Policyholders, not tickets.

From quote to claim to renewal,

with promises tracked and kept.

Policyholders,not tickets.

From quote, to claim, to renewal, and beyond.

Backed By The Top Investors in Silicon Valley

Caring at scale usedto be impossible.

Before

Claim filed

Weeks of silence

Policy question

Forty minutes on hold

Renewal notice

Generic, then lapsed

Three handoffs

Same story, three times

Policyholders fall

through the cracks.

With OutRival

Claims

Updates before you ask

Policy Service

Answered right away

Agent Support

Your agent, already briefed

Renewals

Reminded personally, in time

Hi Elizabeth,

Your repair is approved. The tow is 12 minutes out.

Policyholders feel covered, not processed.

Language: English

Outbound Qualify

2:28
Language: English

Scheduling Assistant

3:55
Language: English

Renewal Assistant

3:04

Before

Policyholders fall

through the cracks.

Call centers

Long wait times

Mass emails

Generic messages

CRMs

Fragmented data

Departments

Working in silos

Systems scaled. Relationships didn't.

No insurer can hire hundreds of thousands, or millions, of people to personally serve every policyholder and every inquiry, 24 hours a day, 7 days a week. The math has never worked. So insurers built systems around the constraint: phone trees to route people, call centers to manage capacity, email and text blasts to reach people at scale, and CRMs to store what they knew about them. Those systems helped insurers scale. They did not help them scale relationships.

One digital worker. A lasting relationship.

That constraint is gone. A dedicated digital worker for every policyholder can know them, remember them, and help them, at any hour, from the first quote through every renewal. Your people see every conversation and step in at the moments that matter.

Book a Demo

One Continuous Policyholder Journey

One digital worker that knows the policyholder from first quote through every renewal.

TODAY:
EACH DEPARTMENT STARTS FROM ZERO

The policyholder repeats their story at every hand-off.

Acquisition & Sales

Leads and quotes handled separately

Underwriting & Policy

Applications lose context between teams

Service & Claims

Policyholders repeat their story

Retention & Growth

Renewals disconnected from prior interactions

OutRival Digital Worker

Remembers every conversation, tracks every promise, knows where the policyholder stands, and hands off to your agents and adjusters with full context.

DIGITAL WORKER WORKSTREAMS

Marketing & Acquisition

Sales & Distribution

Underwriting & New Business

Policy Administration

Billing & Collections

Customer Experience

Claims Operations

Retention & Growth

Speed to meaningful conversation

Aged lead

reactivation

TODAY:

EACH DEPARTMENT STARTS FROM ZERO

The traveler repeats their story at every hand-off.

Marketing

Sends the campaign, never hears back

Reservations

Takes the call, no history

Financial Aid & Bursar

Advising & Student Services

Inspiration

Inquiry

Admit

Enroll

First Term

Persist

Graduate

OutRival Digital Worker

Remembers every conversation, tracks every promise, knows where the policyholder stands, and hands off to your agents and adjusters with full context.

DIGITAL WORKER WORKSTREAMS — TO BE CONFIRMED

Inside the systemsyou already run

Digital workers operate inside your CRM, your policy and claims systems, and your telephony, with access you grant and can see. Your data stays in your systems of record.

Book a Demo

CRM &

Lead Management

Policy Administration

Agency Management (AMS)

Quote

& Rating

Contact Center

& Telephony

Billing

& Payments

Communications

& Engagement

Claims

Management

Inside the systemsyou already run

Digital workers operate inside your CRM, your policy and claims systems, and your telephony, with access you grant and can see. Your data stays in your systems of record.

Book a Demo

Salesforce

Reservation systems

+ in-house PSS

Contact center and telephony

+ Amazon Connect

Microsoft Dynamics

Marketing

and loyalty

Marketing Cloud

and many more

Vacation ownership, travel advisors, host agencies & legacy systems.

Questions Insurers Ask

How does OutRival help insurance organizations grow revenue?

OutRival helps insurance organizations convert more opportunities into policies by engaging consumers faster, recovering abandoned quotes, following up with interested shoppers, and connecting qualified consumers to the right licensed agent. Its AI digital workers also support renewal, retention, and cross-sell journeys to create value beyond the initial sale.

OutRival supports carriers, agencies, brokerages, MGAs, MGUs, marketplaces, and insurance distributors across personal, commercial, life, and health insurance. Digital workers can be configured for different products, distribution models, customer journeys, and operational requirements.

Yes. OutRival is designed to support engagement across the insurance lifecycle, including shopping, quoting, purchase assistance, onboarding, billing, customer service, claims communication, renewal, and retention. Its strength is maintaining the context of the customer relationship across these interactions.

