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Help Desk Software for Insurance IndustryInsurance Support That Works for Your Customers
Insurance is about support when life changes suddenly. BoldDesk brings fast, compliant, AI-powered helpdesk software for insurance companies, so claims and policy questions move quickly with empathetic service across every channel.
- 40% faster claim resolutions
- 35% faster policy queries
- 100% compliance guaranteed
- 30% higher CSAT scores
- No credit card required
- Cancel anytime
Trusted by companies of all sizes
Why Insurance Companies Need Customer Service Software
Insurance companies require a modern help desk to streamline operations, speed up support, and deliver exceptional customer experiences. Here’s what BoldDesk offers:
Instant Claim Updates with Canned Responses
Secure Collaboration for Underwriting and Claims
Macros to Automate Document Requests and Notifications
Built-in Communication for Faster Escalations and Approvals
SLA Management to Prioritize Emergency Health Claims
APIs and Connectors to Sync with Policy and Claims Systems
- No credit card required
How BoldDesk Solves Insurance Support Challenges
BoldDesk makes insurance support smarter with advanced features that reduce delays, improve compliance, and enhance customer satisfaction.
Hard to find quick answers
24/7 Assistance Hub
Empower policyholders with instant access to FAQs, AI Agents, and knowledge base for claims, renewals, and premium queries.
Too many scattered channels
Unified Communication Center
Manage email, chat, WhatsApp, SMS, Facebook, Instagram, and Telegram from one dashboard for consistent, compliant communication.
Missed or delayed premium payments
Automated Payment Notifications
Send timely reminders, follow-ups, and updates via preferred channels to ensure policyholders never miss a payment or renewal deadline.
Manual ticket assignment delays
Smart Claim Routing
Automatically assign claim tickets to the right adjuster or department using intelligent workflows for faster resolutions.
Disconnected systems and tools
Seamless Integrations Hub
Connect with core insurance platforms, payment gateways, and third-party apps to streamline workflows and reduce manual effort.
No visibility into performance
Actionable Insights Dashboard
Track CSAT, SLA metrics, and agent productivity in real time to identify bottlenecks and optimize insurance operations.
Enterprise-Grade Security for Insurance Data
BoldDesk delivers robust security and insurance compliance workflows to protect sensitive data, ensuring adherence to insurance regulations, SOC 2, HIPAA, and GDPR standards.
- SOC 2 Type II certified infrastructure for stringent security standards
- HIPAA & GDPR compliance to safeguard personal and health information
- End-to-end encryption for secure communication and data storage
- Multi-factor authentication (MFA) for enhanced account protection
AI-Driven Support for Insurance
Power your insurance workflows with AI Copilot and AI Agent, enabling faster decisions for agents and adjusters, while delivering instant assistance for policyholders across claims, renewals, and endorsements.
| For Insurance Agents | For Policyholders |
Quick SummarizationInstantly condense claim details for faster decision-making. |
Instant AssistanceGet immediate answers to insurance-related questions anytime. |
Reply SuggestionsGenerates accurate, context-aware responses for policy queries. |
Smart Resource InsightsSuggests FAQs and helpful resources for quick self-service. |
Knowledge RetrievalFetches relevant articles for underwriting and claims support. |
Language TranslationEnables real-time multilingual support for global policyholders. |
Built for Every Role and Every Insurance Segment
BoldDesk is designed to simplify support for all stakeholders across every insurance category: health, life, auto, property, and commercial.
- Instant Claim Updates - Provide real-time status notifications for health claims.
- Pre-Authorization Management - Track and approve medical procedure requests efficiently.
- Provider Network Assistance - Help customers find in-network hospitals and doctors quickly.
- Policy Inquiry Support - Handle questions about term, whole, or universal life policies.
- Claims Routing - Automate ticket assignment for death benefit claims.
- Document Management - Securely store and share sensitive policy documents.
- Accident & Damage Claims - Automate intake and triage for accident or property damage reports.
- Policy Updates - Assist with endorsements and coverage changes seamlessly.
- Inspection Scheduling - Coordinate property inspections through ticket workflows.
- Multi-Policy Management - Simplify support for businesses with multiple coverages.
- Claims Coordination - Collaborate across departments for faster resolutions.
- Compliance Support - Address regulatory and audit-related queries with ease.
PRICING
Flexible Plans, Clear Pricing
Find the perfect plan for your business with No hidden costs, No surprises, and No lock-ins.
Scale
Momentum
Enterprise
Always-On Support for Policyholders, Anywhere You Go
BoldDesk cloud-based insurance helpdesk software keeps your team connected in the office, at client meetings, and on the move.
- Fully optimized for mobile, tablet, and desktop
- Access, manage, and resolve claims from iOS, Android, Mac, or Windows
- Deliver fast, secure assistance anytime, from anywhere
The Perfect Solution for Enterprise-Scale
Cost-Effective at Scale
Free Migration Support
25+ Years in Business
Certified to SOC 2 and HIPAA
Dedicated Account Manager
White labelling
Don’t Take Our Word for It
Here are a few kind words from some of our happy customers.
Frequently Asked Questions
Help desk software for insurance acts as a customer service desk, centralizing inquiries, claims, and policy-related questions while streamlining workflows through ticketing and automation.
AI-powered insurance helpdesk software uses AI Copilot and AI Agents to automate claims, suggest replies, and provide instant assistance for policyholders.
SLAs set response and resolution time targets for customer support tickets, such as claims or policy inquiries. Dashboards track compliance and trigger escalations if deadlines are missed, ensuring timely resolutions.
Automation eliminates manual steps like ticket assignment and notifications, cutting handling time and improving operational efficiency at minimal cost.
SOC 2, HIPAA, and GDPR compliance, along with encryption and MFA, are essential for protecting sensitive insurance data.
Help desk metrics, such as CSAT, SLA, first-response time, and ticket deflection from self-service, indicate performance and customer satisfaction.
Yes. Help desk software can integrate with your existing insurance apps using APIs and connectors, enabling seamless sync with policy management, CRM, and claims systems for faster, efficient support.
The best help desk software for insurance companies should offer compliance, omnichannel support, and automation. BoldDesk stands out by providing SOC 2 and HIPAA compliance, AI-powered workflows, and integrations tailored for insurers, helping streamline claims, renewals, and policyholder support.
Yes. BoldDesk ensures HIPAA compliance with SOC 2 Type II security, encryption, and MFA to safeguard policyholder data.
Make the right investment for smarter insurance workflows
Cut your support costs by up to 25% and boost CSAT by 30%.
No credit card required
