High-end financial and insurance services
Drive Growth & Client Satisfaction with AI-Driven Conversations
Industry overview & challenges
Selling financial and insurance products to high-net-worth individuals or specialized corporate
clients isn’t straightforward. These offerings are often complex, the sales cycle is long, and every
decision usually goes through multiple stakeholders. At the same time, clients expect speed,
clarity, and a white-glove experience.
Whether it’s estate planning, yacht insurance, or tailored group coverage, they want answers fast,
and they want to feel understood.
Common pain points include:
Quoting and underwriting are a maze. Between legal disclaimers,
asset valuations, and medical records, things get overwhelming fast (for both advisors and clients).
Compliance is everywhere. Every step has to account for
regulations (from consent forms to privacy checks), and missing one detail isn’t an option.
Client onboarding eats up time. Gathering documents, verifying
info, and reviewing disclosures is a manual grind that slows everything down.
Service expectations are sky-high. These clients want speed,
clarity, and personal attention, which means no delays, no generic answers, and no dropped details.
At hightouch.one, we build conversational AI that knows the ins and outs of financial and insurance workflows.
It connects directly with your CRM, policy systems, and underwriting tools, so every conversation is context-aware, compliant, and personalized.
Key benefits for
financial & insurance providers
Sales Team Support
AI handles the early legwork (financial goals, asset profiles, medical history), so your team gets a fully qualified lead, not just a name. Then it goes through the tough questions around coverage, premiums, and legal fine print, and even suggests smart upsells when the timing’s right.
Conversational Buying Journeys (Self-Service)
Clients can get quotes anytime, even for complex products like high-net-worth life insurance or tailored group health plans. The AI uses their profile to recommend the right coverage and riders (from art collections to estate protection) while keeping all compliance messaging in check.
Conversational Customer Support
From coverage gaps to renewals or claims, the AI delivers fast, accurate answers (no hold music required). And if something needs a human touch, it hands off to an advisor with the full conversation history already there.
Tailored use cases
High-Net-Worth Life Insurance
Let AI handle the initial screening (from eligibility questions to risk profiling) and deliver interactive disclaimers and compliance confirmations, ready for advisor review.
Family Office & Estate Planning
Capture complex setups like multi-asset portfolios, trust structures, or intergenerational planning details, then route everything cleanly to the right expert.
Group Health & Corporate Plans
Guide HR teams through benefit tiers, regulatory documentation, and dynamic pricing. All in a clear, conversational format that adjusts as they go.
Specialty Insurance (Yachts, Collector Cars, Art)
Walk clients through the fine print of unique policies (coverage limits, underwriting rules, specialized riders) without needing an agent on standby.
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High-Net-Worth Life Insurance
Let AI handle the initial screening (from eligibility questions to risk profiling) and deliver interactive disclaimers and compliance confirmations, ready for advisor review.
-
Family Office & Estate Planning
Capture complex setups like multi-asset portfolios, trust structures, or intergenerational planning details, then route everything cleanly to the right expert.
-
Group Health & Corporate Plans
Guide HR teams through benefit tiers, regulatory documentation, and dynamic pricing. All in a clear, conversational format that adjusts as they go.
-
Specialty Insurance (Yachts, Collector Cars, Art)
Walk clients through the fine print of unique policies (coverage limits, underwriting rules, specialized riders) without needing an agent on standby.
We understand how complex financial and insurance sales really are: long decision cycles, compliance layers, clients who expect fast answers every time. That’s where we work best.
Our platform plugs into your existing systems (CRM, underwriting, compliance workflows) without disrupting how you already operate.
Unlike generic chatbots, our AI is trained to support real sales goals: cross-sell premium products, recommend the right riders, and move conversations forward.
We stay hands-on after launch, too, tracking key metrics, refining conversation flows, and scaling the system as your business grows.
The roadmap
We follow a clear process designed to stay aligned with your business goals and deliver real results quickly.
4-Hour Workshop
A focused session built to get your leadership and technical teams aligned. We’ll explore high-impact use cases (e.g., underwriting for collectors’ items, group policies) and map out where AI can deliver the most value.
What you get:
A clear list of priority opportunities, plus alignment across teams on goals, scope, and next steps.
2-Day High-Level Architecture
We work closely with your IT, product, and compliance teams to map out how everything fits together. That includes data flows, key integrations (like your CRM or underwriting systems), and any regulatory requirements that need to be baked in from the start.
What you get:
A clear architecture diagram, a shortlist of potential risks, and a recommended tech stack built around your compliance needs (whether it’s GDPR, HIPAA, or industry-specific rules).
2-Week Proof of Concept (PoC)
We build a working prototype around one high-impact use case (like automating quotes for specialized policies) using your real data and systems. It’s fast, focused, and designed to prove the value before you commit to anything bigger.
What you get:
A live, tested conversation flow plus clear metrics like faster quote turnaround, fewer support tickets, or higher-quality leads, all pointing to real ROI.
Full Implementation
With a validated prototype, we scale up and launch a production-ready solution across your organization. We’ll handle onboarding, train your teams, fine-tune the experience, and support multi-language rollouts if needed.
What you get:
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An AI platform built to handle real-world financial and insurance scenarios, driving conversions, improving client satisfaction, and delivering long-term value.
Frequently asked
questions
Partnering with hightouch.one by Neurony means bringing AI into the parts of your business that matter most.
We build solutions that match the complexity of your products and the expectations of your clients. Let’s make your sales and support smarter, faster, and easier — together.