OpenDialog AI
Purpose-built AI agents that automate insurance sales, policy service, re-engagement, and claims journeys.
If you run an insurance brokerage, MGA or agency and want AI on quotations, policy service or claims without building it yourself, OpenDialog is one of the few vendors whose agents arrive with named customer outcomes attached. PJ Hayman's 24% travel insurance conversion lift with Selma is the kind of number generalist chatbot vendors rarely publish. The tradeoff is fit: this is insurance-specific and sales-led, so if you're outside regulated insurance or want a self-serve builder, look
Verified 22h ago · liveness 50/100 · cite: rightaichoice.com/tools/opendialog-ai
- Insurance brokers and MGAs wanting compliant AI agents on quotations, policy service and claims
- Insurance service teams targeting high policy-query self-service without adding headcount
- Sales teams chasing quote conversion lift and recovery of abandoned quote journeys
- Compliance and risk officers who need auditable AI behaviour in regulated customer journeys
- Non-regulated industries, or general customer support automation outside insurance
- Buyers who need a no-code builder for arbitrary, non-insurance use cases
- Organisations wanting to configure and launch an agent without a vendor-led discovery engagement
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Skip OpenDialog AI if you're outside insurance or need a free, self-serve chatbot builder — every pre-built agent is scoped to insurance journeys (quotations, policy queries, re-engagement, claims) and pricing requires sales contact.
There's no published pricing, so every plan starts with a sales conversation — budget for a procurement cycle before you get a number.
Pricing is contact-only, which typically signals enterprise contracts priced per agent deployment or per interaction volume. That fits established brokers, MGAs, and insurers with a real deployment budget; it's heavy for solo agents or small agencies comparing against free tiers from generalist chatbot tools. Ask for a quote sized to your quote-journey volume before comparing.
In short
OpenDialog AI — Purpose-built AI agents that automate insurance sales, policy service, re-engagement, and claims journeys. Best for Insurance brokers and MGAs wanting compliant AI agents on quotations, policy service and claims, Insurance service teams targeting high policy-query self-service without adding headcount, Sales teams chasing quote conversion lift and recovery of abandoned quote journeys. Contact Sales pricing.
What's new in OpenDialog AI
Checked yesterdayAcross the latest 2 updates: 2 news mentions.
OpenDialog expands into aggregator channel with new AI partnerships
Partnerships with Firemelon and Aequotech bring conversational AI into aggregator quote journeys, reducing friction for insurance buyers starting their search on comparison sites.
PJ Hayman deploys AI-driven customer interaction model with OpenDialog AI
PJ Hayman uses Selma to improve digital travel insurance conversion by 24%, an effort that earned an industry innovation award.
Viability Score
How well maintained and how widely used is OpenDialog AI? Built from what the vendor actually publishes (docs, changelog, tutorials, integrations, pricing), whether the site is live, and how much real users discuss it. How we calculate this
Last calculated: October 2026
How we score →Key Features
- Pre-built AI sales agent (Selma) for insurance quotation journeys
- Pre-built AI policy query agent (Jamie) resolving policy questions instantly
- Pre-built AI re-engagement agent (Rhea) recovering abandoned quote journeys
- Pre-built AI claims agent for insurance claims handling
- Reported 20% increase in quote conversions with Selma
- Reported 70% of policy queries self-served without human intervention
- Reported 20% recovery of lost quote journeys with Rhea
- SAFER framework for secure, transparent, compliant AI operations
- Auditable outcomes across live regulated insurance journeys
- Multi-channel customer engagement across web and chat
- Four-phase deployment: Discovery, Design, Deployment, Optimization
- Training agents on your approved knowledge sources
- Continuous optimisation using real customer interaction data
- Custom agent development for non-standard insurance workflows
- Aggregator quote journey integration via Firemelon and Aequotech partnerships
About OpenDialog AI
