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About

Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Deal Board, Email Integration, Customer Chat, Reports. 3. CHATBOT - Agent Connect, AI Driven Quotes

About

Multimodal builds and manages secure, integrated, and tailored AI automation for complex workflows in financial services. Our enterprise-grade AI agents are trained on company data for greater precision and work together as your digital workforce. Our AI Agents process documents, query databases, power chatbots, make decisions, and generate reports. They automate end-to-end workflows and self-learn to improve over time. Unstructured AI is an Extract, Transform, Load (ETL) layer to process complex, unstructured documents for RAG or AI applications. Document AI is trained on your schema to extract, label, and organize data from loan applications, claims, PDF reports, and more. Conversational AI serves as your in-house chatbot that accesses unstructured internal data to provide customer and employee support. Database AI accesses company databases to answer queries, interpret datasets, and provide actionable insights.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance Agents

Audience

Financial institutions seeking a tool to automate complex workflows, enhancing efficiency and precision in operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$69per user per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

InsuredMine
Founded: 2017
United States
www.insuredmine.com

Company Information

Multimodal
Founded: 2022
United States
www.multimodal.dev/

Alternatives

Alternatives

Surefyre

Surefyre

Vertafore
AgentFlow

AgentFlow

Multimodal
Go-Insur

Go-Insur

Pancentric Digital
vBots

vBots

vBots AI
InsureEdge

InsureEdge

Damco Solutions
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Categories

Categories

Commercial Insurance Features

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Content Marketing Features

Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
SEO Management
Social Media Management
Video Management

Customer Engagement Features

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Experience Features

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Success Features

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy Features

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Underwriting and Rating Features

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

P&C Insurance Features

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

Integrations

Airtable
Databricks
GitHub
GitLab
Go Integrator Cara
Nexsure Insurance Platform
Nylas
Plaid
RingCentral Automatic Call Recording
Salesforce
Sonant
Stripe
Twilio

Integrations

Airtable
Databricks
GitHub
GitLab
Go Integrator Cara
Nexsure Insurance Platform
Nylas
Plaid
RingCentral Automatic Call Recording
Salesforce
Sonant
Stripe
Twilio
Claim InsuredMine and update features and information
Claim InsuredMine and update features and information
Claim Multimodal and update features and information
Claim Multimodal and update features and information