Rasa helps insurers build AI agents for insurance, with workflows that span claims intake, policy servicing, billing, authentication, and coverage guidance across voice and digital channels. Organizations including ERGO Group, nib Group, and Groupe IMA use Rasa across insurance, health insurance, and assistance use cases where each AI agent for insurance needs to stay controlled, auditable, and connected to existing systems.




Rasa connects to the systems that already run your insurance operations, including claims platforms, policy administration systems, CRMs, billing tools, fraud systems, identity providers, and knowledge sources.
Build AI agents that guide customers through claims intake, policy changes, billing questions, coverage guidance, authentication, and escalation, with each step aligned to your business rules.
Run the same core capabilities across chat, voice, portals, apps, and contact center workflows, so customers can move between channels without starting over and teams avoid rebuilding logic for every touchpoint.
Guide customers through the first step after an incident. Rasa agents collect details, verify identity, capture required information, and trigger the right claims workflow so the claim can move forward faster.
Reduce routine "what happens next?" volume by connecting to claims systems, surfacing status updates, explaining missing documentation, and guiding customers through follow-up actions.
Support address updates, coverage changes, renewals, endorsements, document requests, and other policy servicing workflows through governed logic that follows your business rules.
Help customers understand policy terms, exclusions, limits, and eligibility using approved knowledge sources and customer context, with escalation when specialist review is needed.
Handle premium questions, invoice requests, failed payments, refunds, and payment confirmations through connected billing systems with traceable execution.
Structure identity checks, fraud-related triage, suspicious activity routing, and human escalation so sensitive interactions remain controlled, auditable, and safe.

Reliable behavior across claims and policy journeys
Built for regulated insurance environments


One system across claims, policy, billing, and service
Full control over how insurance automation evolves

Customer requests automated by ERGO Group’s AI assistant
Increase in self-service adoption for nib Group
Drivers supported by Groupe IMA’s assistance network

With Rasa, we at ERGO are completely rethinking how we build customer support experiences. It’s about developing faster and cheaper, and at scale. Rasa helps us to realize these goals.


We’re not experimenting with voice. We’re deploying it. That’s the difference.

Rasa’s platform enabled us to customize and scale our AI assistant’s capabilities, ensuring it evolved with changing member needs and organizational goals.
How nib Group used Rasa to improve member self-service, support more contextual insurance conversations, and scale its digital assistant across web, mobile, and voice.
How Groupe IMA, a French insurance and assistance provider, used Rasa to support high-volume roadside assistance, reduce non-complex call volume, and improve response speed for drivers.
A practical look at how conversational AI for insurance helps automate claims, policy management, customer support, and repetitive service tasks while improving experience at scale.
Rasa is built for insurers that need more than an insurance chatbot. It gives teams the control of building in-house, the speed of using a platform, and the governance needed to operate AI agents across claims, policy, billing, and service workflows.
Rasa can automate insurance workflows such as FNOL, claims status updates, policy changes, endorsements, billing questions, coverage guidance, document collection, authentication, fraud triage, and escalation handoff. These workflows can run across voice and digital channels while connecting to existing insurance systems.
Yes. Rasa can guide customers through First Notice of Loss by collecting incident details, verifying identity, checking required information, and triggering the right claims workflow. The agent helps customers move from first report to next action while giving insurers a structured record of the interaction.
Rasa supports policy servicing by guiding customers through address changes, coverage updates, renewals, endorsements, cancellations, and document requests. Each workflow can follow the insurer's rules, approval paths, and eligibility logic, so routine policy requests can be automated without losing control.
Yes. Rasa can support coverage guidance by connecting AI agents to approved policy documents, knowledge bases, and customer-specific data. This helps customers understand coverage, exclusions, limits, and next steps, while routing complex or sensitive cases to the right specialist with context intact.
Yes. Rasa can power one coordinated agent experience across chat, voice, IVR, portals, apps, and contact center handoffs. Insurers can reuse core workflows across channels, so customers do not have to start over when they move from digital self-service to a phone call.
Rasa integrates with claims platforms, policy administration systems, CRMs, billing tools, identity providers, fraud systems, contact center platforms, and enterprise knowledge sources through APIs and custom connectors. This allows insurers to automate real service workflows without replacing the systems already running their operations.
A typical insurance chatbot often answers FAQs or routes customers to forms. Rasa helps insurers build a true AI agent for insurance that can coordinate real workflows across systems, maintain context across channels, and execute governed actions for claims, policy servicing, billing, and customer support.
Insurance and assistance organizations including ERGO Group, nib Group, and Groupe IMA use Rasa to support customer service automation, member engagement, and high-volume assistance workflows. These deployments show how Rasa can support regulated service environments where automation needs to stay reliable, adaptable, and controlled.
Build secure, compliant AI experiences trusted at scale for financial services.
Automate complex conversations securely for better patient and provider outcomes.
Automate claims intake, policy servicing, and customer support with full auditability.
Handle high-volume support with agents that connect systems and recover from errors.
Book a personalized demo and see how claims intake, policy servicing, billing, and coverage workflows work in practice.