Answer, qualify, and stay compliant.
AI chat for finance, lending & insurance
Explain products, pre-qualify applicants and answer policy questions — with guardrails and human handoff for anything sensitive.
Let the assistant use your own booking, order or account system.See the example and starter programThe challenge
Sound familiar?
- 01
Prospects want quick answers before they apply
- 02
Compliance means answers must stay on-script
- 03
Support teams repeat the same policy explanations
How MagizAI helps
A storefront that works while you sleep.
- 01
On-script answers
Guardrails keep responses accurate and compliant with your policies.
- 02
Pre-qualify leads
Screen applicants and route qualified prospects to an advisor.
- 03
Secure handoff
Escalate sensitive cases to a human with the full conversation.
In practice
Handled out of the box.
- Product explanations
- Eligibility & quotes
- Application help
- Claims questions
- Advisor handoff