Guide: Generative AI, Chatbots, & RPAs

Know the difference between these three tools.

Included in Catalyit Success Journey Milestones:

Generative AI

Artificial intelligence (AI) that is capable of generating new content (such as images or text) in response to a submitted prompt (such as a query) by learning from a large reference database of examples.

Chatbot

A software application that works as a virtual assistant and interacts with customers through automated actions in text or voice conversations.

Robotic Process Automation (RPA)

Software tools that partially or fully automate human activities that are manual, rule-based, and repetitive.

Getting Started with Generative AI

Check out our special edition series on how you can use Generative AI (GenAI) in your agency.

The Bottom Line: After completing these four sessions, you will have the confidence to use GenAI tools in your agency, the knowledge to get your staff onboard, and an abundance of new ideas to explore.

Get Started with GenAI

Learn how to communicate with ChatGPT and get started with GenAI.

Marketing, Sales, & Customer Service

Learn how to utilize GenAI in your marketing, sales, and customer service efforts.

Business Intelligence

Discover how to utilize GenAI to enhance your business intelligence.

Audio & Visual Content

Create stunning images, audio, and video content with GenAI.

Articles

Unlocking the Full Potential of Your AMS for Maximum ROI

Your AMS is the backbone of insurance agencies, however, your agency may not utilize it to its full potential. Here’s a guide to help you maximize your AMS for peak performance and return on investment ...

November 11, 2024

Vertafore’s Guide to ChatGPT

Vertafore shares 10+ interesting ways ChatGPT is being used in insurance.

November 8, 2024

What You Need To Know About LinkedIn’s Terms of Service Updates

Are you aware of how much control you really have over your data on LinkedIn? Steve Anderson dives into the latest changes to LinkedIn's Terms of Service and what they mean for your data.

October 17, 2024

Businessman touching virtual graphics with AI technology concept, connecting smart robot AI, enter command prompt for generate ideas, futuristic technology transformation, cyber security.

AI’s Impact on Cyber Risks

Step beyond the AI buzz and explore the potential risks AI poses to our business and personal lives.

October 10, 2024

RPA Robotic process automation innovation technology concept Businessman working on laptop using using digital RPA interface Intelligent system automation AI Artificial intelligence

The Future of RPA in Insurance: Trends to Watch

RPA has already started transforming how insurance agencies operate, but what’s even more exciting is where it’s headed. Let’s dive into some trends to watch.

September 23, 2024

ChatGPT or Co-Pilot? Unpacking the Strengths of Each AI Tool

Let's turn our attention to comparing ChatGPT with Microsoft Co-Pilot, helping you discern the best use cases for each tool as they're built for different purposes and excel in distinct areas.

