For insurers, brokers, IFAs and other regulated firms

The conversation platform for financial services.

Subcontext meets customers where they start, in ChatGPT, web chat, WhatsApp, email or on the phone, and carries one conversation through to a quote, an application or an adviser. Every answer follows your product rules and regulatory requirements, and is recorded.

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Use cases

From first question to decision made.

Nurture Every lead answered in seconds. The nurture assistant contacts every new lead straight away and keeps following up (by SMS, email, phone or chat) until they answer or say stop. See how it works Sales Quotes that end in a sale. The sales assistant quotes real prices in conversation, answers the questions that stall people, and takes the application through to payment: card or Direct Debit. See how it works Support Everyday changes, handled on the spot. The support assistant handles account changes, renewals and everyday questions itself, and alerts your team the moment a person is needed. See how it works In ChatGPT Be the answer when someone asks ChatGPT. Put your products inside ChatGPT and Claude so the quote comes from you. Everything is recorded, and it takes about five minutes to switch on. See how it works Outreach Outreach across your customers, one person at a time. Send in leads from your CRM or a spreadsheet and Subcontext writes one intro per person. You decide what sends, and the assistant takes each reply through to a booked appointment or a sale. See how it works Advisers Nurture clients from inside your adviser portal or CRM. A button beside every client record: two dropdowns, an editable draft, and the assistant handles the conversation and books the callback. See how it works

These are common places to start, not the whole list. If what you're after isn't here, ask the assistant.

Why they work

What makes our assistants different.

They know how to sell regulated products.

Quotes, eligibility and suitability questions, objections, applications, payment: the whole journey, run as one conversation. Financial products are what they're built for, not a use case bolted on.

They know your business.

Your products, your prices, your rules, your tone of voice. Every assistant is configured to your firm. It answers like someone who works for you, because it does.

They know the rules.

Built for a regulated industry: every message is screened, vulnerable customers get extra care, and everything is logged. More on the compliance page.

They follow up.

A promise to call tomorrow at five becomes a call, tomorrow, at five. Follow-ups are scheduled, not hoped for, until the customer answers or opts out.

They remember everything.

One customer record across every channel. A customer can start on web chat and finish on the phone without repeating themselves.

They know when to act.

Renewal dates, annual reviews, a rate that's ending, a birthday that changes the price. The assistant works from your customers' calendar and acts at the right moment. Nobody has to queue the work.

Full omnichannel
Web chat Voice SMS WhatsApp Email

See it in action

Meet Float Insure.

Our demonstration insurer, run end to end by our assistants. Get quoted, buy a policy, change it, make a claim. Everything works.

Visit float.insure

The platform

One platform, from first conversation to customer for life.

The conversation is the front door. Behind it, Subcontext connects to the systems you already run for quotes, applications and servicing. For insurers it goes further, with a complete stack (quotes, underwriting, policies, billing, claims) that can run whole products end to end. No transformation programme. No rip-and-replace.

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30 days to live production
0 systems replaced
1 platform, first question to servicing

Your customers

Every interaction is a chance to have a conversation.

Most customers hear from their provider once a year, by letter, at renewal or with an annual statement. The assistants treat every touch (a claim, an address change, a review, a question) as a chance to talk, and every conversation as a chance to leave the customer better served.

See it in action

Compliance

Built to be inspected.

Prices come from your rate tables. Journeys follow vetted templates. Every message is screened before it's sent, everything is logged, and humans step in on the triggers you define.

How the assistants are controlled

Don't take our word for it. Ask the assistant.

The assistant on this site is built on the same platform we deploy for clients. Ask it anything.

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