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Guide policyholders with instant AI support

AI-powered support answers questions from your own content – instantly helping customers without waiting. Scale efficiently without adding headcount.

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Take a tour of the product

Why it matters

The problem this solves.

Import stalls

Policyholders get stuck mapping fields and fixing errors, delaying setup.

Repeat questions

Support wastes time answering the same basic import and migration questions.

Slow onboarding

New users can’t find the exact next step in your help docs.

No visibility

You lack data on which migration steps confuse customers.

Deflect import ticketsSpeed up time-to-valueScale support without headcountTurn chats into actionable insights

The Chatref solution

Keep answers alive during a switch.

Fig. 1 · Keep answers alive during a switch – AI answers CRM-switch questions from your own docs – no dead ends or guesswork

A prospect hits a snag during CRM migration and pauses their trial. They ask Chatref. AI pulls the exact next step from your old migration guide. The switch finishes. They upgrade – no queue, no wait, no trial lost to friction.

Real questions

What Chatref answers here.

Auto-answer ‘How do I submit my first claim?’ from your guides.

Capture leads when policyholders ask about premium plans.

Tag chats by onboarding stage for better insights.

Handoff complex cases to agents with full context.

Under the hood

The features that power it.

AI Agents

Your own AI assistant, trained on your business.

Insights & Analytics

See what people ask and how your agent is doing.

Lead Capture

Turn chats into contacts, captured for you.

Shared Inbox

Watch chats live and step in when a human is needed.

Conversation Tags

Auto-label chats by topic so you can filter and report.

Pay as you go

Pay only for what you use, with simple prepaid credits.

More CRM solutions

Solve the next job too.

See all of them on the Insurtech Support hub.

Renewal Support

Billing and Payments Support

Coverage Explanations Support

View all Insurtech Support solutions

Loved by support teams

Teams cut support tickets by half

How Chatref deflects repeat questions with your own content

Imports used to stall halfway and land in our queue. Now Chatref walks users through field mapping from our own guide, and most finish without us. Our admins handle the real migrations again.

Northwind Analytics

Chatref answers 90% of onboarding questions from our own guides – no more repeating the same steps. Our team focuses on complex cases only.

Pinehook

New users complete setup 3x faster. Chatref walks them through our exact steps, in our voice – no generic advice.

Cardinal CRM
68%

of import questions answered before they reach the team

One set of docs now supports every region. Onboarding is consistent, no matter where users are.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Will Chatref understand our specific insurance terms?

Yes – it learns from your own onboarding content so answers match your exact language and processes.

How do we handle policyholders who need human help?

Agents take over seamlessly in a shared inbox with full chat history.

Can it handle multiple languages for global policyholders?

Yes – one agent works across all regions using your localized content.

What if Chatref gives wrong information about our policies?

It only answers from your approved content – never makes things up.

Won’t importing old content just bring in outdated answers?

You choose what to import. Start with your best guides, then use built-in insights to spot what needs updating.

How long does setup take during a migration?

Minutes. Upload your content, drop in one widget snippet, and your AI starts answering.

What if my old content is in different formats or languages?

Chatref works with help docs, guides, site pages, and files. It answers across languages from one set of imported content.

Can I keep my old content private?

Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web.

Guide policyholders with instant AI support – free

Start for free and let AI answer questions from your own content instantly.

Start for freeTalk to an expert

Part of Chatref for Insurtech Support · Financial Services hub · pricing.