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.
The 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