Transform Static Insurance Documents into Dynamic Client Experiences
Convert complex policies, claims forms, and coverage documents into engaging AI-powered experiences that combine interactive video, smart highlighting, and conversational assistance.
Revolutionize Insurance Document Engagement
Turn static insurance documentation into interactive client experiences that explain complex coverage, answer questions in real-time, and capture valuable insights while ensuring compliance.
How it works for Insurance Professionals:
- Convert PDFs and presentations into interactive experiences in minutes
- Add explanatory videos with a synchronized document highlighting
- Create dynamic policy explanations from existing materials
- Track engagement with every document element
- Deploy AI-powered chatbots for 24/7 policy questions
- Capture client queries and concerns automatically
- Generate real-time responses from policy documents
- Create personalized video explanations for complex terms
- Track which policy sections generate most questions
- Analyze common client concerns and interests
- Capture leads and opportunities automatically
- Monitor engagement patterns across documents
- Record all document interactions and queries
- Generate comprehensive engagement reports
- Track policy acknowledgment and understanding
- Document client comprehension automatically
Make a difference by engaging your clients with AI clarity :
How It Works for Clients:
- Watch guided video explanations
- See key terms highlighted in real-time
- Ask questions through conversational AI
- Access interactive policy summaries
- Chat with AI about policy details 24/7
- Find specific coverage information quickly
- Receive visual explanations of benefits
- Get immediate clarification on terms
- Access information through preferred channels
- Save conversations for future reference
- Review explanations at their own pace
- Share documents with family members
Eliminate Every Barrier Slowing Down Your Client Engagement :
Libertify has transformed how we present our complex insurance policies. Instead of sending static PDFs, we now provide interactive experiences with video explanations that clients actually engage with. Our policy comprehension rates increased by 45%, and support calls about basic coverage questions dropped by 60%.
Some key metrics from Sarah's experience :
45% increase in policy comprehension
60% reduction in basic support queries
24/7 client support coverage
3x improvement in document engagement rates
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Wealth Management FAQ
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Wealth management firms who use the right CRM see benefits such as increased operational efficiency, enhanced productivity, better decision-making through analytics, improved collaboration, and automated workflows.
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