Insurance
Policyholders, not tickets.
From quote to claim to renewal,
with promises tracked and kept.
Insurance
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

Policyholders feel covered, not processed.
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.

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
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.
Insurance
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.

Policyholders feel covered, not processed.
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
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.

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.
Which types of insurance organizations can use OutRival?
Can OutRival support consumers before and after they purchase insurance?
Does OutRival replace our existing CRM, policy administration system, or contact center?
How is OutRival different from traditional chatbots, IVRs, or standalone voice AI?
Can OutRival support licensed insurance activities?
How does OutRival measure ROI?
How is it priced?