No. OutRival is designed to work alongside existing systems and orchestrate consumer interactions and workflows across them. Depending on available integrations and permissions, digital workers can retrieve information, initiate actions, update records, and coordinate handoffs without requiring organizations to replace their core platforms.

Traditional systems often handle isolated interactions. OutRival's approach is built around connected customer journeys, with Cortex providing persistent context and orchestration across voice, text, and other digital channels.

Rather than treating every interaction as a new conversation, digital workers can use prior engagement, customer data, and workflow status to determine the next appropriate action.

OutRival can assist with intake, qualification, application completion, documentation, scheduling, and handoffs to appropriately licensed professionals.

OutRival can measure outcomes across acquisition, conversion, operations, and retention. Depending on the use case, these may include contact rates, quote completion, quote-to-bind conversion, cost per acquisition, successful self-service resolutions, reduced servicing cost, payment recovery, and policy retention.

Pricing is usage-based, so you pay for the conversations digital workers actually have rather than per seat. Companies that commit to larger volumes or multi-year agreements unlock better unit economics as they scale.

QuestionsInstitutions Ask

How fast can we go live?

First digital workers are typically live in about two weeks.

Does this replace our advisors or admissions team?

Which systems does it work with?

How do you handle consent

and outreach rules?

Can digital workers speak

with students in Spanish?

How is it priced?

Don't just compete.

OutRival.

Talk To Our Digital Workers

and let a Digital Worker show you

what caring sounds like.

Policyholders, not tickets.

From quote to claim to renewal, with promises tracked and kept.

Backed By The Top Investors in Silicon Valley

Caring at scale used

to be impossible.

Before

With OutRival

Claims

Updates before you ask

Policy Service

Answered right away

Agent Support

Your agent, already briefed

Renewals

Reminded personally, in time

Claim filed

Weeks of silence

Policy question

Forty minutes on hold

Renewal notice

Generic, then lapsed

Three handoffs

Same story, three times

Policyholders fall

through the cracks.

Hi Elizabeth,

Your repair is approved. The tow is 12 minutes out.

Policyholders feel covered, not processed.

Language: English

Outbound Qualify

2:28
Language: English

Scheduling Assistant

3:55
Language: English

Renewal Assistant

3:04

Systems scaled. Relationships didn't.

No insurer can hire hundreds of thousands, or millions, of people to personally serve every policyholder and every inquiry, 24 hours a day, 7 days a week. The math has never worked. So insurers built systems around the constraint: phone trees to route people, call centers to manage capacity, email and text blasts to reach people at scale, and CRMs to store what they knew about them. Those systems helped insurers scale. They did not help them scale relationships.

One digital worker. A lasting relationship.

That constraint is gone. A dedicated digital worker for every policyholder can know them, remember them, and help them, at any hour, from the first quote through every renewal. Your people see every conversation and step in at the moments that matter.

Book a Demo

One Continuous Policyholder Journey

One digital worker that knows the policyholder from first quote through every renewal.

TODAY: EACH DEPARTMENT STARTS FROM ZERO

The policyholder repeats their story at every hand-off.

Acquisition & Sales

Leads and quotes handled separately

Underwriting & Policy

Applications lose context between teams

Service & Claims

Policyholders repeat their story

Retention & Growth

Renewals disconnected from prior interactions

Discover &
Engage

Quote &
Compare

Purchase
& Bind

Onboard &
Welcome

Service
& Manage

Claims
& Resolution

Renew
& Retain

Expand
& Win Back

WITH OUTRIVAL: ONE DIGITAL WORKER, ONE RELATIONSHIP

OutRival Digital Worker

Remembers every conversation, tracks every promise, knows where the policyholder stands, and hands off to your agents and adjusters with full context.

DIGITAL WORKER WORKSTREAMS

Marketing & Acquisition

Sales & Distribution

Underwriting & New Business

Policy Administration

Billing & Collections

Customer Experience

Claims Operations

Retention & Growth

Inside the systems

you already run

CRM &
Lead Management

Contact Center
& Telephony

Policy
Administration

Agency
Management (AMS)

Quote
& Rating

Communications
& Engagement

Billing
& Payments

Claims
Management

Digital workers operate inside your CRM, your policy and claims systems, and your telephony, with access you grant and can see. Your data stays in your systems of record.

Questions Insurers Ask

How does OutRival help insurance organizations grow revenue?

OutRival helps insurance organizations convert more opportunities into policies by engaging consumers faster, recovering abandoned quotes, following up with interested shoppers, and connecting qualified consumers to the right licensed agent. Its AI digital workers also support renewal, retention, and cross-sell journeys to create value beyond the initial sale.