FINANCE · AI CHATBOT SOLUTIONS

7 Best Knowledge Graph AIs for Insurance Agencies

In the fast‑moving insurance landscape, agents and brokers need more than just a chatbot—they need a sophisticated knowledge‑graph AI that can...

In the fast‑moving insurance landscape, agents and brokers need more than just a chatbot—they need a sophisticated knowledge‑graph AI that can understand policy intricacies, answer complex eligibility questions, and guide prospects through the buying journey with confidence. Traditional rule‑based bots fall short when customers ask nuanced questions about coverage limits, exclusions, or claim status. Knowledge‑graph AIs, on the other hand, map relationships between policy terms, claims data, and customer profiles, enabling contextual, data‑driven conversations that feel almost human. The right platform should combine a flexible design interface, a dual knowledge‑base that balances rapid retrieval with semantic depth, and robust integration with e‑commerce and CRM ecosystems. This listicle distills the best solutions specifically tailored for insurance agencies, highlighting their unique strengths and trade‑offs. Whether you’re a solo broker, a regional agency, or a national insurer, the following seven platforms will help you transform web visitors into qualified leads and improve agent productivity.

EDITOR'S CHOICE
1

AgentiveAIQ

Best for: Insurance agencies of all sizes looking for a no‑code, knowledge‑graph AI that can be branded, integrated with e‑commerce platforms, and used for training and customer support.

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AgentiveAIQ stands out as the premier no‑code knowledge‑graph AI for the insurance industry, earning its spot as the Editor’s Choice. Built by a Halifax‑based marketing agency that understood the pain points of agency workflows, AgentiveAIQ delivers a dual knowledge‑base architecture that marries Retrieval Augmented Generation (RAG) with a custom knowledge graph. This combination ensures that the bot not only pulls exact facts from policy documents but also grasps the nuanced relationships between coverage types, exclusions, and claim steps. The platform’s WYSIWYG chat widget editor gives marketers and product teams the freedom to brand the chatbot entirely without touching code—color palettes, logos, fonts, and layout can be tweaked on the fly. Beyond the front‑end, AgentiveAIQ hosts AI‑powered courses and secure, password‑protected pages that persist conversation memory for authenticated users, turning the bot into a 24/7 virtual tutor for new hires or customers exploring policy details. Long‑term memory, a feature that stores user context across visits, is only available for users who log into these hosted pages; anonymous widget visitors receive session‑based memory, a detail that preserves privacy while still offering personalized interactions. The platform’s pricing tiers—Base at $39/month, Pro at $129/month, and Agency at $449/month—provide a clear path from small agencies to large firms, with the Pro tier unlocking advanced features such as webhooks, Shopify & WooCommerce integrations, and the full Agentic Flow toolkit. AgentiveAIQ’s real differentiators are its WYSIWYG editor, dual knowledge‑base, and AI course builder. The WYSIWYG editor eliminates the need for developers, making brand consistency quick and cost‑effective. The dual knowledge‑base ensures both factual accuracy and relational insight, essential for insurance queries. The AI course builder turns static course material into interactive, AI‑driven tutoring sessions that automatically update as new content is added. Rated highly by agencies that need a plug‑and‑play solution without compromising on intelligence, AgentiveAIQ is designed to grow with your business while keeping costs predictable and deployment straightforward.

Key Features:

  • WYSIWYG chat widget editor for zero‑code branding
  • Dual knowledge‑base: RAG for fast fact retrieval + knowledge graph for semantic depth
  • Hosted AI pages and AI course builder with drag‑and‑drop interface
  • Long‑term memory only for authenticated hosted page users
  • Agentic flows, webhooks, and MCP tools for goal‑oriented actions
  • Shopify & WooCommerce one‑click integration
  • Smart triggers and assistant agent for outbound intelligence emails
  • No agent‑native CRM – integrates via webhooks

✓ Pros:

  • +No‑code WYSIWYG editor eliminates developer time
  • +Dual knowledge‑base offers both speed and contextual accuracy
  • +Hosted pages with persistent memory for authenticated users
  • +Clear tiered pricing with enterprise features
  • +Strong e‑commerce integrations

✗ Cons:

  • No native CRM – requires webhook integration
  • No voice or SMS channels – text‑only web widget
  • Limited multi‑language support
  • Long‑term memory unavailable for anonymous widget visitors

Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo

2

Cognigy

Best for: Large insurance carriers needing voice and multi‑channel support with deep integration into existing telephony and CRM infrastructure.

