Layerup | Generative AI for Forward-thinking Insurance Brokers
Open siteOffice & Productivity
Introduction
Layerup is an AI platform for insurance brokers, automating tasks and boosting productivity.
Layerup | Generative AI for Forward-thinking Insurance Brokers Product Information
Layerup - AI Agents for Financial Services is an enterprise-grade platform that provides human-like voice and multichannel AI agents designed for financial institutions. The solution offers 24/7 support, personalized account assistance, collections optimization, and comprehensive QA with real-time monitoring. It emphasizes security, regulatory compliance, and seamless integration with existing systems, enabling automated calls, messages, and agent-assisted interactions across channels.
How It Works
- Deploy voice AI agents capable of onboarding, support, and collections with natural, emotion-aware conversations.
- Use text (SMS, RCS, WhatsApp, email) and voice channels for coordinated omnichannel outreach.
- Leverage forward-deployed engineers to tailor AI agents to your knowledge base, SOPs, and integration stack.
- Monitor every interaction through built-in QA, analytics, and compliance tracking to ensure reliability and regulatory alignment.
Use Cases
- Onboarding and support for financial products
- Collections and delinquency management with intelligent prompts and personalized reminders
- Loan and mortgage application guidance and document tracking
- Multichannel customer engagement with consistent messaging across touchpoints
Compliance and Security
- Industry-standard compliance packages (FDCPA, TCPA, UDAAP, TILA, CFPB, etc.) with end-to-end QA
- Zero data retention and role-based access controls for data privacy and security
- Auditable activity logs and detailed analytics for governance
Core Features
- 24/7 AI Call Center with voice and text capabilities
- Customizable AI agents tailored to SOPs and business needs
- Real-time agent assistance and complete call monitoring
- Multichannel outreach (phone, email, SMS, WhatsApp, RCS, etc.)
- Advanced analytics and reporting for operations and compliance
- Role-based permissions and granular access control
- Forward-deployed engineers for seamless deployment and integration
- Adaptive conversational tone with emotion and empathy
- Automated reminders and dynamic script optimization
- Integrated with CRMs and ERPs for contextual interactions
- Multilingual support with 50+ accents and 30+ languages
- Compliance-first design with no training data leakage
How to Use Layerup
- Schedule a demo or contact the Layerup team to customize AI agents for your SOPs.
- Engage forward-deployed engineers to implement agents in your environment.
- Configure channels (voice, text, email) and define workflows for onboarding, support, and collections.
- Monitor performance via analytics and adjust scripts and prompts for better outcomes.
Safety and Legal Considerations
- Adhere to FDCPA, TCPA, UDAAP, TILA, CFPB, and other regulatory requirements.
- Ensure data privacy with zero retention and secure handling of sensitive information.
- Maintain auditable records of all agent interactions for compliance reviews.
Quick Links
- Ready to learn more? Schedule a call or get a demo with an AI Agent expert.
- Email: [email protected]
- Explore use cases, blog posts, and product updates on Layerup's site.