Smart CX solutions for simplifying the insurance experience
Exceptional customer experience is vital in insurance for building trust. RozieAI enhances interactions through personalization and quick AI deployment, offering clear communication and support. This fosters connections, boosts retention, and differentiates your brand in a competitive market.



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Property and
Casualty
Insurance (P&C)
Casualty
Insurance (P&C)
Life
Insurance
Insurance
Health
Insurance
Insurance
Specialty
Insurance
Insurance
Travel
Insurance
Insurance
Unique CX requirements in insurance
Simplicity in Communication
Insurance language is often complex and specialized, so customers prefer insurers that communicate in simple terms.
Accessibility in Uncertain Times
During unexpected moments of uncertainty, customers expect their insurers to be readily accessible and fast.
Cost-Effective Excellence in Service
Delivering on contractual promises cost-effectively requires attentive engagement and effective management of customer expectations.
Proactive Engagement
Increasing meaningful outreach like advisory, between required touchpoints leads to improved customer retention and stronger relationships.
Human-Centric Experiences
Providing unified, human-centric experiences at critical touchpoints in the journey provides a competitive edge in the insurance market.
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Suite of AI-powered solutions to help you deliver scalable personalized experiences


Intelligence and Insights
Conversation Insights
Automate listening and qualitative language analysis of conversations across channels. Identify the root causes behind primary topics and uncover opportunities to optimize self-service, contact center operations, and more. Compile customer engagement profiles for continuity of service.
Engagement Insights
Utilize automated listening to gain insights from self-service channels like IVR systems. This approach helps you understand user behavior, identify trends, and optimize interactions for improved efficiency and customer satisfaction.
Content Intelligence
Display the demand and value of content assets based on customer type, key journey moments, and engagement topics. Identify ambiguities, conflicts, duplications, and necessary refinements in the content portfolio.


Digital Self-service
AI Insurance Concierge Team
Evolve beyond chatbots. Onboard and manage our trained AI team to deliver a 24/7 human-like service experience through a centralized platform, seamlessly supporting multiple departments.
Intelligent Experience Orchestrator for Insurance
Simplify insurance experience by providing customers with concise, contextual advice at the right moment. Easily embed into your existing mobile app experience.


Agent Augmentation
AI Companion for Customer Service Agents
Augment your agents with AI-driven real-time support. Cut resolution times, boost efficiency, and grow vendor knowledge with instant answers, contextual recommendations, real-time transcription, sentiment analysis, automated notes, task delegation, and more.
Omni-channel Desktop for Contact Center Agents
Improve agent experience, increase retention, and deliver an empathetic experience with a unified agent workspace that has complete customer memory across channels, a rich portfolio of productivity tools, and a built-in AI companion.


Journey and Workflow Automation
Workflow Automation
Design and automate customer experience processes without needing programming skills using our no-code experience studio. Create and manage workflows through intuitive drag-and-drop interfaces, streamlining tasks and improving efficiency in customer interactions.
Omnichannel Communications Platform
Ensure timely, personalized engagement and manage disruptions effectively with targeted omnichannel content distribution. Provide a unified brand experience through SMS, voice, in-app messaging, push notifications, and custom channels. Create and manage experiences via a no-code experience studio.


Tailored Experiences
Experience Language Services and Applications
An experience middleware platform with pre-built language AI services and CX applications, enabling rapid integration of generative AI into voice, mobile, or web apps within days.
Custom AI Agents
Build and deploy a team of custom AI agents to scale service cost-effectively. Onboard and manage them easily via our centralized no-code platform.
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Benefit from RozieAI advantage
RozieAI is rooted in a rich history of experience innovation consulting tailored for the insurance industry. This background allows us to craft exceptional insurance experiences that not only meet but anticipate policy holder needs. Our approach combines deep insights into personalization with advanced technology to deliver truly bespoke interactions.

Our solutions are designed for rapid deployment while being grounded in strategic insight. We enable swift implementation without sacrificing the depth of personalization. This balance ensures that your insurance brand can quickly adapt to changing market demands while maintaining high standards of service.

Personalization in insurance is not just about addressing individual preferences; it’s about understanding the context in which those preferences arise. RozieAI leverages AI to gain contextual insights that drive meaningful interactions. This capability allows us to deliver experiences that are not only relevant but also anticipate and respond to policyholders’ evolving needs.

As insurance brands scale, maintaining high service quality becomes increasingly complex. RozieAI’s solutions are designed to scale seamlessly with your operations, providing the efficiency needed to handle growth while preserving the personal touch that differentiates your brand.

Staying ahead in the insurance industry requires continuous innovation. RozieAI is committed to pushing the boundaries of what’s possible in customer experience. Our technology and methodologies are constantly evolving to incorporate the latest advancements, ensuring that your brand remains at the forefront of CX excellence.

Deep expertise in insurance experience innovation
Rapid deployment meets strategic insight
Advanced personalization through contextual awareness
Scalable solutions with a focus on efficiency
Innovative approaches to CX delivery


Experience innovation consulting services
Rapid
Prototyping
Prototyping
AI
Engineering
Engineering
Agile
Delivery
Delivery
Production
Support
Support
Project and
Product
Management
Product
Management
Operational
Best Practices
Best Practices
Business Case
Development
Development
Design
Thinking
Thinking

Experience
Innovation
Consulting Services
Rapid Prototyping
AI Engineering
Agile Delivery
Production Support
Project and Product Management
Operational Best Practices
Business Case Development
Design Thinking


Here’s what our clients say

Get Started Today
Ready to transform your customer experience?
Discover how RozieAI’s unique blend of experience innovation consulting, personalization, and rapid AI deployment can create unforgettable policyholder interactions and give you a competitive edge.


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