OpenDialog AI sells specialised AI agents for insurance workflows rather than a general-purpose chatbot platform. Four named agents cover the journeys most brokerages and MGAs care about: Selma handles sales and quotations, Jamie resolves policy questions, Rhea chases re-engagement on abandoned quotes, and a fourth agent covers claims. Vendor-reported impact is unusually concrete for this category — 20% higher quote conversions from Selma, 70% of policy queries self-served by Jamie without human intervention, and 20% of lost quote journeys recovered by Rhea.The compliance layer is the other half of the pitch. SAFER is the framework OpenDialog uses to keep agents operating securely, transparently and compliantly, with auditable outcomes across live insurance journeys — the piece that matters when a regulator or insurer partner asks how a conversation was handled.Deployment runs through a four-phase process (Discovery, Design, Deployment, Optimization): discovery is a user-experience-led engagement with a 3-hour workshop and access to your knowledge sources; deployment configures agents to your specific journey and trains them on approved content; optimisation continues after launch using real interaction data against agreed conversion and experience goals. Vendor messaging is 'results in weeks', not quarters.Reference customers include VRG (part of Davies Group), Bikesure, Adrian Flux, Garzella Group and PJ Hayman. In July 2026 OpenDialog expanded into the aggregator channel through Firemelon and Aequotech partnerships, pushing conversational AI into comparison-site quote journeys. Custom agent development is offered for journeys outside the four pre-built agents.
Behind the Verdict
Most conversational AI vendors will sell you a platform and wish you luck. OpenDialog sells you a named agent with a target outcome — Selma for quote conversion, Jamie for policy query deflection, Rhea for recovering abandoned quotes — and a delivery process that starts with a three-hour discovery workshop on your actual journey. That's a different buying motion, and for an insurance operator it's usually the right one.We'd reach for this when the journey is already mapped and the bottleneck is conversion or service cost, not tooling. Brokers and MGAs with high quote volume and a service desk drowning in 'what does my policy cover' tickets are the obvious fit. The aggregator partnerships with Firemelon and Aequotech, announced July 2026, matter if your distribution runs through comparison sites — that's a friction point generic chatbot platforms have not solved.In practice, the caveats are about buying model and scope. The four pre-built agents are opinionated — great if your journeys resemble the ones OpenDialog has already shipped, less so if yours is unusual, in which case you're into custom agent development and a longer timeline.Where it bites: if you are outside insurance or another regulated vertical, the domain tuning is dead weight. And if what you actually need is a general customer support bot for a SaaS product, a platform like Zendesk AI or a no-code builder gets you there faster and cheaper.Compare it to the generalists on one axis only — auditability. SAFER is built to answer how an agent behaved in a live regulated journey, which is the question general-purpose
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Real-world workflow fit
Concrete scenarios for the personas OpenDialog AI actually fits — and what changes day-one when you adopt it.
Deploy Selma on the quote journey to answer product questions and keep prospects moving through the form instead of abandoning.
Outcome: Vendor-reported 20% increase in quote conversions; Bikesure's operations director describes customers getting instant answers and making choices that fit their needs.
Route routine policy questions to Jamie rather than a human queue, with SAFER auditability for compliance review.
Outcome: 70% of policy queries self-served without human intervention, freeing agents for higher-value calls.
Run Selma on the digital travel insurance journey to handle questions inline and recover hesitant buyers.
Outcome: PJ Hayman reported a 24% improvement in digital travel insurance conversion using Selma.
Use Cases
- Deploy Selma to increase quote conversions across insurance sales journeys
- Let Jamie resolve 70% of policy queries without human intervention
- Use Rhea to recover lost quote journeys and reclaim 20% of revenue
- Automate compliant customer interactions across quotations, policy changes, and claims
- Launch a tailored insurance agent when the pre-built ones don't cover your workflow
Limitations
- OpenDialog AI is focused exclusively on insurance workflows, so applicability to other industries is limited.