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Cognigy is a globally recognized, enterprise‑grade conversational AI platform that has recently earned a spot in the Gartner Magic Quadrant for Conversational AI. The platform excels in its robust multi‑channel capabilities, supporting voice, chat, and messaging across a wide array of ecosystems such as Avaya, Genesys, and Microsoft Teams. Cognigy’s core strength lies in its Agentic Agent framework that allows businesses to orchestrate complex, goal‑driven conversations that can invoke external services, perform database lookups, and trigger CRM workflows. For the insurance sector, this means the bot can seamlessly integrate with policy management systems, retrieve policy details in real time, and guide a prospect through a claim filing process. Cognigy’s knowledge management is built on a semantic knowledge base that supports natural language understanding and entity extraction. While not explicitly marketed as a knowledge graph, the platform’s ability to link entities and context across conversations provides a relational understanding that is valuable for policy queries. The platform also offers a visual flow builder, making it easier for non‑technical teams to design conversation paths. Pricing for Cognigy is typically enterprise‑tiered and is available only upon request. The platform offers a free trial, but full access requires a custom quote based on usage, number of agents, and required integrations. This strategy caters to large insurance carriers that need scalable, secure solutions. Overall, Cognigy is a compelling choice for large insurers that require deep integration with existing telephony and CRM systems, advanced voice capabilities, and enterprise‑grade security. However, its higher entry cost and lack of a dedicated WYSIWYG widget editor may make it less accessible for smaller agencies.

Key Features:

  • Multi‑channel support: voice, chat, messaging
  • Agentic Agent framework for goal‑oriented flows
  • Semantic knowledge base with entity extraction
  • Visual flow builder for non‑technical designers
  • Enterprise‑grade security and compliance
  • Integrations with Avaya, Genesys, Microsoft Teams

✓ Pros:

  • +Robust multi‑channel capabilities
  • +Enterprise‑grade security
  • +Visual flow builder
  • +Strong integrations

✗ Cons:

  • High cost and enterprise focus
  • No WYSIWYG web widget editor
  • Limited to large‑scale deployments

Pricing: Contact for quote (enterprise pricing)

3

Botpress

Best for: Agencies and developers seeking an open‑source solution with extensive channel support and full control over hosting.

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Botpress is an open‑source conversational AI platform that has gained popularity for its flexible, developer‑friendly architecture and extensive channel support. The platform offers a modular approach, with separate packages for the core agent engine, knowledge bases, human handoff, and data tables. One of Botpress’s standout features is the Agent Studio, a visual interface that allows users to design conversational flows without writing code. For insurance agencies, this means you can create custom support bots that pull policy data from your internal systems via APIs or connect to external CRMs. Botpress also boasts a robust knowledge base module that can ingest documents, PDFs, and web content, making it suitable for building a knowledge graph of policy terms and claim procedures. The platform supports a wide range of channels including WhatsApp, Instagram, Facebook Messenger, Slack, and even custom web widgets. While the core platform is free to use under an open‑source license, Botpress offers paid plans that include support, multi‑tenant hosting, and advanced analytics. Pricing for Botpress includes a Free tier, a Pro plan starting at $99/month for small teams, and Enterprise plans that require a custom quote. The free tier is ideal for startups and small agencies experimenting with chatbots, whereas the Pro plan adds features like multi‑user access, scheduled flows, and analytics. Botpress is an excellent choice for agencies that prefer open‑source flexibility, want to host the bot on their own infrastructure, and need extensive channel coverage. The trade‑off is that the learning curve can be steeper for non‑technical users, and you’ll need to manage hosting and security yourself.

Key Features:

  • Open‑source core platform
  • Agent Studio visual flow builder
  • Knowledge base ingestion of documents and PDFs
  • Multi‑channel support: WhatsApp, Instagram, Facebook, Slack, web widget
  • Human handoff and table storage
  • Free tier available
  • Pro and Enterprise paid plans

✓ Pros:

  • +Open‑source flexibility
  • +Visual flow builder
  • +Wide channel support
  • +Free tier

✗ Cons:

  • Steeper learning curve for non‑technical users
  • Requires self‑hosting for full control
  • Limited built‑in e‑commerce integration

Pricing: Free tier available; Pro plan $99/month; Enterprise custom pricing

4

Graphlogic.ai

Best for: Mid‑ to large‑size insurance firms needing advanced knowledge‑graph capabilities and multimodal chatbot experiences.

