Stop claims questions from slowing your insuretech growth.
Deflect repetitive claims questions and capture leads with AI that answers from your own content. Scale support globally – no headcount needed.
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Why this matters
Support keeps getting bogged down by the same questions
Answer the busywork – not more tickets. Chatref answers repeat setup, import, and permission questions from your own guides the moment they are asked.
Same questions daily
Your team spends hours answering the same setup, import, and permission questions over and over.
Work stops, queues grow
Admins get pulled away from product work, tickets pile up, and users stall before they finish setup.
No warm leads captured
Valuable signals from support chats slip away because no one captures them.
What you get
Four wins for insuretech support teams
The big picture
Insuretech support teams cut repeat questions – AI answers only from your own **
How it works
Turn your help docs into instant answers
Feed Chatref your guides and FAQs once. It learns them and answers questions 24/7 – so your team only handles what needs a human.
Add your help docs and guides Upload setup guides, import walkthroughs, and permission FAQs. Chatref digests them fast to start answering from your content.
Drop the widget snippet into your site Embed Chatref in minutes. It’s ready to resolve setup snags, pipeline questions, and permission issues using only your docs.
AI answers in your brand’s voice Customers get instant answers about contacts, pipelines, or permissions – no dead-end links, just the info they need.
Human handoff with full context When a question needs a human, Chatref hands it off with the full chat history so your team picks up without missing a beat.
The toolkit
Every job, mapped to a feature.
One AI agent, and a toolkit around it. Each card links to the feature that does the work.
Insuretech support
Find your niche
One AI agent that answers claims, billing, and policy questions – in plain language. Your content, your brand,
Real questions
Insuretech support made simple
AI explains policy details from your own help docs.
Customers check claim status right in the chat.
Human agents step in for complex claims with full context.
See which claim types confuse customers most.
Insuretech support wins
Solve every claims question instantly
AI answers only from your own content – no generic chatbot risks. Deflect claims questions, capture leads, and scale support without adding headcount. {
The math
Turn chats into saved time – not support tickets
Every chat Chatref handles means fewer tickets for your team. It answers questions from your own docs, so your team focuses on what matters most. Results depend on your content.
- Deflect repeat questions before they hit the queue
- Cut first-response time from hours to seconds in every region
- Scale support globally without adding headcount or night shifts
- Turn routine how-to chats into warm leads for sales
Loved by support teams
CRM teams, scaling support without scaling admins.
How CRM platforms use Chatref to answer setup, import, and permission questions before they reach the team.
Chatref took over the import and field-mapping questions that used to fill our queue. Our admins finally spend their time on the migrations that actually need a person.
New customers used to wait a day for setup help. Now they configure pipelines on their own and reach their first deal the same day.
It answers permission and role questions from our own docs, in our own voice. Most admins cannot tell it apart from the team.
of setup and import questions answered before they reach an admin
One agent covers our EU and US accounts in their own language, so we retired the after-hours import desk for good.
Will Chatref invent answers about our claims process?
No. It only uses your own content – never guesses or makes things up.
Is it just a search box in a chat window?
No. It gives instant answers and can take action – like resetting passwords or updating permissions.
Can it handle our unique claims rules?
Yes. Upload your setup docs and permission guides. It answers only from that content.
Does it replace our support team?
No. It deflects repeat questions so your team can focus on complex cases.
How long does setup take?
Most teams go live in under an hour. Add your content, drop in one snippet – done.
Can it answer questions in other languages?
Yes. It answers in the user’s language using your translated content.
What if our docs are outdated?
It only uses what you give it. Update your docs, and it uses the new content immediately.
How do we know what users are asking?
It sends a weekly insights email. It shows top questions and where to improve your docs.
Does it charge per agent seat?
No. You pay based on usage – not per seat.
Will it work for complex claims questions?
Yes. As long as your content covers those topics, it can answer them.
Can it take action inside our system?
Yes. It can trigger account tasks like resetting permissions or updating settings.
What if the AI can’t answer a question?
It hands off to a human with full chat history – no one repeats themselves.
Bring Chatref to your insurtech support.
Add your help docs, drop in one snippet, and let Chatref answer the first questions – free to start.
Part of the Financial Services support hub · see pricing.