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AI Customer Engagement Platform for Insurance

How do your clients hear from you?

Your AI engages them all year to grow retention and cross-sell.

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Gaps in communication raise risk, slow service, and damage loyalty

Tool sprawl
hurts trust

Disconnected tools drain budgets and cause confusion. Colleagues get lost, customers get mixed messages, and trust disappears.

Slow updates kill momentum

When updates crawl through email chains, teams stall, customers switch off. Every delay adds friction, frustration and doubt.

Low visibility
invites risk

When information sits in silos, problems stay hidden, teams lose alignment, and customers lose confidence in what they hear.

Engage powers your customer relationships, then does the work.

Connect everyone. Power relationships. Driven by AI. Policyholders, brokers and your own teams share one branded app, so you stay in touch all year, not just at renewal.

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AI for Insurance

Your AI for insurance

Move beyond the once-a-year renewal email. Your AI keeps policyholders in touch all year, with claims updates, self-service on policy questions and a timely conversation when their cover needs to change. It answers from your own content, spots what matters and suggests the next step. Your people stay in control.

Your AI
Ask anything...

Customer engagement for customer success, operations and experience teams

Claims and policy updates

Keep customers informed with instant notifications and status alerts.

Mobile access

Give policyholders self-service access to documents, billing and renewals.

Secure chat

Offer one-to-one or group messaging with advisers for faster answers.

Loyalty and rewards

Recognise renewals and referrals with tailored incentives that drive retention.

Feedback after each claim

Gather insight after each claim to improve service quality.

Policyholder groups

Create spaces for education, connection and advocacy around your brand.

Ellen Sitton

Channels, Change and Project Lead at The Ardonagh Group

Ardonagh-Group logo

How Engage Helped The Ardonagh Group Connect a Global Workforce

Over 7,000 colleagues active every month.

Challenge

As one of the world’s leading insurance brokers, The Ardonagh Group was growing rapidly, acquiring businesses across multiple countries while operating under a decentralised model.

Solution

Engage provided The Ardonagh Group with a scalable, accessible platform that connects employees globally, regardless of location or device

Grant Varnham

Business Development Manager at Adrian Flux

adrian flux logo

How Engage Helped Adrian Flux Unite a Diverse, Nationwide Workforce

Connecting colleagues across offices and remote locations

Challenge

The team needed a way to reach all staff with the right information at the right time. Not every update is relevant to every role, so segmentation was essential. Maintaining the company’s strong culture and ethos across multiple locations was also becoming increasingly difficult. Traditional communication methods simply weren’t keeping up with the needs of a diverse, distributed workforce. 

Solution

Working with Engage, Adrian Flux implemented a mobile-first platform that connects employees wherever they are, while making sure communication remains targeted, timely and aligned with the company’s culture.

Take your people with you.

Mobile workplace hub

All tools, updates, and policies in one secure, branded app.

Groups and forums

Create groups for teams, branches and specialisms to share updates and knowledge.

Learning and updates

Keep teams ahead with micro-learning on products, claims and regulations.

Sentiment and insight

Engagement patterns show where teams need support.

Recognition and culture

Celebrate wins and boost morale with peer shout-outs and rewards.

Targeted updates

Send the right message to the right role at the right time.

Frequently asked questions

Do we need to run both colleague and customer apps?

No. You can run colleagues and customers in one branded app with strict audience controls, or start with one and add the other later.

How does Engage support policy, claims and document communication?

Engage gives policyholders, brokers and partners a branded app for policy documents, renewal information, claims updates and service messages, without relying on email. Everyone sees the latest version of each document, and you decide who sees what.

How does Engage help reduce email reliance for claims and policy servicing?

Engage centralises communication through targeted messaging, push notifications, chat, and content feeds. By moving policy updates, renewal reminders, claims correspondence, and document delivery into one secure platform, insurance providers reduce email volume, accelerate response times, and lower the risk of sensitive information being shared through unsecure channels.