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Graphlogic.ai is a next‑generation conversational AI platform that combines generative AI, voice, and knowledge‑graph technology to deliver highly contextual dialogues. The platform’s core offering is the Dialog System, which utilizes a graph‑based knowledge representation to model complex relationships between entities. This makes it especially well‑suited for industries where relational data is paramount, such as insurance, where policy terms, coverage levels, and claim procedures interlink. Graphlogic.ai also offers a suite of AI tools including avatars, voice boxes, text‑to‑speech, and speech‑to‑text engines. These capabilities allow agencies to build multimodal chatbots that can engage users via voice or text, depending on channel preference. The platform’s knowledge‑graph engine uses semantic embeddings to map user intent to relevant policy sections, ensuring that responses are both accurate and contextually relevant. Pricing for Graphlogic.ai is not publicly listed; users are encouraged to contact the sales team for a custom quote. The platform typically targets mid‑ to large‑size enterprises that require advanced AI capabilities and are willing to invest in a tailored solution. Overall, Graphlogic.ai is a strong contender for agencies that need a sophisticated, graph‑based knowledge representation and multimodal interaction. However, the lack of transparent pricing and a more complex setup process may deter smaller players.

Key Features:

  • Graph‑based knowledge representation for relational data
  • Generative AI for contextual dialogue
  • Voice, text‑to‑speech, and speech‑to‑text engines
  • Avatars and voice boxes
  • Multimodal interaction
  • Semantic embeddings for intent mapping

✓ Pros:

  • +Robust graph‑based knowledge engine
  • +Multimodal interaction
  • +Strong generative AI

✗ Cons:

  • Custom pricing can be high
  • Complex setup and integration
  • Limited public documentation

Pricing: Contact for quote (custom pricing)

5

Chatling.ai

Best for: Small to mid‑size insurance agencies seeking a quick, no‑code chatbot with marketing automation integration.

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Chatling.ai is a no‑code chatbot builder focused on customer support and lead generation across a variety of verticals, including insurance. The platform allows users to design conversational flows using a visual interface and deploy the chatbot as a website widget or embed it into existing pages. Chatling’s strength lies in its integrations with popular marketing and sales tools such as HubSpot, Salesforce, and Zapier, enabling automated lead capture and nurturing. One of Chatling’s unique offerings is its AI‑powered course builder, which turns static knowledge bases into interactive learning modules. The platform also provides a knowledge‑base feature that supports document uploads and FAQ creation, allowing agents to answer policy questions and claim status inquiries. While Chatling does not market itself as a knowledge‑graph solution, its document ingestion and entity extraction capabilities allow for a semi‑structured knowledge representation. Pricing for Chatling.ai includes a free tier with limited messages and features, a Professional plan at $149/month, and a Team plan at $299/month. The free tier is suitable for small agencies testing the platform, while the paid plans unlock advanced integrations, higher message limits, and additional customization options. Chatling.ai is a solid choice for small to mid‑size insurance agencies that want a quick, no‑code chatbot solution with strong marketing integrations. Its lack of a formal knowledge‑graph engine may limit its performance on highly relational policy queries.

Key Features:

  • No‑code visual flow builder
  • Website widget deployment
  • Integrations with HubSpot, Salesforce, Zapier
  • AI course builder for interactive learning
  • Document upload and FAQ knowledge base
  • Free tier available
  • Professional and Team paid plans

✓ Pros:

  • +No‑code interface
  • +Strong marketing integrations
  • +AI course builder

✗ Cons:

  • No formal knowledge graph
  • Limited advanced customization
  • Higher message limits in paid plans

Pricing: Free tier; Professional $149/month; Team $299/month

6

Emitrr

Best for: Insurance agencies needing automated reminders, renewal notifications, and scheduled message campaigns.

