shieldInsurance & Financial Services

Your clients don't read PDFs.
We do it for them.

Policy documents are 50+ pages of coverage details, exclusions, and fine print that clients never read—then they call you. Golgap turns those PDFs into instant, accurate chatbot answers, 24/7.

The 3 calls that eat your entire morning.

policy

"Does my policy cover this?"

Coverage questions require digging through specific policy documents. Your clients don't know where to look, so they call. Golgap instantly references the exact clause from their policy type and gives a cited answer.

description

"How do I file a claim?"

The claims process is documented in guides your clients never read. Golgap walks them through the exact steps—which forms to fill, where to submit, what deadlines apply—all from your own docs.

payments

"What's my deductible?"

Deductibles, copays, premium schedules—these are buried in policy summaries. Golgap surfaces precise numbers from the right document, reducing back-and-forth and freeing you for advisory work.

Why managed beats self-serve

Zendesk and Freshdesk can't parse your policy PDFs.

Self-serve tools like Zendesk AI, Freshdesk, LiveChat, and Intercom work from structured help articles. But insurance runs on dense, unstructured PDFs—policy documents, coverage tables, compliance filings.

Golgap's managed service specializes in document-heavy businesses. We ingest your PDFs, structure the data, train the AI, and test every answer against your actual policies. You never configure a thing.

close
Self-serve (Zendesk, Freshdesk)
Requires structured help articles. Can't parse policy PDFs.
check_circle
Managed (Golgap)
We ingest PDFs directly. Every answer cites the source document.
PDF
native ingestion
100%
cited answers

Live on your agency's website in 3 steps.

1

Send us your documents

Policy summaries, coverage tables, claims guides, FAQ pages, onboarding packets—email them over or share a drive folder. We handle everything.

2

We train & verify

Our team ingests the PDFs, structures the data, and rigorously tests answers against real client questions—coverage, claims, deductibles, and more.

3

Paste one line of code

Add one snippet to your website. Your AI assistant is live—answering client questions with cited, accurate information from your own documents, 24/7.

See how much your agency saves.

Insurance agencies report that 50–70% of inbound inquiries are repetitive questions already answered in policy documents. Golgap deflects those instantly.

300
505,000
$42,000
$25K$100K
60%
20%90%
Current L1 support cost / year
$50,400
≈ 1.2 full-time staff handling L1
Golgap cost / year
$828
Growth plan, billed annually
Your annual savings
$49,572
59x return on investment

Real client questions, sourced answers.

personClient asks

"Does my homeowner's policy cover water damage?"

smart_toyGolgap responds

"Your HO-3 policy covers sudden and accidental water damage (e.g., burst pipes). However, gradual leaks and flood damage require a separate flood policy. See Section 4.2 of your coverage summary for full details."

Source

HO-3 Policy Summary — coverage-details.pdf, Section 4.2

personClient asks

"How do I file a claim for a car accident?"

smart_toyGolgap responds

"To file an auto claim: (1) Call our claims line at 1-800-XXX-XXXX within 24 hours, (2) Provide the police report number, (3) Submit photos of damage via our portal. Your deductible is $500 for collision coverage."

Source

Auto Claims Guide — claims-process-2024.pdf

personClient asks

"What's the difference between HMO and PPO?"

smart_toyGolgap responds

"HMO plans require referrals and in-network providers, with lower premiums. PPO plans allow out-of-network visits without referrals, at higher premiums. See our comparison guide for specific plan details and copays."

Source

Health Plans — hmo-vs-ppo-comparison.pdf

Insurance-specific questions

Will the chatbot give incorrect coverage advice?expand_more

Golgap only answers from your provided documents—it never invents information. Every response includes a source citation so clients (and you) can verify where the answer came from. If the AI doesn't have enough information, it tells the client to contact your office directly.

Is this appropriate for compliance-heavy industries?expand_more

Yes. Because Golgap only cites your approved documents, it won't make unauthorized claims or promises. All chatbot responses are traceable to a specific source document, creating an audit trail. We also provide monthly conversation reviews to catch any edge cases.

Can it handle multiple policy types?expand_more

Absolutely. Whether you offer auto, home, health, life, or commercial insurance, we can train the bot on all of your policy documents. The AI intelligently determines which policy type the client is asking about and cites the correct document.

Your clients deserve answers,
not voicemail.

Let Golgap turn your policy documents into 24/7 client support—so you can focus on advisory, not answering phones.

Managed setup included • Cancel anytime • PDF ingestion included