Guide policyholders through claims instantly
Answer questions from your own content – cut wait times and reduce manual work. Keep everyone on the same page during claims processing.
Featured on
Why it matters
The problem this solves.
Repeat questions
Support keeps answering the same claims filing and status questions all day.
Slow updates
Policyholders wait too long for claims status updates and get frustrated.
Regional inconsistency
Keeping claims info consistent across regions takes too much work.
Missed leads
Potential policyholders ask questions but never convert to claims.
The Chatref solution
Guide policyholders through claims instantly.
A policyholder asks about a claim status. AI pulls the exact next step from your claims process docs. The issue resolves – no queue, no wait, no lost time.
Real questions
What Chatref answers here.
Policyholder: 'How do I file a claim?' – Chatref walks them through it.
Support team: 'We're swamped with repeat claims questions.' – Chatref deflects them.
Insurtech ops: 'Our claims info isn't consistent.' – Chatref fixes it.
Answer ‘How do I switch CRMs?’ from your old help docs – no new training needed.
Resolve ‘Where’s my data?’ in the chat with one click – no email loops.
Under the hood
The features that power it.
Loved by support teams
Policyholders file claims correctly the first time
How teams reduce support tickets with self-serve claims guides
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.
Our claims process guide used to get lost in search. Now Chatref pulls the exact steps policyholders need – no more 'how do I file' emails.
Chatref walks users through filing claims using our own docs. Most submit correctly the first time – no back-and-forth.
of import questions answered before they reach the team
One set of claims info now works for every region. Updates happen in real-time, and our team handles only the complex cases.
Won’t outdated content cause bad answers?
You pick what to import. Start with your best guides, then use insights to update what’s needed. Your AI only answers from your content.
How fast is setup during a switch?
Minutes. Upload your content, add one widget snippet, and your AI starts answering. No coding or waiting.
Does it work with different content formats?
Yes – help docs, guides, site pages, and files. It answers across languages from one set of imported content.
Can I keep my content private?
Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web or shares data.
Will customers notice the change?
No. Your AI answers in your brand’s voice using your content. Customers get the same help – just faster.
Can it explain our import format?
Yes. It pulls answers straight from your import guides, showing users the exact steps you wrote.
What if imports fail?
It lists common reasons from your docs and hands off to your team with full context for anything unusual.
Does it help with field mapping?
Yes. It walks users through matching columns to fields using your documentation rules.
Guide policyholders through claims instantly – free
Start for free and let AI answer claims questions in your brand’s voice.
Part of Chatref for Insurtech Support · Financial Services hub · pricing.