August 30, 2024

The Players

Name	Website	Category	Policy Checking?	Description
View Profile Exdion Insurance	exdioninsurance.com	RPA	Yes	Exdion Insurance is a proprietary AI-driven extraction engine and broker-specific tools improve sales, minimize human errors, and raise consumer satisfaction.
View Profile GAIL by LULA	lula.is/gail	AI Voice Agent		GAIL is a voice powered AI tool that is capable of having human like conversations, built to lower Customer Acquisition, and Support costs.
View Profile Linqura	linqura.ai	AI Text Agent		Linqura AI’s technology will help producers identify, place, and close new business revenue faster than previously thought possible. SYBL is an AI Co-Pilot that helps commercial agents win more profitable business.
View Profile Patra	patracorp.com	RPA	Yes	Featuring Patra’s proprietary, patent-pending technology which combines advanced Artificial Intelligence (AI) capabilities with intuitive workflows and comprehensive policy checklists, Patra’s PolicyCheckingAI sets a new bar for checking policies with unsurpassed quality, accuracy and efficiency.
View Profile Powerbroker AI	powerbroker.ai	RPA	Yes	Powerbroker AI is an AI Agent that can help you generate new revenue, automate renewals, compare quotes, build proposals, and check policies.
View Profile Total CSR	totalcsr.com/ask-ellie	Chatbot		Total CSR's Ellie is the ultimate AI-powered tool specially crafted for insurance agents. With ‘Ask Ellie’, you gain access to an array of tools that will transform the way your insurance agency operates. Ellie can help with understanding complex insurance concepts, creating engaging marketing messaging, offering professional development support, and improving customer service interactions.
View Profile vBots Digital Assistant	eleviant.com/insurance-rpa-bots	RPA	Yes	Eleviant’s vBots Digital Assistant helps agencies with automating time-consuming, mundane tasks. vBots can integrate into your agency management system and make complex processes simple.
View Profile Adapt API	adaptinsurance.com	RPA		Adapt API helps you automate the servicing busywork - compiling your notices in a single report and storing your carrier documents in one place.
View Profile BluePond AII	bluepond.ai	RPA	Yes	BluePond AI’s Broker CoPilot is an intelligent platform trained for commercial insurance and serves as an ally, handling tedious work, improving quality, aiding in better decision-making, and engaging clients effectively.
View Profile Brightside	brightsideai.com	AI Text Agent	Yes	The Brightside Assistant allows you to summarize, analyze, and compare complex insurance policies in seconds. Brightside takes the complexity out of understanding insurance policies and transforms them into clear, actionable knowledge.
View Profile Fulcrum	withfulcrum.com	RPA	Yes	Fulcrum leverages intuitive AI automations to allow brokerages to deliver a premium customer experience while improving efficiency and margins. Agents can use Fulcrum for proposal checking, carrier document downloads, policy/binder ingestion, and policy checking.
View Profile Jump Point	jumppoint.ai	RPA		Jump Point allows you to enjoy the benefits of seamless COI automation while harnessing the power of your data and AI.
View Profile Pathway	pathway.com	RPA	Yes	Meet your digital colleagues! From efficient policy reviews to streamlined claims processing, Pathway's RPA Bots elevate your brokerage with unparalleled automation.
View Profile Podium	podium.com	AI Voice & Text Agent		Beat your competition with Podium's lead conversion platform, powered by AI and ready to integrate with the tools you already use.
View Profile ProNavigator	pronavigator.ai	Chatbot		ProNavigator is an AI-driven knowledge management chatbot that's built for insurance and brings all your company’s knowledge together for easy organization, discovery and sharing.
View Profile Quandri	quandri.io	RPA	Yes	Quandri's AI-powered solutions automate repetitive tasks that become costly, time-consuming, and burdensome as you scale, including renewal reviews, document naming, and the daily download process.
View Profile RELAYTO	relayto.com	Content		RELAYTO instantly transforms your regular PDFs and presentations into experiences that grow your sales pipeline, win over and delight customers.
View Profile Resource Pro	resourcepro.com	RPA		RPA can’t replace agents, but it can help your team focus on in-appetite business by automating time-consuming tasks and reducing cycle times. ReSource Pro will work with you to find automation solutions for many of the tasks that drag down your efficiency.
View Profile Secret Agent Tech Solutions	secretagent.pro	AI Voice & Text Agent		Secret Agent offers a full spectrum of AI-powered possibilities to elevate your business services and customer engagement, including AI Calling, Text Messaging, and Web-Chat.
APPLICA	applica-solutions.com/Insurance	Marketing		APPLICA provides AI-Powered Solutions that sync with your AMS, social media, and call systems, helping increase your cross-sells/upsells, boost client retention, and generate new leads.
Chatbase	chatbase.co	Chatbot		With Chatbase, you can create customizable AI chatbots using your own knowledge base.
Hexomatic	hexomatic.com	Chatbot		Build a custom GPT for customer support, lead generation, and engaging users. Includes features like "Revise answers" and "Confidence score" for accurate responses.