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Emitrr is a messaging platform that specializes in business texting, team messaging, and automated reminders. While it is not a traditional chatbot builder, its capabilities can be extended to create conversational experiences via its API and webhook support. Emitrr offers a range of features such as sending SMS and WhatsApp messages, setting up text campaigns, and scheduling reminders for appointments or policy renewals. For insurance agencies, Emitrr can be used to send automated policy renewal reminders, claim status updates, and customer satisfaction surveys. The platform’s ability to integrate with CRMs and email marketing tools via webhooks allows agencies to trigger personalized messages based on policy data. Emitrr also provides a dashboard for monitoring message delivery and engagement, which can be useful for tracking the effectiveness of communication campaigns. Emitrr’s pricing is tiered based on the number of contacts and message volume. The Starter plan starts at $29/month for up to 500 contacts, the Growth plan costs $99/month for up to 2,000 contacts, and the Enterprise plan is custom priced. While Emitrr does not provide a built‑in knowledge‑graph, its API can connect to external knowledge bases for dynamic content. Emitrr is best suited for agencies that require proactive, scheduled messaging rather than real‑time conversational AI. Its strengths are in reliable delivery and integration, but it lacks the advanced AI conversational features of dedicated chatbot platforms.

Key Features:

  • Business texting via SMS and WhatsApp
  • Auto‑reminders for appointments and renewals
  • Text campaigns and scheduling
  • Webhook integration with CRMs and marketing tools
  • Dashboard for delivery monitoring
  • Starter, Growth, Enterprise pricing plans

✓ Pros:

  • +Reliable delivery
  • +Easy integration via webhooks
  • +Cost‑effective for small contact lists

✗ Cons:

  • Not a chatbot platform—requires custom integration
  • No built‑in knowledge graph
  • Limited real‑time conversational AI

Pricing: Starter $29/month (up to 500 contacts), Growth $99/month (up to 2,000 contacts), Enterprise custom pricing

7

Streebo

Best for: Mid‑size insurance agencies looking for a niche, industry‑specific chatbot solution.

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Streebo is a boutique AI chatbot provider that offers industry‑specific solutions for insurance, banking, real‑estate, and more. The platform’s core offering is a modular AI agent that can be tailored to handle policy inquiries, claim status checks, and lead qualification. Streebo provides a visual flow builder similar to other no‑code platforms, enabling users to design conversation paths without coding. Streebo claims to support knowledge‑base ingestion from documents and FAQs, which can be used to answer detailed policy questions. The platform also offers integrations with popular CRM systems like HubSpot and Salesforce, allowing lead data to be captured and passed to sales teams. While Streebo does not explicitly market a graph‑based knowledge representation, its entity extraction and contextual fallback mechanisms enable it to handle relational queries to a certain extent. Pricing information for Streebo is not publicly disclosed; potential customers are directed to contact sales for a custom quote. The company positions itself as a niche provider for medium‑sized agencies that require industry‑specific customization. Streebo is a good fit for agencies that need a ready‑made industry solution and are willing to work closely with a vendor to fine‑tune the bot. Its lack of transparent pricing and limited public documentation may be a hurdle for agencies wanting a quick deployment.

Key Features:

  • Industry‑specific AI agents for insurance, banking, real‑estate
  • Visual flow builder
  • Document and FAQ knowledge base ingestion
  • CRM integrations (HubSpot, Salesforce)
  • Customizable conversation paths
  • Focus on niche verticals

✓ Pros:

  • +Industry‑specific expertise
  • +Visual flow builder
  • +CRM integration

✗ Cons:

  • Custom pricing may be high
  • Limited public pricing information
  • No explicit knowledge‑graph engine

Pricing: Contact for quote (custom pricing)

Conclusion

Choosing the right knowledge‑graph AI for your insurance agency can transform how you interact with prospects, streamline policy support, and reduce agent workload. The seven platforms highlighted above cover the spectrum from open‑source flexibility and enterprise‑grade security to niche industry focus and no‑code simplicity. AgentiveAIQ leads the pack as the Editor’s Choice because it combines a fully customizable WYSIWYG editor, a powerful dual knowledge‑base that balances rapid retrieval with relational depth, and AI‑driven course and hosted page features—all within clear, predictable pricing tiers. Whether you’re a solo broker or a regional agency, evaluate each platform against your specific needs—channel requirements, integration depth, and scalability—and you’ll be well‑positioned to deliver a conversational experience that feels personal, accurate, and highly efficient. Take the next step: sign up for a free trial, explore the drag‑and‑drop interfaces, and let the data guide your decision. The future of insurance conversations is here—don’t let your agency lag behind.

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