Life insurance
Collects the right information to provide accurate quotes.
- Personal details
- Health & lifestyle
- Cover amount
- Dependants
- Quote comparison
Outcome: Quote delivered
Insurance & warranties
Accurate quotes. Renewals that don't slip.
Insurance and warranty conversations live or die on detail. Cloei collects exactly what underwriting needs — cover, dependants, mileage, renewal dates — asks follow-ups when an answer doesn't add up, and delivers a quote or a renewal without anyone waiting on hold.
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The opportunity
What this costs you today.
- Quotes stall because half the required detail is missing
- Renewal windows are missed and policies lapse quietly
- Compliance language varies depending on who picked up
- Volume spikes at renewal season overwhelm the team
100%
Consistent, on-brand and compliant responses
24/7
Quotes and renewals handled around the clock
300%
More operational efficiency at renewal peaks
Use cases
What Cloei handles.
Cloei gathers the full picture, compares options and delivers quotes and renewals consistently — with compliance built into every conversation.
Warranties
Checks cover, explains options and manages renewals.
- Vehicle & mileage
- Current cover
- Renewal dates
- Cover options
- Payment & setup
Outcome: Policy renewed
Quotes
Generates accurate, personalised quotes in real time.
- Requirements captured
- Risk assessment
- Quote generated
- Options compared
- Quote sent instantly
Outcome: Quote delivered
How it works
From first message to finished outcome.
- 01
Customer enquiry
Customer reaches out via their preferred channel.
- 02
Cloei engages
AI understands intent and starts a natural, two-way conversation.
- 03
Information gathered
Cloei asks smart, relevant questions to collect what's needed.
- 04
Action taken
Provides quotes, options or books a callback — instantly.
- 05
Handover or close
Seamless handover to your team, or conversation closed with an outcome.
Callback booked
Directly into your diary
Quote delivered
Accurate, instant and personalised
Options provided
Cars, products or services matched
Handover to your team
Full context. No repetition.
Conversation closed
Outcome captured and logged
Ready to see Cloei in action?
Book a discovery call today and see how Cloei can transform your customer conversations.
- 10,000+ conversations every month
- 98% customer satisfaction
- 4.9 / 5 average rating across reviews
- FCA compliant secure, compliant and built on trust