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Help Desk Software for the Insurance IndustryInsurance Support That Works for Policyholders

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
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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

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  • 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, Agentic AI, and a knowledge base for claims, renewals, and premium queries.

Explore Instant Support right arrow icon

Knowledge base settings and AI Assist menu showing options like rephrase, elaborate, shorten, and translate.

Too many scattered channels

Unified Communication Center

Manage email, live chat, WhatsApp, SMS, Facebook, Instagram, and Telegram from one dashboard for consistent, compliant service.

Explore Centralized Inbox right arrow icon

Chat interface showing customer conversations with icons for WhatsApp, Facebook, Teams, Instagram, and other channels.

Missed or delayed premium payments

Automated Payment Notifications

Send timely reminders for policy renewals, endorsements, and billing queries, along with follow-ups and updates via preferred channels using workflow automation to ensure policyholders never miss a payment or renewal deadline.

Explore Smart Alerts right arrow icon

Notification panel showing chat mention alert with options to filter, mark as read and manage focused notifications.

Manual ticket assignment delays

Smart Claim Routing

Automatically assign FNOL (First Notice of Loss)and claim intake tickets to the right adjuster or underwriting team using intelligent workflows, enabling faster resolution with our ticketing system.

Explore Auto Assignment right arrow icon

Ticket auto-assignment settings showing agent names, ticket load, and verified status for workload distribution.

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.

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No visibility into performance

Actionable Insights Dashboard

Track CSAT Survey, SLA Metrics, and agent productivity in real time to identify bottlenecks and optimize insurance operations with enterprise help desk solutions.

Explore Real-Time Data right arrow icon

Agent performance report showing billable vs non-billable hours with ticket and activity metrics.

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.

Explore Instant Support right arrow icon

Knowledge base settings and AI Assist menu showing options like rephrase, elaborate, shorten, and translate.

Too many scattered channels

Unified Communication Center

Manage email, chat, WhatsApp, SMS, Facebook, Instagram, and Telegram from one dashboard for consistent, compliant communication.

Explore Centralized Inbox right arrow icon

Chat interface showing customer conversations with icons for WhatsApp, Facebook, Teams, Instagram, and other channels.

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.

Explore Smart Alerts right arrow icon

Notification panel showing chat mention alert with options to filter, mark as read and manage focused notifications.

Manual ticket assignment delays

Smart Claim Routing

Automatically assign claim tickets to the right adjuster or department using intelligent workflows for faster resolutions.

Explore Auto Assignment right arrow icon

Ticket auto-assignment settings showing agent names, ticket load, and verified status for workload distribution.

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.

Explore Connected Tools right arrow icon

Grid of popular app logos including Zapier, Teams, WooCommerce, Slack, Shopify, Salesforce, Facebook, Stripe, and more.

No visibility into performance

Actionable Insights Dashboard

Track CSAT, SLA metrics, and agent productivity in real time to identify bottlenecks and optimize insurance operations.

Explore Real-Time Data right arrow icon

Agent performance report showing billable vs non-billable hours with ticket and activity metrics.

Enterprise-Grade Security for Insurance Data

BoldDesk delivers robust security and compliance to protect sensitive insurance data, ensuring trust and regulatory adherence at every step.

  • 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
Secure Data with BoldDesk

No credit card required

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AI-Driven Support for Insurance

Power your insurance workflows with AI Copilot and AI Agent, enabling faster decisions for agents and instant assistance for customers.

For Agents For Customers
Helpdesk for Education Smart Self-Service boosts learning via instant knowledge answers.

Quick Summarization

Instantly condense claim details for faster decision-making.
Helpdesk for Education Quick Issue Reporting for fast classroom or tech problem support.

Instant Assistance

Get immediate answers to insurance-related questions anytime.
Helpdesk for Education Easy Request Tracking to raise tickets and track updates easily.

Reply Suggestions

Generates accurate, context-aware responses for policy queries.
Helpdesk for Education AI Agent Help gives instant answers for class and tech queries.

Smart Resource Insights

Suggests FAQs and helpful resources for quick self-service.
Helpdesk for Education Live Chat Assistance offers quick AI answers for student queries.

Knowledge Retrieval

Fetches relevant articles for underwriting and claims support.
Helpdesk for Education Learning Centre offers docs and training to enhance learning.

Language Translation

Enables real-time multilingual support for global policyholders.
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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.

Health Insurance
  • 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.
Health-insurance
Life Insurance
  • 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.
Life-insurance
Auto & Property Insurance
  • 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.
Auto-property-insurance
Commercial Insurance
  • 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.
Commercial-insurance

PRICING

Flexible Plans, Clear Pricing

Find the perfect plan for your business with No hidden costs, No surprises, and No lock-ins.

Always-On Support for Policyholders, Anywhere You Go

With BoldDesk’s cloud-based help desk, your insurance team can stay connected and responsive-whether in the office, at client meetings, or 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
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The Perfect Solution for Enterprise-Scale

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Cost-Effective at Scale

Free Migration Support

25+ Years in Business

Certified to SOC 2 and HIPAA

Dedicated Account Manager

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CUSTOMER TESTIMONIALS

Don’t Take Our Word for It

Here are a few kind words from some of our happy customers.

Read Reviews

“BoldDesk provided an all-in-one solution that saves time and reduces redundancy, improving the user experience and shortening ticketing time by 50%.”

Amy,

Customer Engagement Team at Syncfusion

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Customer review: BoldDesk delivers exceptional service and user-friendly features, making it ideal for efficient desk management.

“Almost overnight, a problem that I've been fighting with every other day went away.”

Mike Omiccioli

Apexa iQ

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“I didn't know BoldDesk one year ago, and I have discovered a very good solution. Easy to integrate. The API is very well documented”

Luc Fombonne

ioteecs

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"BoldDesk is easily configurable, highly intuitive, and has many features one would only expect to have in higher priced products."

John S

Head of Customer Support

Ethos Beauty Partners

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"The overall application functionality is good, UI/UX and the confifurations including automations all the other services are constantly working fine."

Harsha R

Support Team Lead

LTIMindtree

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"BoldDesk has everything you could imagine in a customer service platform, including many features like APIs that we are yet to explore fully."

Carlos R

VP of Operations

Movisis Tecnologia Limited

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Frequently Asked Questions

Make the right investment for smarter insurance workflows

Cut your support costs by up to 25% and boost CSAT by 30%.

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No credit card required

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We are eager to show you the magic of BoldDesk.

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