From first conversation to live automation.
We handle everything - discovery, build, testing and ongoing optimisation. You get AI automation configured specifically for your insurance business, without any technical complexity on your side.
The four phases
Phase 01
Discovery
We learn your insurance business
We start with a structured discovery session to understand your business in detail - your products, your customers, how you want enquiries handled, what information needs to be captured, how calls and messages should be routed, and what your ideal outcome looks like for each type of enquiry or claim notification.
Phase 02
Build
We build your automation
Using everything we've learned, we configure your Riskbotix services from the ground up. This isn't a template - every conversation flow, qualification question, routing rule and knowledge base entry is built specifically for your insurance business and the way it operates.
Phase 03
Go Live
We go live
Before going live, we run thorough testing across a range of call, chat and claims scenarios to ensure everything works exactly as intended. Once you're satisfied, we activate your Riskbotix services - and your AI automation begins handling real enquiries and notifications.
Phase 04
Optimise
We improve it
Riskbotix isn't a set-and-forget product. We review performance regularly, identify areas for improvement and refine the configuration as your business evolves - new products, changed processes, seasonal variations and anything else that affects how your automation should work.
Common questions
How long does it take to go live?
Most clients are live within one to two weeks of starting the discovery process. The timeline depends on the complexity of your setup and the integrations required.
Do I need to change my phone number?
No. We can work with your existing number using call forwarding, or provide a new number if preferred. The setup is straightforward and your customers will not notice any difference.
What happens if the AI can't handle a call or enquiry?
We configure escalation paths for every scenario. If a call or enquiry falls outside what the AI can handle, it is transferred to a member of your team or a structured message is taken and delivered immediately.
Can I update the knowledge base myself?
Yes. We provide a straightforward way to update your knowledge base as your products, pricing or processes change. We also handle updates on your behalf as part of the ongoing managed service.
How does Riskbotix handle regulated insurance conversations?
Our services are configured to stay within approved boundaries — capturing and routing information rather than providing advice. We work with you during discovery to define exactly what the AI should and should not say, in line with your compliance requirements.
Is there a minimum contract?
We offer flexible arrangements. Please get in touch to discuss the options that work best for your business.
Ready to get started?
Book a short call and we'll walk you through exactly how Riskbotix would work for your insurance business.
Book a Demo