- Pricing is not published on the site — the entry point is a contact form and demo booking, which likely means an enterprise-level conversation before you see numbers.
- Integrations visible in the scrape are insurance-specific (Firemelon, Aequotech aggregator partnerships), which narrows transferability to broader customer service stacks.
- Custom agent development exists but is a sales-led process rather than a self-serve builder.
as of 2026-09-14
Verification history
We have re-verified OpenDialog AI 8 times since . Each pass re-reads the vendor's own pages and re-checks every listed field against that evidence; passes where nothing had changed are marked as such.
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-checked, vendor evidence unchanged
- — re-checked, vendor evidence unchanged
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-checked, vendor evidence unchanged
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
Showing the 6 most recent of 8 verification passes.
Free to cite with attribution — this page re-verifies continuously.
Where the pricing makes sense
The company stage and team size where OpenDialog AI's pricing actually pencils out — and where peers do it cheaper.
Pricing is contact-only, which typically signals enterprise contracts priced per agent deployment or per interaction volume. That fits established brokers, MGAs, and insurers with a real deployment budget; it's heavy for solo agents or small agencies comparing against free tiers from generalist chatbot tools. Ask for a quote sized to your quote-journey volume before comparing.
Setup time & first value
How long it actually takes to get something useful out of OpenDialog AI — broken out by persona, not the marketing-page minute.
Insurance broker/agency: pre-built agents deploy through the four-phase process (Discovery, Design, Deployment, Optimization), which OpenDialog positions as configuration to your journey and weeks rather than quarters. Custom agent development adds scope once requirements are agreed. Compliance officer: SAFER review runs alongside deployment, so audit sign-off is part of the timeline, not an
Switching to or from OpenDialog AI
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From a generalist chatbot platform: OpenDialog replaces horizontal flows with insurance-specific agents (Selma, Jamie, Rhea, claims) configured to your journeys.
- →From human-only phone/email service: Jamie takes on routine policy queries, documented at 70% self-service without human intervention.
- →From manual follow-up on abandoned quotes: Rhea re-engages lost quote journeys, reported at 20% recovery.
- ↗To a generalist customer service platform (e.g. Zendesk AI): straightforward if your needs broaden beyond insurance, but you lose the SAFER auditability framing.
- ↗To an in-house build: possible only if you can replicate the named agent outcomes and the compliance layer internally.
Integrations
Resources & Guides
Tutorials & Learning
YouTube returned 6 videos for “OpenDialog AI”, and we withheld 6: 6 could not be judged, because “OpenDialog AI” is a single word that other videos use for other things. We are showing none, because we could not prove any of them are about OpenDialog AI.
Official links
Tools that pair well with OpenDialog AI
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Featured Head-to-Head Comparisons
Opendialog Ai vs Presto Voice
If you run a QSR chain and want to boost drive-thru revenue with voice AI upselling, Presto Voice is the proven choice (Dairy Q, Taco John's). For regulated insurance workflows needing compliant, pre-built agents for sales and service, OpenDialog AI (with Selma boosting conversions 24%) is the clear winner. They serve entirely different verticals, so your decision hinges on industry – restaurants vs insurance.
Opendialog Ai vs Truleo
Truleo and OpenDialog AI serve completely different verticals—law enforcement versus insurance—so the choice comes down to your industry. Truleo is a must-have for police departments drowning in siloed data (jail calls, body cams, RMS) and needing automated leads, while OpenDialog is the better pick for insurance agencies that want compliant, pre-built AI agents to boost sales and self-service without building from scratch. There's no cross-over; pick the one aligned with your regulated sector.
Opendialog Ai vs B Rokratt
OpenDialog AI is the clear choice for regulated insurance workflows requiring compliance and results like the reported 24% conversion lift. Bürokratt is a niche, free solution for Estonian residents accessing government services. Unless you operate in Estonia or need public service automation, OpenDialog is the more impactful investment.
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