Insurance

Policyholder portals with claims and coverage info

Create personalized portals where each policyholder sees their specific policies, coverage details, and claims history. Reduce call center volume with AI-powered self-service.

Public Widget
Website chat
Private Channels
Invite-only access
API Access
Custom integration

Key Benefits

Why organizations choose Wingman for Insurance

Policy Details

Each client sees their specific coverage

Claims Support

AI guides through claims process

Fewer Calls

Self-service for coverage questions

CRM Integration

Connect via API to your policy system

How an Insurance Company Uses Wingman

A step-by-step guide to implementing Wingman

1

Upload Policy Docs

Add policy terms, coverage details, and claims procedures

2

Deploy Public Widget

Answer general coverage questions on your website

3

Create Client Portals

Each policyholder gets a room with their specific policies

4

Streamline Claims

AI helps clients report and track claims

Private Channels: Secure Access for Each User

Each invited user gets their own private space with AI assistants trained on specific data. They only see what you want them to see.

  • Invite users via email
  • Multiple brains per channel
  • Complete data isolation
  • Copy-paste installation
  • Customizable colors and branding
  • Works on any website
  • RESTful API endpoints
  • Webhook notifications
  • Full conversation history
Example: Private Channel Dashboard
John Smith
Access to: Project Alpha, Contracts
Maria Garcia
Access to: Project Beta, Reports
Alex Johnson
Access to: All Brains

Explore Other Use Cases

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