AI Chatbots, CRM & Software for Insurance and Financial Services
Answer customers instantly, capture every lead and automate the busywork. From an AI chatbot for insurance teams to CRM platforms, customer portals and secure payment systems, we build software for insurers, brokers, lenders and fintech businesses.
Customers expect instant answers. Your team can't scale forever.
Insurers and financial firms face the same pressures: rising service volumes, strict compliance and customers who won't wait.
Contact centres under pressure
Agents spend their day answering the same questions about policies, claims and products, while complex cases wait in the queue.
Leads slipping through the cracks
Enquiries arrive through the website, phone, branches and social media, and without one system many are never followed up.
Manual payments and reporting
Spreadsheets, manual reconciliation and slow reports create errors, delays and audit headaches across finance teams.
People's Insurance Buddy: an AI assistant for People's Insurance PLC
One of the AI, CRM and fintech projects in our portfolio, People's Insurance Buddy shows how AI can lift customer service for a large insurer without adding headcount.
The challenge
People's Insurance PLC needed to handle high volumes of routine customer queries about policy details, claim status, financial reports and products without adding pressure to its contact centre and island-wide branch network, while still capturing and routing sales leads efficiently.
Our solution
We built People's Insurance Buddy, an AI-powered chatbot embedded on the company's website and integrated with a CRM system we developed for lead management. It holds natural-language conversations about insurance products, claims guidance and company financials, supports voice input, and automatically pushes qualified leads into a live sales dashboard.
What the platform delivers
Policy, claims and financial queries answered any time, reducing repetitive load on human agents.
Leads are extracted, qualified and pushed into a real-time dashboard for the sales team to act on.
Sensitive cases escalate to the hotline or email, so customers always reach the right person.
Software for insurers, lenders and fintech teams
Whether you need one AI assistant or a full digital platform, we design, build and integrate it around your products, processes and regulations.
AI chatbot for insurance customer service
AI assistants trained on your products, policies and FAQs that answer customers 24/7, accept voice input and hand over to humans when needed.
CRM & lead management
Custom CRM platforms that capture leads from every channel, score and route them, and give sales teams a live pipeline dashboard.
Customer & agent portals
Secure web and mobile portals for policy details, claim tracking, document uploads, renewals and agent commissions.
Payments & settlements
Payment gateway integration, wallets and automated commission, tax and settlement engines that reconcile every transaction in real time.
Financial dashboards & reporting
Real-time dashboards and on-demand PDF and Excel reports that give management and auditors a single, accurate view of the numbers.
Workflow automation
Custom software that replaces spreadsheets and manual approvals with rule-based workflows, audit trails and notifications.
Security and compliance, designed in from day one
Financial data demands more than a working app. Every platform we deliver is engineered for trust, control and auditability.
Discuss Your ProjectFrom idea to live platform
Discover
We map your customer journeys, data sources, compliance needs and the KPIs that matter, such as response times, lead conversion or processing time.
Design
We design the architecture, integrations and user experience, and agree a clear roadmap with milestones and a fixed-price quote.
Build & train
We develop in agile sprints, train AI models on your knowledge base and test thoroughly for accuracy, security and performance.
Launch & improve
We go live, monitor real conversations and transactions, and keep refining the platform as your products and customers evolve.
Insurance & fintech software questions
Exploring AI or a new platform for your financial business? Book a free consultation and we'll map out what's possible.
Book a Free ConsultationHow does an AI chatbot for insurance help your business?
An AI chatbot answers routine questions about policies, claims and products instantly and around the clock, so your contact centre can focus on complex cases. It can also capture and qualify leads automatically and pass them straight to your sales team.
Can the chatbot connect to our CRM and internal systems?
Yes. We integrate chatbots with your CRM, policy and claims systems through secure APIs, so conversations can pull the right information and new leads land directly in your sales pipeline. If you don't have a CRM, we can build one.
What happens when the AI can't answer a question?
We design clear escalation paths. Sensitive or complex questions are handed over to a human agent through your hotline, email or live chat, so customers are never left stuck.
How do you keep financial data secure?
We build with role-based access control, encryption, audit logging and secure payment integrations, and align data handling with the privacy rules of the countries you operate in. Security is part of the architecture, not an add-on.
Do you build payment and settlement systems too?
Yes. We integrate payment gateways and wallets and build automated commission, tax and settlement engines, with real-time reconciliation and audit-ready reports.
Do you work with financial companies outside Sri Lanka?
Yes. We serve clients in Sri Lanka, Australia, India, the UK and the UAE, collaborating remotely over Slack, Zoom and Jira with working hours that overlap Australian and UK time zones.