, so a human always has the final word.

Sits alongside what you already run

It works with your existing phone system, your customer records and your core platform, with nothing to rip out.

Built for regulated UK firms

It is made to treat customers fairly, spot complaints and vulnerable customers, and route them straight to a person.

Start

Choose your business type.

Pick your business type and step into the site built for it, or talk to us about where an agent earns its place first.

Insurance is live today. Finance is coming soon.