Liberate	liberateinc.com	AI Voice Agent		Liberate enables you to provide human-like conversation that offers 24/7 support and answers 100% of calls with no wait time. Deliver 5-star service, every time.
Pictory	pictory.ai	Video		Say goodbye to complicated video editing software. The Pictory technology allows you to create and edit professional-grade videos using just text.
re:tune	retune.so	Chatbot		The missing platform to build your AI apps. Use it to build your own AI powered apps. No coding required.
ReachOut.ai	reachout.ai	Video		ReachOut.AI allows you to deliver personalized 1:1 videos without recording anything.
Robomotion RPA	robomotion.io	RPA		Robomotion robots are designed for high-efficiency concurrency at scale, with the capability to execute multiple automation sequences simultaneously. They feature a multi-branching ability, allowing the creation of unlimited static or dynamic branches with a single robot.
Warm Welcome	warmwelcome.com	Video		Connect with clients through real-time or recorded video. Send personal video emails. Features include Video Contact Pages, Video Business Cards, Video Email Signatures.
Afforai	afforai.com	Writing		Afforai – is a reliable and trustworthy AI in-depth research assistant and Chatbot! From complex topics to niche inquiries, Afforai delves into millions of sources to bring you trusted insights you can count on.
Albato	albato.com	RPA		Albato is an all-in-one, no-code platform for automating your workflow! Seamlessly integrate the apps you use daily and watch the magic happen. With 600+ available apps and over 170,000 automation scenarios, the possibilities are endless!
BHuman	bhuman.ai	Video		BHuman helps you foster authentic connections with your customers like never before. Our groundbreaking AI technology empowers you to create personalized videos at scale that truly look and feel real.
BIGVU	bigvu.tv	Video		Platform to create short videos that integrates with their mobile app. Record on your desktop or on the go - it all syncs.
OpenAI ChatGPT	openai.com	Chatbot		OpenAI created ChatGPT, the most popular AI platform. There is a free version and a Pro (paid) version.
Peppertype.ai	peppercontent.io/peppertype-ai	Content		Peppertype.ai helps you create high-quality content in no time. Say goodbye to hours spent brainstorming and let otheir AI-powered tool do the magic for you.
Speechki	speechki.org	Audio		Automatically transform written content into high-quality audio. With Speechki's AI Realistic Voice Generator, you can now experience over 1,100 voices in more than 80 languages!
Hexofy	hexofy.com	Marketing		Hexofy is the ultimate web-scraping companion. No more time-consuming copy-pasting. With their incredible 1-click web scraping tool, you can gather data from any web page effortlessly.
Adobe Podcast AI	podcast.adobe.com/enhance	Audio		Clean up audio quality for free with Adobe Podcast AI.
Brain Pod Ai Writer	brainpod.ai	Content		Brain Pod helps you take your content creation game to a whole new level. Violet is their AI writer and no-code platform that will change the way you create content for your agency. Whether you need blogs, articles, or social media posts, Violet will help save you time.
Castmagic	castmagic.io	Content		Created for Podcasters to streamline show notes, CastMagic can be used with any audio content to save time creating long-form content from audio. The AI-powered platform transforms an Mp3 file or YouTube video into a wide range of handy assets that are ready to use instantly. It provides transcriptions, notes, summaries, highlights, quotes, and social posts.
HelloScribe	helloscribe.ai	Content		Ever wished you could magically automate your writing, research, and brainstorming tasks? HelloScribe is designed to make your life easier! No more staring at a blank document or feeling overwhelmed by endless notes. You can put your writing on AutoPilot and watch the ideas flow effortlessly. HelloScribe is designed to assist you throughout the entire writing process - from organizing your thoughts to generating insightful research.
Hippo Video	hippovideo.io	Video		Hippo Video allows users to create personalized avatar videos with various backgrounds, including website URLs. This technology enhances customer engagement at all stages, from lead qualification to sales acceleration, by automating certain processes and improving customer satisfaction through engaging and efficient video content.
Jasper	jasper.ai	Content		Jasper is an AI copilot for driving outstanding performance and is used by over 100k businesses. Jasper leverages its AI to generate compelling, tailored content that truly resonates with your target audience.
Claude	claude.ai	Content		Claude is an AI chatbot created by Anthropic, an AI safety and research company paving the way for reliable, interpretable, and steerable AI systems! They focus on ensuring the safety and future of artificial intelligence. Claude Pro offers significantly increased usage limits compared to the free service, with the number of messages depending on factors like message length, attachments, and conversation context. Users receive a warning when they are close to the limit, which resets every 8 hours. These limits balance Claude's availability for free users while optimizing performance for power users. The cost is $20 per month.