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Help Desk Software for the Insurance IndustryInsurance Support That Works for Your Customers

Insurance is more than policies; it’s about being there when life takes an unexpected turn. BoldDesk helps insurers deliver fast, compliant, and empathetic support during emergencies or claims, eliminating frustration from outdated systems.

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 & Claims

Macros to Automate Document Requests & Notifications

Built-in Communication for Faster Escalations & Approvals

SLA Management to Prioritize Emergency Health Claims

APIs & Connectors to Sync with Policy & Claims Systems

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 chatbots, and knowledge base for claims, renewals, and premium queries.

Unified Communication Center

Manage email, chat, WhatsApp, SMS, social media, and web forms from one dashboard for consistent, compliant communication.

Automated Payment Notifications

Send timely reminders, follow-ups, and updates via preferred channels to ensure policyholders never miss a payment or renewal deadline.

Smart Claim Routing

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

Seamless Integrations Hub

Connect with core insurance platforms, payment gateways, and third-party apps to streamline workflows and reduce manual effort.

Actionable Insights Dashboard

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

24/7 Assistance Hub

Empower policyholders with instant access to FAQs, AI chatbots, and knowledge base for claims, renewals, and premium queries.

Unified Communication Center

Manage email, chat, WhatsApp, SMS, social media, and web forms from one dashboard for consistent, compliant communication.

Automated Payment Notifications

Send timely reminders, follow-ups, and updates via preferred channels to ensure policyholders never miss a payment or renewal deadline.

Smart Claim Routing

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

Seamless Integrations Hub

Connect with core insurance platforms, payment gateways, and third-party apps to streamline workflows and reduce manual effort.

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 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

No credit card required

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
Quick Summarization Instantly condense claim details for faster decision-making.	Instant Assistance Get immediate answers to insurance-related questions anytime.
Reply Suggestions Generates accurate, context-aware responses for policy queries.	Smart Resource Insights Suggests FAQs and helpful resources for quick self-service.
Knowledge Retrieval Fetches relevant articles for underwriting and claims support.	Language Translation Enables 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.

Health Insurance

Life Insurance

Auto & Property Insurance

Commercial Insurance

Health Insurance

Life Insurance

Auto & Property Insurance

Commercial Insurance

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.

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.

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.

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.

PRICING

Flexible Plans, Clear Pricing

Find the perfect plan for your business—no hidden costs or surprises.

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.

The Perfect Solution for Enterprise-Scale

Cost-Effective at Scale

Free Migration Support

24+ Years in Business

SOC 2 Certified

Dedicated Account Manager

White labelling

CUSTOMER TESTIMONIALS

Don’t Take Our Word for It

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

Frequently Asked Questions

What is help desk software for the insurance industry?

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.

How do SLAs work in insurance support?

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.

What makes a knowledge base effective for insurers?

A well-structured, searchable knowledge base with analytics-driven updates reduces ticket volume and empowers customers with self-service.

How does automation reduce support costs for insurance companies?

Automation eliminates manual steps like ticket assignment and notifications, cutting handling time and improving operational efficiency at minimal cost.

What security standards matter in insurance customer support?

SOC 2, HIPAA, and GDPR compliance, along with encryption and MFA, are essential for protecting sensitive insurance data.

How do you measure support success in insurance?

Help desk metrics, such as CSAT, SLA, first-response time, and ticket deflection from self-service, indicate performance and customer satisfaction.

Can help desk software integrate with existing insurance apps?

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.

Why is omnichannel support necessary for customer retention?

It ensures seamless interactions across channels like email, chat, and social media without losing context, enhancing convenience and building loyalty in a competitive insurance market.

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

Help Desk Software for the Insurance IndustryInsurance Support That Works for Your Customers

Insurance is more than policies; it’s about being there when life takes an unexpected turn. BoldDesk helps insurers deliver fast, compliant, and empathetic support during emergencies or claims, eliminating frustration from outdated systems.

Why Insurance Companies Need Customer Service Software

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 chatbots, and knowledge base for claims, renewals, and premium queries.

Too many scattered channels

Unified Communication Center

Manage email, chat, WhatsApp, SMS, social media, and web forms 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.

Hard to find quick answers

24/7 Assistance Hub

Empower policyholders with instant access to FAQs, AI chatbots, and knowledge base for claims, renewals, and premium queries.

Too many scattered channels

Unified Communication Center

Manage email, chat, WhatsApp, SMS, social media, and web forms 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 compliance to protect sensitive insurance data, ensuring trust and regulatory adherence at every step.

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.

Quick Summarization

Instant Assistance

Reply Suggestions

Smart Resource Insights

Knowledge Retrieval

Language Translation

Built for Every Role and Every Insurance Segment

PRICING

Flexible Plans, Clear Pricing

Scale

Momentum

Enterprise

Scale

Additional agents at $18/mo

Momentum

Additional agents at $40/mo

Enterprise

Additional agents at $60/mo

Always-On Support for Policyholders, Anywhere You Go

The Perfect Solution for Enterprise-Scale

Cost-Effective at Scale

Free Migration Support

24+ Years in Business

SOC 2 Certified

Dedicated Account Manager

White labelling

Don’t Take Our Word for It

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

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

“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”

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

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

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

Frequently Asked Questions

Make the right investment for smarter insurance workflows