From first conversation to live automation.
We handle everything — discovery, design, build, testing and ongoing optimisation. You get intelligent automation configured around your insurance business, without requiring your team to become AI or automation experts.
The four phases
Phase 01
Discovery
We learn your insurance business.
Before anything is built, we take the time to understand how your business currently operates. We run a structured discovery process to understand your products, your customers, how enquiries and notifications should be handled, what information needs to be captured, how interactions should be routed and what the appropriate next step should be for each type of enquiry or claim notification.
Phase 02
Build
We build your automation.
Using everything we have learned during discovery, Riskbotix designs the appropriate conversation flows, information capture, routing, escalation and workflows around the requirements agreed with you. This is not a template — every element is built specifically for your insurance business and the way it operates.
Phase 03
Test & Go Live
We test it with you and put it into operation.
Before going live, we test the automation against realistic scenarios to ensure everything works as intended. We work through the agreed use cases with you, confirm routing and escalation, and obtain your sign-off before activation. Once you are satisfied, we put the automation into operation and monitor the launch.
Phase 04
Optimise
We improve it as your business evolves.
Riskbotix is not a set-and-forget product. We continue to manage and refine the automation after launch — reviewing conversations and interactions, improving structured information capture, updating approved information and adapting workflows as your requirements change.
Automation within agreed boundaries.
Before anything goes live, we agree what the automation can handle, what information it can provide, what it should capture and when a person needs to take over.
Riskbotix is designed to automate the process around an insurance interaction without replacing the professional judgement that should remain with your people.
Approved Information
Define the information the automation can use when responding to enquiries.
Structured Capture
Define the information that needs to be collected for each relevant enquiry or workflow.
Escalation Rules
Define the situations in which the interaction should be routed, escalated or handed to a person.
Human Decisions
Keep regulated, professional and business judgement with the appropriate people in your organisation.
Common questions
How long does it take to go live?
Implementation time depends on the product, complexity of the workflows, integrations required and your internal review process. We agree the implementation plan with you during discovery and keep the process focused and practical.
Will Riskbotix work with our existing systems?
Where appropriate, Riskbotix can work alongside your existing telephony, website, calendar, email, CRM and other business systems. The exact integration approach depends on the systems you use and their available integration capabilities. We confirm this during discovery.
What happens when something needs human attention?
We configure agreed escalation and handoff rules as part of the implementation. Depending on the product and situation, this may mean routing the interaction to a member of your team, capturing a structured message, triggering an agreed workflow or directing the enquiry to the appropriate next step. The objective is not to make the AI handle everything — it is to automate the parts it should handle and involve your people when human judgement or action is required.
What happens when our products or processes change?
Riskbotix is a managed service. As your products, approved information, processes or routing requirements change, we can update and refine the configuration so the automation continues to reflect the way your business operates.
How does Riskbotix handle regulated insurance conversations?
Our services are configured around agreed boundaries — handling approved information, structured capture, routing and defined workflows while keeping regulated or professional judgement with your people. During discovery, we work with you to define what the automation should handle, what it should not handle and when a person needs to take over.
Do we need technical expertise to manage it?
No specialist AI expertise is required from your team. Riskbotix is delivered as a managed service: we configure, test, launch and continue to manage the automation with you.
Can we start with one process and expand later?
Yes. A Riskbotix implementation can begin with a defined use case or workflow and expand as requirements develop. The appropriate approach depends on your business and the processes you want to automate.
Ready to get started?
Book a short call and we'll walk you through exactly how Riskbotix would work for your insurance business.
Book a Demo